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Level 1

Hi Guys I would like to post my direct deposit details on all invoices (automatically) - Is there a way to add that to the invoice through customization? for basic plan

 
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QuickBooks Team

Hi Guys I would like to post my direct deposit details on all invoices (automatically) - Is there a way to add that to the invoice through customization? for basic plan

Hi there, 

 

QuickBooks Online makes it easy to customize your invoice template and I'll be happy to show you how. 

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, click Custom Form Styles.
  3. To create a new template, click the New style button in the upper right-hand corner.
  4. Select Invoice.
  5. Go to the Design tab to edit the template name, logo, color, font, and margins.
  6. You can also go to the Content tab to customize the header, body, and footer of the invoice template.
  7. Click Done when finished.

I recommend browsing through the customizing options to see where you'd like to add the Direct Deposit details. For more info, I recommend checking out this helpful article from our Community: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link.

 

 

Highlighted
Level 1

Hi Guys I would like to post my direct deposit details on all invoices (automatically) - Is there a way to add that to the invoice through customization? for basic plan

Thanks so much. I have a last question around how to make the customized invoice the default master invoice. Can't seem to find out how. 

Highlighted
QuickBooks Team

Hi Guys I would like to post my direct deposit details on all invoices (automatically) - Is there a way to add that to the invoice through customization? for basic plan

You're welcome. QuickBooks operates in a sticky mode. This means the program uses the last template you used when creating a new invoice. There isn't a default setting you can make for a template. Feel free to ask questions. I'm here to help.