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Mary-Kampmeier
New Member

Can my invoices look and print the same in online vs desktop?

I can't seem to customize and the design didn't migrate

2 Comments 2
Dandie_A
QuickBooks Team

Can my invoices look and print the same in online vs desktop?

When switching from desktop to online accounting software, invoices appear different due to variations in templates and customization features, Mary. To make the invoices look similar, you will need to manually adjust the online template by altering elements like fonts, layout, and logos to match the desktop version. Let me provide a step by step on how to customize and design the invoices.

Here's how:

 

  1. Click on the Gear icon at the top right corner.
  2. Under Your Company, select Custom Form Styles.
  3. To create a new template, click the New style button in the upper right, and select Invoice from the dropdown arrow.
  4. To modify an existing template, find the template you want to edit and click on Edit on the right side of the template listing.
  5. Customize your invoice such as design, content and emails.
  6. Select a Preview PDF to review your invoices.
  7. Once you are satisfied with the customization, you can click Done to save.

 

 

 

 

By following these steps, you can effectively customize your invoices in QuickBooks Online to match your business’s branding and needs.

 

Additionally, you have the option to configure automatic reminders that will be sent out a few days before or after the due date of the invoices.

 

Moreover, once your customer pay their invoices, you can record it and mark the invoice as paid in QuickBooks Online.

 

For further assistance, you might want to explore QuickBooks Live Expert Assisted, an additional service designed to help keep your business well-organized.

 

If you need further assistance on navigating the invoices in QuickBooks Online. Feel free to comment by selecting the Reply button. We are always here to help!

 


 

BigRedConsulting
Community Champion

Can my invoices look and print the same in online vs desktop?

@Mary-Kampmeier  RE: Can my invoices look and print the same in online vs desktop?

 

No, there's no chance of that happening. QB Online Invoices are far less functional and weaker, and customizing the print layout is as well.

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