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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?

16 Comments 16
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
carlos19
Level 1

How to change the form style for payment voucher?

I also need to change that template

carlos19
Level 1

How to change the form style for payment voucher?

AlexV
QuickBooks Team

How to change the form style for payment voucher?

Good to see you, carlos19.

 

We're unable to modify the details and fields on the Payment Voucher. I can also send another feedback about this to our developers. I'll surely let them know that this is really what you want.

 

Though, we can edit the color, font, and the positioning of your company logo. We can modify your Standard template. The design of this template will affect how your Payment Voucher looks like.

 

These are the articles you can check for your guide:

Hope this helps. I'm looking forward to assisting you again.

JTab
Level 1

How to change the form style for payment voucher?

Hello,

 

I guess we also need this kind of custom for expense voucher and the likes. 

FritzF
Moderator

How to change the form style for payment voucher?

Thanks for joining this conversation, @JTab.

 

I can see how having this option would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Just in case, I'll add these articles for future reference:

 

 

Reach out to me in the comment section if you have any other concerns, and I'll get back to you right away. I'm always here to help. Have a good one!

Christinehe
Level 1

How to change the form style for payment voucher?

Hello AlexV

 

May I know the latest QBO plus can customize and print the payment voucher and Journal voucher or not? Currently we are thinking about to upgrade the QB Desktop to QBO. The form printing is a very important concern to us. We need to use the manually form to print out even with the system which is low efficient to our daily work.

 

 

 

AlcaeusF
Moderator

How to change the form style for payment voucher?

Welcome to the Community, @Christinehe.

 

I can share what I know about the features and options you can use in QuickBooks Online.

 

Currently, you can only customize the fields and appearance of the sales transactions (invoice, estimate, and sales receipt). However, you still have the option to print payment or journal vouchers by viewing them in the system.

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Chart of Accounts.
  3. Search for the account.
  4. Press the Account history option under the Action column.
  5. Look for the voucher.
  6. Hit Edit
  7. Click Print at the bottom. 

Since you're new to QuickBooks Online, I recommend trying our free 30-Day Trial to navigate the features. Please visit this link and select the Free 30-Day Trial option under Plushttps://quickbooks.intuit.com/sg/.

 

Please know that we appreciate your input on this feature. We continue to make improvements in QuickBooks Online, and this preference might be added in the future. 

 

Also, I've attached some articles you can use to learn more about searching transactions and making changes:

 

Please know that the Community has your back if you need assistance. Feel free to post a question, get answers, share tips, ideas, and more. Wishing you and your business continued success.

9130351048106066
Level 1

How to change the form style for payment voucher?

Dear All,

We need to modify the Payment voucher because is looking very amateur and no professional at all.

Please, redesign it and give us the possibility to customize. 

Thank you for your understanding. 

Sincerely 

Frank 

serek
Level 1

How to change the form style for payment voucher?

 

Hi I used to have qb for pc now when switched for qb for Mac I cannot edit bill pmt check voucher for vendorrs. All I want is to have visible bill.amt  amt.Due. Apt.Paid as before on my voucher. I was trying everything and cannot set it up.

 

 

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MaryLandT
Moderator

How to change the form style for payment voucher?

Currently, there isn't an option to customize the bill payment check, serek.

 

You can only customize the fields and appearance of the invoice. I'm adding this link as your reference: Customize form templates in QuickBooks Desktop for MAC.

 

If you also need to customize your reports, check out this article for instructions: Customize reports in QuickBooks Desktop for Mac.

 

Don't hesitate to post again if you have other customization concerns. I'll be around to help you.

KristaLan
Level 1

How to change the form style for payment voucher?

Hello,

 

O am wondering if the option to edit the remittance slip has been added yet.  It is really unprofessional and should be regarded as a priority.  Honestly, its embarrassing to send out but required when I have too many invoices on one cheque and there is not enough room to list them all, so therefore required.  I've attached what it looks like, it's easy to see why it is a problem for a business.

 

Any updates would be much appreciated.

CharleneMae_F
QuickBooks Team

How to change the form style for payment voucher?

Thanks for sharing the feature you'd like to add in QuickBooks, KristaLan. I can see how the functionality to edit your remittance slip would be beneficial to your business.

 

As of now, the ability to edit your remittance slip in QuickBooks Online is unavailable. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

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

 

You can count on me if you need help in managing your reports or transactions in QuickBooks. Take care and have a good one.

ISMP Co Ltd
Level 1

How to change the form style for payment voucher?

Not only edit the payment voucher but also be able to apply a digital signature.

RCV
QuickBooks Team
QuickBooks Team

How to change the form style for payment voucher?

Thanks for checking in with us, ISMP Co Ltd. 

 

The option to modify the details and apply a digital signature on the Payment Voucher is unavailable. Though, we can modify your Standard template where the design of this template will affect how your Payment Voucher looks like. These are the articles you can check for your guide:

 

With this said, I'd recommend sending 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. Here's how: 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select 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 Batch Invoicing feature.

 

Any questions about integrating the app into your Online account are best handled by the third-party app provider. For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

 

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.