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traceybell
Level 1

amend invoice template

Hi,

 

i need to amend my invoice template and i can see from other question regarding this that i need to go to the lists menu... but where is it?!  i cant find it...

Solved
Best answer January 09, 2021

Accepted Solutions
ReymondO
QuickBooks Team

amend invoice template

It's great to have you here in QuickBooks Community, @traceybell.

 

Let me answer your query in QuickBooks Self-Employed (QBSE) in regards to invoice templates.

 

The List menu where invoice templates are listed is will only show if you're using QuickBooks Online. Creating an invoice template for a sales transaction is unavailable in QBSE. This is the reason why you're unable to find it.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

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

 

Keep me posted if you need anything else or if you have other questions about managing your sales transactions in QuickBooks. I'll be here to help. Have a great weekend.

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1 REPLY 1
ReymondO
QuickBooks Team

amend invoice template

It's great to have you here in QuickBooks Community, @traceybell.

 

Let me answer your query in QuickBooks Self-Employed (QBSE) in regards to invoice templates.

 

The List menu where invoice templates are listed is will only show if you're using QuickBooks Online. Creating an invoice template for a sales transaction is unavailable in QBSE. This is the reason why you're unable to find it.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

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

 

Keep me posted if you need anything else or if you have other questions about managing your sales transactions in QuickBooks. I'll be here to help. Have a great weekend.

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