Thanks for checking in with us, victoriatengjy.
Right now, the sales forms that you can edit are Invoice, Quote, and Sales receipt. Once payment is received, the system generates a receipt. However, we can edit the sales receipt in QuickBooks Online (QBO). Here's how:
- Go to the Gear icon at the upper right.
- Select Custom Form Styles under Your Company.
- Find your receipt template in the Custom form styles screen.
- Choose Edit from the Action column.
- Go to Design, Content, and Emails tabs so you can make any necessary changes. gg5
- Click Done.
Once done, you can make this template as your default format each time you create a new sales receipt. Just choose Make default from the Edit drop-down under the Action column. For more details about this one, see the Customise Sales Forms article.
To help you view your money-in transactions, you can go to the Sales page. From this menu, you can also copy, delete, or void transactions and check their statuses.
I'm just one post away if you need a hand with creating recurring payments or any QBO related. Just add the details to your reply and I'll be there to address them for you. You have a good one.
