Customising Invoices

Basta 66 · ‎June 25, 2022

I have been a desktop user ever since the program was available but have had to reluctantly move to the online system as desktop is not being supported going forward.

I have numerous issues with the online system but one that I am really struggling with is customising invoices. I don't mean customising the details that are shown /not shown on invoices within the template area where you can add logo's and edit what is / is not shown, I understand what can / cannot be done here but with the desktop version you could import a digital letterhead so that when you emailed invoices to customers they appeared to be on company letterheads, you could also print them out on plain paper if required.

I have spoken to the UK online support about various issues and, to be honest, they seem to know less about the system and certainly less about accounting than I do and I end up on the phone for hours, mainly on hold, while they speak to someone else trying to get answers to the problems.

I have been told by support that this is not possible in the online version which, if true, I find astounding as in the 21st century I would have thought this would be a basic element of a decent accounting software package.

Before anyone suggests that we customise invoices to use company letterheads, I understand that this a way around the problem but, come on, in the 21st century we have to print out invoices onto paper and then scan them back into a computer and email them!!?? Really!!!

PLEASE SOMEONE HELP!!!, I can't believe this can't be done!!

AileneA · ‎June 25, 2022

I know this hasn't been an easy process for you, Basta 66.

I know it would be beneficial for you and your business to have this such letterhead appears on the invoice. As of 06/29/2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. You can refer to this article for more detailed information: Import custom form styles for invoices or estimates.

As a workaround, I suggest utilizing 3rd party app. This gives you more options in customising invoices like importing digital letterheads and other tasks. These simple integrations help businesses run more smoothly by streamlining procedures.

Here's how:

Sign in to your Company file.
On the left navigation bar, Click Apps
You can find the app you need from there or search them directly on the search bar.

You can check out these articles for more details on how to manage invoices:

You can always visit our QuickBooks Community page if you have questions about managing your account. I will be here to help. Have a great day!

Fiat Lux - ASIA · ‎June 25, 2022

@Basta 66

You can explore a free invoicing app to integrate with QBO as a workaround.

Basta 66 · ‎June 27, 2022

I'm sorry AileneA, but no, this is not an answer,, I have looked through the apps available within Quickbooks online and there isn't one that allows you to customise invoices unless I have missed something. Rather than suggesting I look through the apps perhaps you could tell me which one does it, if there is one!!??

The edit invoices and forms within Quickbooks online is fine but it simply doesn't allow you to lay a background behind the invoice so customers see a branded company invoice, all it allows is to move / add / remove the fields that customers see and also add a tiny logo which just looks very amateurish.

It really does add to the impression that this accounting software is for basic book keeping for people who may not care what their invoices look like.

Basta 66 · ‎June 27, 2022

Such as??????

Basta 66 · ‎June 27, 2022

LeizylM · ‎June 27, 2022

This isn't the kind of service we want you to experience with QuickBooks, Basta 66.

Let me make it up to you by ensuring you're able to customize invoices in QuickBooks Online.

Since we're unable to recommend any third-party application that you can use. You may search for any third-party app online or outside the Apps Center and search for the app that can cater to your business needs. Then, check out the customer's review to make sure that it's the right one for you and ask for further help from that app's support.

Having this feature would be a great idea to be added to QuickBooks. Therefore, I'll take note of this as a suggestion to improve your QuickBooks experience. I'd recommend sending a feature request to improve the features of the program.

Here's how:

Go to the Help menu and then select Send Feedback Online.
Choose Product Suggestion.
Add the type of feedback.
Type in your feature suggestion.
Once done, click Send Feedback.

I've added these articles to learn more on how to customise invoices in QuickBooks Online: Add, customise, or remove logos on sales forms.

Keep your post coming if you have more questions in managing your invoices in QuickBooks Online. I'm always here to help. Have a good one.

Fiat Lux - ASIA · ‎June 28, 2022

@Basta 66 wrote:
Such as??????

Explore this one

https://go.zoho.com/FuW

You may need to use a connector to mirror your invoice data into QBO.

https://www.make.com/en/register?pc=quickbooks

Basta 66 · ‎June 28, 2022

Thanks Fiat Lux but I have had a look at the site and to be honest it looks like a free version of Quickbooks, they also do the whole accounting software which you then have to pay for, the same as Quickbooks.

I'll admit I haven't gone any further than reading the website info but the samples of invoice customisation that this program show are very similar to the Quickbooks version and nowhere does it say that these invoices can customised further by adding a background.

Again, thanks, but no cigar I'm afraid!!!

Basta 66 · ‎June 28, 2022

Thanks for responding LeizylM

But again your response as a Quickbooks employee, I guess, is appreciated but of very little help.

I now appreciate that invoices with Quickbooks are as they are and there is only very limited customisation available.

I will certainly be sending a feature request as you recommend but the simple fact is that this software seems half baked!

Sorry if you think that's harsh

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