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im lost
Level 1

Invoice template

How do i revise or make a whole new invoice template?

1 Comment
Anna S
QuickBooks Team

Invoice template

Happy Thursday, @im lost.


I hope you're having a great week. Editing and creating new invoice templates takes a few clicks. Below are steps that will have you using Desktop with ease:


Edit Templates:

  1. Go to the Lists tab and choose Templates.
  2. Double-click the invoice template you want to edit.
  3. Make the changes you need to the Template, then press OK.


Create New Templates:

  1. Navigate to the Lists menu and hit Templates.
  2. Push the drop-down arrow at the bottom of the box beside Template.
  3. Click New, choose a Template Type and then select OK.
  4. Add any details you need to the new Template and hit OK.

Now you'll be creating and editing templates like a pro in no time. You may find this article helpful as well: Use and customize form templates.


Feel free to hit the Reply button if you have any other questions. I'm always here to help. Enjoy your week!



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