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accounting179
Level 1

How to change the form style for payment voucher?

Under the Quickbook online (Plus) version, we are unable to change the form styles of payment vouchers. There are only have 3 options under the custom form styles which are Invoice, Estimate and Sales receipt. 

So, kindly advise us that are there any way to do changes on payment vouchers?

6 Comments 6
SophiaAnnL
Moderator

How to change the form style for payment voucher?

The form styles in QuickBooks Online are for the sales transactions, accounting.

You can send feedback to our developers telling them that you'd like to edit the template for your payment voucher. This lets them know how you'd like the program to work.

Feel free to come back if you need anything else.

enstan
Level 1

How to change the form style for payment voucher?

Hi I need to modify the payment voucher template. Kindly advise
kajun989
Level 1

How to change the form style for payment voucher?

Hi, this is this still an issue in 2022?
I wish to do the same please.
Any updates?

RCV
QuickBooks Team
QuickBooks Team

How to change the form style for payment voucher?

Providing the best experience with the product is what we aim for, kajun989.

 

I know how beneficial it is to your business to change the form style for payment vouchers. However, this option is unavailable in QuickBooks Online (QBO). With this said, it would be best to send this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Let me show you how:

 

  1. Go to the Gear icon at the top.
  2. Tap Feedback.
  3. Enter your comments or product suggestions.
  4. Then press Next to submit feedback.

 

You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

 

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field.
  3. Look for the app that supports the customisation of the payment voucher template. 

 

Any questions about integrating the app into your account are best handled by the third-party app provider. You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

Additionally, I've included this article that'll give you a snapshot of your business. This way, you can ensure your record is accurate: Run Reports in QuickBooks Online.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Have a great day ahead. 

9130356357636556
Level 1

How to change the form style for payment voucher?

Is there any third party application we can use to customise the Payment/Expense vouchers ?

LollyNino_C
QuickBooks Team

How to change the form style for payment voucher?

Hello, @9130356357636556. Thanks for reaching out here in the Community with your question about changing the form style for payment vouchers. Let me help you clear things up.

 

Unfortunately, we cannot suggest a specific third-party app for you to use. However, QuickBooks has a handy feature that enables you to search for an app that is tailored to your requirements. I suggest looking into third-party applications that can aid you in resolving this particular issue. You can examine the apps that are compatible with QuickBooks to identify an appropriate solution.

 

Here's how:

 

  1. From the left menu, click Apps.
  2. Select the Find Apps tab.
  3. Enter a brief description of the feature in the Search for an App box. 
  4. If there's a list of selections, choose the app you want to integrate, then click Get the app now to connect.

 

Just in case you want to customize your sales forms in QBO and add the info through sales forms, you can refer to these articles:

 

 

Our doors are always open to help you again if you have follow-up questions about expenses and payments in QuickBooks. I'd be happy to help. Have a good one.