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c9sleche
Level 1

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

 
8 REPLIES 8
Malcolm Ziman
Level 10

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

The Location tag allows you do that. I believe it's only available in QBO Plus

Rasa-LilaM
QuickBooks Team

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

I’m happy to see you in the Online Community, c9sleche.


I’ll be your guide, so you can create sales templates with different company information.


The Custom Form Styles feature can help fit your sales forms to provide business branding. You can also use the Import style option, so you don’t have to manually change the company information each time you create an invoice for the different trading entities.


I’ll guide you through the step by step process. First, you’ll have to map the template fields.


Here’s how:

  1. Open the DOCX template you created.
  2. Check the non-static content in the template.
  3. Replace all fields with scalar or table fields.
  4. Make sure all fields enclosed in <> match the EZ Map fields defined in the EZ Map catalogue.

Next, turn on the Import Styles plug-in so you can upload the document. You’ll find the detailed steps below:

  1. Go to the Gear icon at the top.
  2. Select QuickBooks Labs.
  3. Move the slider for Import Styles to turn it on.
  4. Click Done.

Then, save and upload the DOCX format. Here's how:

  1. Go to the Gear icon at the top.
  2. Choose Custom Form Styles.
  3. Select the New style drop-down, then choose Import style.
  4. Choose the form type.
  5. Select the Save and upload your file field, then locate your DOCX template.
  6. Click on Next.

 

For detailed information about the process and tips on how to design your custom form style, check out this article: Import custom form styles for invoices or estimates.

 

You also have to use the Location Tracking feature as mentioned by @Malcolm Ziman to categorise data from different locations or departments.


That’s it. These steps should get you pointed in the right direction.

 

If you have follow-up questions or other concerns, reach out to me. Please know I'm always here to help. Wishing the best.

 

 

Suzmack7
Level 1

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

Hi Rasa-Lila,

I have managed to create different form styles but I would like to be able to choose which style is used by each customer. How do I assign a style to one client rather than automatically assigning the default?

Thank you.

JonpriL
Moderator

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

Hello @Suzmack7,

 

At this time, there isn't an integrated way to assign a certain form style to be used for every customer. You may want to consider manually selecting the custom form style of your customer by following the steps below.

  1. Go to the Plus icon.
  2. Select any sales transaction.
  3. Tap Customise.
  4. Choose the custom form style you wanted to use for your customer.
  5. Enter all the information needed for your transaction.
  6. Click Save and close.

But don't worry, I'll pass your request directly to our product developers so they'll know of your need to assign a certain form style for each of your customers.

 

In addition, I've included a couple of article below for future updates of our product:

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

CF3161
Level 1

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

If you change the content on one design template, it changes it and adds it to all the templates. How has this not been fixed yet?

Ryan_M
QuickBooks Team

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

Hi @CF3161,

 

Whenever you edit the Standard template in your QuickBooks Online (QBO), it affects all other templates you created within your company.

 

You do have the option to set a default custom form style for your invoices. This way, each time you create a new transaction, the system will set your selected template. 

 

To do this, you can open a new invoice and set it from there.

 

Here's how:

 

  1. Click the + New menu.
  2. Select Invoice.
  3. Hit the Customise menu.
  4. Choose the template you want to use as a default. 

At this point, the system will use the same template you select up until you change it into something else. 

 

If you want to take customisation further, you can create unique form styles and import them into your QBO company. See this article for more information: Import custom form styles for invoices or estimates.

 

Utilise the comments section below if you have additional questions with custom form styles in QBO. I'll get back to you as soon as I can. 

Mary113
Level 1

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

Please help me, I would like to use different email templates for two different invoices because I want the payment details to be different. But when I change for one, the other one changes too. Is there a way to stick one email template to its invoice template and have a different email for the other template?

 

Catherine_B
QuickBooks Team

Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

Hello Mary113,

 

While the option to set a different email template on your invoices is unavailable, you'll want to enter your payment details in the Add payment details and footer section of the PDF. Let me show you how: 

 

  1. Click the Gear icon and click Custom form styles
  2. Look for the invoice template and click Edit
  3. From the Content tab, enter your payment details in the Add payment details and footer section. 
  4. Review the details on how it will look on the PDF and then click Done

Feel free to use these links for more details on how to customise invoices, estimates and sales receipts in QuickBooks Online

 

Let me know if you have other questions. Take care and have a great day!