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I'd be glad to walk you through the process to add bank details to an invoice in QuickBooks Online (QBO), Hannah.
To help your customers set up a payment, we can customise the footer of your invoice to include your bank details. Here's how:
Please note that the change will only apply to newly created invoices after the invoice customisation was applied.
For more information about personalising and adding specific info to your sales forms, check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Once your customer paid their invoices, learn how to record them through this link: Record invoice payments in QuickBooks Online.
If there is anything else I can do for you, please, don't hesitate to let me know by adding a reply. I'd be more than happy to help. Keep safe and have a good one!
Thank you for the article, any work around if invoice information is uploaded as then the standard template doesn't work?
Regards
Clare
Hello CBL2, Thanks for posting on the Community page, so import styles is no longer supported. If you still have that you won't be able to import any new styles. The steps provided are the only way to do it.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.