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Hi,
I have been trying to add a company logo to my invoices. I am using Quickbook Self-employed. Is this a more simplified version of Quickbooks because the help information I have found shows instructions that don't match the options I have available to me. Below is an image from the help page I found. Under that is what I see on my page. Can someone help?
Solved! Go to Solution.
I've got your back to help add a logo to your invoice, @DCUK.
The screenshot you've provided and the instruction shown are available in QuickBooks Online. QuickBooks Online and QuickBooks Self-Employed are two different versions.
To add a logo to an invoice in your QuickBooks Self-Employed account, we can do this on the Invoices page. Let me show you how:
Additionally, I've attach some articles you can utilize to help manage your invoices and categorize transactions in QBSE:
Feel at ease to comment below if you have further concerns with adding logo to your invoice in QBSE. I'll be around to help always. Happy New Year!
I've got your back to help add a logo to your invoice, @DCUK.
The screenshot you've provided and the instruction shown are available in QuickBooks Online. QuickBooks Online and QuickBooks Self-Employed are two different versions.
To add a logo to an invoice in your QuickBooks Self-Employed account, we can do this on the Invoices page. Let me show you how:
Additionally, I've attach some articles you can utilize to help manage your invoices and categorize transactions in QBSE:
Feel at ease to comment below if you have further concerns with adding logo to your invoice in QBSE. I'll be around to help always. Happy New Year!
Thank you so much for your input! I was initially confused as yours is different to mine, but it made me look harder and I found what I needed. I thought this might help anyone in the future also looking for this.
Also, I cannot seem to attach a logo to invoices created previous to uploading a logo....at least they do not appear on the preview anyway.
Hello there, @DCUK.
I appreciate you getting back and sharing the steps you've taken to resolve your issue about adding a logo. It will help other users who are experiencing the same problem.
If you have other QuickBooks concerns or questions, enter them in the comment below. I’ll get back to assist further. Wishing your business continued success.
Thank you so much for the clicking on edit work info tip! This is not explained anywhere else.
i don't have the 'your company' list under my settings. how do i add a logo?
im having the same problem!
how can i add another logo (so i have two images on each invoice)?
It's great connecting with you here in the Community space, @kirsty11. Let me help you add your logos for invoices in QuickBooks Self-Employed (QBSE).
The screenshot above contains Your Company list under Settings is only available in QuickBooks Online.
In QBSE, we can also have the option to add a logo to invoices by going directly to the Invoices tab. However, we can't attach two different logos on an invoice. If you want to add another logo, you can customize and combine them into one image. This way, we can attach one file with two logos on it.
Before we proceed, please take note of the file requirements when adding a logo:
Once everything is ready, we can now add your logo to an invoice:
I've also attached screenshots for your reference:
Furthermore, this article will guide you on manually entering transactions if your customer wants to make a payment directly or they've already paid you: Record or attach expense receipts in QBSE.
I'll be here to help if you need additional assistance with adding a logo to your invoice. Take care always.
Hello,
I'm currently using QuickBooks online trying to customize my invoice layout. Each time I click on the "custom form styles" link, it just reflects the message below:
Has anyone else had this issue, or is it just my account that's struggling.
Any help would be appreciated, thanks!
I’d be glad to help you with this matter, Luke2002. I’ll ensure that you can customize your invoice layout, providing you with the best invoicing experience.
Meanwhile, after conducting a comprehensive review, we have found no reported problems concerning the unavailability of accessing the Custom form styles option in QuickBooks Online (QBO). However, we can take some troubleshooting steps to examine whether this issue is related to your regular browser. It's worth noting that standard browsers can behave unpredictably when using QuickBooks, often due to the buildup of cached data over time. By using a private window, you can evade any stored cache, which allows for a clean and uninterrupted connection to QuickBooks, potentially resolving any issues you may be experiencing.
These are the keyboard shortcuts:
If you can now access the Custom form styles feature without an error message, let's return to your regular browser and clear its cache to restore appropriate functionality. If the problem continues, consider switching to a different supported browser.
A simple and effective method exists for gently reminding customers about upcoming invoice due dates. Within QuickBooks, you have the option to configure automatic or manual reminders that are sent out a few days before or after the due date. This feature eliminates the need for you to manually track these dates or stress over the frequency of your invoices.
Appropriate invoice layout encompasses all the interactions and processes involved in invoicing, aiming to make it as efficient, user-friendly, and effective as possible for your business and customers. If you require further assistance in managing invoices, kindly tag my name below. Have a productive day.
Hi Carl,
Thanks for your response.
I've given all these troubleshooting suggestions a go and unfortunately still no luck. The same message keeps appearing (photo below):
I appreciate your time and effort in performing the suggested troubleshooting above, Luke. We're hopeful you can overcome the error you receive for a maximised experience. I'll ensure you can reach the appropriate support to get everything back on track.
Since the issue continues to occur as you customize your invoices, we'll need to thoroughly examine this matter to determine its root cause. Therefore, I recommend contacting our technical support team. They can collaborate closely with you to identify the most relevant fixes and alternatives with their tools and expertise. They can also create a ticket for further investigation if the need arises.
Here's how:
Please also observe their support hours for convenience when connecting to the right expert.
On the other hand, you can refer to the outlined steps in this material to document customer payments as they settle their balances: Record invoice payments in QuickBooks.
If you have more questions about personalising your sales form, use the Reply button below to let us know in the Community. We're here to ensure you have an easy ride through your accounting activities.
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