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Customise invoices, estimates, and sales receipts in QuickBooks

by Intuit•332• Updated 3 days ago

Learn how to personalise and add specific info to your sales forms.

QuickBooks lets you create personalised and professional-looking invoices, estimates, and sales receipts.

Change how your sales forms look to improve your business communications. Decide what your customers see, and hide info that doesn’t matter to them or your business.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

Change the look and info on your forms

You can update and personalise your forms as you’re creating them.

Things you can change include:

The fields that display on your forms
The contents of a form’s tables
Your company logo and contact info
The colours, font, and template layout of your forms

Note: Changes to your company info, such as altering your logo or address, affect all future invoices and estimates and alter your customer info throughout QuickBooks.

Customise invoices and estimates for QuickBooks Online

Customise invoices and estimates with new layout

Open a new or existing invoice, estimate, or sales receipt.
To update your company info, select Edit company on the form. Make changes as needed, and then select Save.
To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo.
To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage.
Select the dropdown ▼ for each section to see customisation options.
Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
Select Print or download to see what your form currently looks like.
Select Save.

Use older templates for invoices, estimates, and sales receipts

If you’d rather use an older template, select the Design dropdown ▼ , then select the template you want to use under Other templates.

If you’d rather use an older template, open a new or existing invoice, estimate, or sales receipt.
Select Manage.
Select the Design dropdown ▼, then select the template you want to use under Other templates.

Change your forms’ starting fields and settings

Change which fields are included on your forms in your settings without opening a specific invoice, estimate, or sales receipt.

Go to Settings and select Account and settings.
Select Sales.
In the Sales form content section, select Edit ✎.
Select which fields you want to include, then select Save.
Select Products and services.
Turn Show Product/Service column on sales forms and Show Item/Service Code column on or off.
Select Save and then Done.

Customise invoices and estimates for QuickBooks Sole Trader

To customise invoices:
1. Go to Get paid and select Invoices.
2. Find the invoice from the list and select View/Edit in the Action column.
To customise estimates:
1. Go to Customers and goals and select Customers.
2. Select a customer, then find an estimate from the list and select View/Edit in the Action column.
To update your company info, select Edit company on the form. Make changes as needed, and then select Save.
To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo.
To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage.
Select the dropdown ▼ for each section to see customisation options.
Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
Select Print or download to see what your form currently looks like.
Select Save.

Change your forms’ starting fields and settings

Change which fields are included on your forms in your settings without opening a specific invoice, estimate, or sales receipt.

Go to Settings and select Account and settings.
Select Sales.
In the Sales form content section, select Edit ✎.
Select which fields you want to include, then select Save.
Select Products and services.
Turn Show Product/Service column on sales forms and Show Item/Service Code column on or off.
Select Save and then Done.

Need more help? Sign up for QuickBooks Training to boost your knowledge and maximise your use of QuickBooks. Learn at your own pace with on-demand video content, receive live support from expert trainers, and take advantage of a complimentary 45-minute onboarding call.

Customise invoices, estimates, and sales receipts in QuickBooks

by Intuit•332• Updated 3 days ago

Change the look and info on your forms

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