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miked10
Level 1

How do I create unique invoices for multiple companies under one quickbooks account?

We have several divisions under one rooftop and QB system. I want to create formatted invoices for each division. How do I do that?

1 Comment 1
KayePe
QuickBooks Team

How do I create unique invoices for multiple companies under one quickbooks account?

You can create a customized template for each division, @miked10. I'll explain this further.


When you create a template, you can include specific details and hide unnecessary information for your customers or business. You can also design unique invoices by changing the layout and color for different divisions.


Here's how:
 

  1. In the Gear icon, choose Custom form styles.
  2. Click the New style dropdown and select Invoice.
  3. Enter the name for the intended custom form style that you created.
  4. Modify the Design, Content, and Emails.
  5. After that, tick Done.

 

 

When generating an invoice, select the appropriate customized template for each division in the Manage and choose the Design dropdown.

 


For more details on how to customize your invoices and other sales forms, visit this link: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Once customer plans to pay their invoices, record them promptly to update their status and balance your accounts.


Consider this forum your go-to resource for questions or concerns about QuickBooks Online, @miked10. Feel free to start a new discussion in the Community space whenever you need further assistance managing invoices. 

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