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Everything you need to know about banking in QuickBooks Online - Discover more
stevelerwill
Level 1

Custom invoice like before

 
1 REPLY 1
KhimG
QuickBooks Team

Custom invoice like before

Welcome to QuickBooks Community, @stevelerwill.


With QBO Essentials and Plus, you can add custom fields on your invoices. Simply set them up from Accounts and Settings.


Here’s how:

  1. Go to the Gear icon and choose Account and Settings.
  2. Pick the Sales tab from the left navigation.
  3. Click the pencil icon on the Sales form content section.
  4. Under Custom fields, type in a Name into each box.
  5. Select whether you want this to be Internal (displayed in QuickBooks) or Public (displayed in both QuickBooks and printed on sales forms.
  6. Hit Save, then Done.

Custom fields 1.PNGCustom fields 2.PNGCustom fields 3.PNG

For reference, check out this article: Add custom fields to invoices.


You can also import your custom form styles in QuickBooks Online using a DOCX template that highlights the brand identity. 


To learn more about the topic, take a look at the following articles:

Let me know in the comment section below if you need assistance with anything else. I’m always here to help. Have a good one!

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