Add, customise, or remove logos on sales forms

1. Go to Settings ⚙.
2. Under Your Company, select Custom form styles.
3. At the upper right, from the New style dropdown, select the appropriate form.
   Note: If you want to upload a logo on an existing template, find the template, then select Edit under the Action column.
4. Go to the Design tab, then select Add your unique logo.
5. Select the box with Add a logo +, then the + on the next window.
6. Locate and select the image you want to use.
7. Select Open. Once uploading is done, select Save, then Done.

1. Go to Settings ⚙.
2. Under Your Company, select Custom form styles.
3. Find the template you want to edit, then select Edit under the Action column.
4. Go to the Design tab, then select Make logo edits.
5. Select Show logo, then change the size and placement as you desire.
   Note: The height and width can’t be changed.
6. Select Done.

1. Go to Settings ⚙.
2. Under Your Company, select Custom form styles.
3. Find the template you want to edit, then select Edit under the Action column.
4. Go to the Design tab, then select Make logo edits.
5. Select Hide logo, then Done.

• I can’t upload the logo - open the logo with Microsoft Paint (or Preview on Mac) and save it as .jpg with a new file name. Note: If you see a message that we removed your logo because of a problem, and you’re sure it meets all the requirements listed above, please reach out to our support team and we’ll troubleshoot with you.
• The logo looks weird - if you don’t like the colour depth or how the logo looks like, you can change its format. Make sure to use Save as so you create a new copy instead of overwriting the original file.

Can I use logos for statements, purchase orders, or credit notes?

No. These forms only have the Standard template, which is the primary sales form template. How the form looks depends on what you edit in the primary template.

Can I add some business information to my form to accompany my logo?

If you’re a QuickBooks Online Plus user, you can use the Track locations feature to add business information (company name, address, etc.) in your sales form. When combined with the logo, it makes your forms more unique. To do this:

Step 1: Turn on location tracking in Settings

1. Go to Settings ⚙.
2. Under Your Company, select Account and settings.
3. From the left menu, select Advanced.
4. In the Categories section, select the edit (pencil) icon.
5. Mark the Track classes and Track locations checkboxes.
6. Select Save, then Done.

Step 2: Create location categories

1. Go to Settings ⚙.
2. Under Lists, select All lists.
3. Select Locations.
4. At the upper right, select New.
5. Name the location, then mark the appropriate checkboxes.
6. If necessary, edit the fields that appear after marking a checkbox. These will show in the forms.
7. Select Save.

Step 3: Create an invoice, quote, or sales receipt

1. Select + New.
2. Under Customers, select Invoice. You can also select Quote or Sales receipt.
3. Complete the form.
4. On the right, from the Location dropdown, select the appropriate location.
5. At the bottom of the invoice page, select Customise. Choose the template you want to use.
6. Select Save.
7. If you want to see how it looks like, select Print or Preview, then Print or Preview.