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Add bank details to your invoices in QuickBooks Online

by Intuit Updated 1 month ago

Learn how to add bank details to your invoice in QuickBooks Online. 

To help your customers set up a payment, you can customize the footer of your invoice to include your bank details.

  1. Navigate to Settings Settings gear icon. and select Custom form styles.
  2. Locate the Standard style and select Edit from the Action column.
  3. In the Design section, select a new style or select Content to stay with the one you have.
  4. On the Content page, select the pencil on the bottom-right to edit the footer section.
  5. Add the bank details as a footer in the Add payment details and footer section .
  6. Select Preview PDF to view the changes you made before saving them.
  7. Select Done.

Note: The change will opnly apply to newly created invoices after the invoice customization is applied.

Additional options

You can create your own invoice template in Word. Review our support article Import custom form styles for invoices or estimates for details.

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