LIMITED TIME OFFER get 90% off for 6 months
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
jake67
Level 1

I’ve recently signed up for QuickBooks sole trader. I would like to edit my estimate/invoice templates however, I can’t find any way to edit them in the settings.

Subscription is QuickBooks sole trader

1 REPLY 1
Heide DC
QuickBooks Team

I’ve recently signed up for QuickBooks sole trader. I would like to edit my estimate/invoice templates however, I can’t find any way to edit them in the settings.

In QuickBooks Sole Trader, the ability to edit invoice or estimate templates directly isn't available, Jake67.

 

However, you can still personalise your invoices and estimates by navigating to the Manage section next to Record payment, where you can explore available features such as CustomizationPayment Options, and Design Scheduling options.

 

 

Please note that the full template editing feature is exclusive to QuickBooks Online plans Advanced, Essentials, Plus, and Simple Start.

 

If you need guidance on personalizing invoices within QuickBooks Sole Trader, feel free to ask. We're here to help.

Need to get in touch?

Contact us