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Level 1

Templates and progress inv

Couple of template questions please. 1. Is it possible to set up duplicate templates with different logos and addresses (or exclude the address completely - it appears to be a required field) 2. Can we remove the bold type from both the item name and description of the item. This is taking place with both the QB templates, and our own forms were we do not have a bold typeface. 3. The QB Templates are not showing the subtotal amount in the body. Is there any reason why it is only shown on the BAS summary? 4. Can we re arrange the column layout eg have Qty and our first column, followed by item name, description, rate and amount 5. Can we duplicate the forms once set up. This will save a lot of time and effort and if so how is this done. 6. Can we customize the Purchase Orders, Credit notes and quote templates 7. Can we show the subtotal, discount, total GST etc on our forms whilst excluding the BAS. The template gives the impression we can however it is not available when printing our sales invoices. Many thanks - I apologise for all the questions but thought it best to keep in one question. Thank you for your efforts MY EFFORTS IT TOOK AN HOUR TO POST THIS AS THEY SYYSTEM KEPT ON COMING UP WITH AN ERROR AND NOW ONLY ALLOWS HTML POSTS :-(
1 Comment
QuickBooks Team

Re: Templates and progress inv

I saw a post similar to your concern, Jack212.


In this thread, one of our established Community Backer and my colleague answered. Please click here


I'd also want to give an additional information about your first question. Yes, it is possible to have the same templates with similar logo. You can do that by importing your "Custom " form styles. Check out this link for more details: Import custom form styles for invoices or estimates


It looks like you want to duplicate the set up of the template having different logos. When importing it into QuickBooks, make sure to identify it. For example, Invoice Logo 1


If you need anything else, just post them in the Community. We got you covered!