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cheryl-tytanland
Level 1

We are trying to invoice for a client, and we can not manipulate the template to what our client requires. We are new to QuickBooks and this client is 80% of our busines

 
2 Comments 2
Fiat Lux - ASIA
Level 15

We are trying to invoice for a client, and we can not manipulate the template to what our client requires. We are new to QuickBooks and this client is 80% of our busines

What kind of specific template do your client need?

Trish_T
QuickBooks Team

We are trying to invoice for a client, and we can not manipulate the template to what our client requires. We are new to QuickBooks and this client is 80% of our busines

Hi cheryl-tytanland,

 

Thanks for reaching out to Community.  Welcome!  QuickBooks Online has the features you need to streamline your business.  I can see the importance of having your invoice meet customer requirements and I'd be happy to help!

 

One of the many great options available in QuickBooks is having the ability to customize your forms with several available options that you can review here.  In addition, you may prefer to design your own custom forms and import them into your QuickBooks account.  

 

If you require additional assistance with customizing your forms, don't hesitate to contact us.  It would be our pleasure to work with you in real time and ensure you reach your QuickBooks goals in a timely fashion.

 

Schedule a Callback or start a Chat: click Help (?) in the upper right in QuickBooks Online > enter "Contact support" into the QB Assistant > select Contact Us > give a brief summary of what we can help with > hit Let's Talk > choose Get a callback or Start a Chat.
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Reach back out with any other questions.  We'd be glad to assist!

 

 

 

 

 

 

 

 

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