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kfrager_42
Level 1

Can I use different invoice templates for multiple DBAs in one QuickBooks company?

I have a single company set up in QuickBooks that operates under two different DBAs. Is it possible to create and use separate invoice templates for each DBA?

 

For example, I’d like one invoice template to display XYZ, Inc. dba 123 and another to display XYZ, Inc. dba 456, depending on which DBA the invoice is for.

2 Comments 2
EduardA
QuickBooks Team

Can I use different invoice templates for multiple DBAs in one QuickBooks company?

Welcome to the community, @kfrager_42.

 

Yes, it is possible to create and use separate invoice templates for each DBA in QuickBooks Online (QBO). You can use the location tracking function. However, please note that this function is available only to QBO Plus and QBO Advanced subscriptions.

 

Here's how to turn on the location tracking function in QBO:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Select Advanced.
  3. In the Categories section, turn on Track locations and choose the appropriate Location label (ex. Department).
  4. Select Save, then Done.

 

Once it's turned on, create different departments for multiple DBAs.

 

Here's the step-by-step guide to creating different departments for multiple DBAs:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Click All lists, then select Departments.
  3. Click New, enter the DBA in the Name field, and check the box for This department has a different company name when communicating with customers.
    image (258).png
  4. Click Save.

 

When you create an invoice, select the correct department/location and choose Standard under the custom template from the Design dropdown (via the Manage icon on the invoice page).

 

If you have any concerns, feel free to leave a message in the comments.

BabyB
QuickBooks Team

Can I use different invoice templates for multiple DBAs in one QuickBooks company?

Hi, kfrager_42.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems. 

 

We'll be glad to assist further if needed.

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