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C
calebw2
August 18, 2023
Question

Setting up Multiple Invoice templates

  • August 18, 2023
  • 1 reply
  • 100 views

Hello, I run a company and have just purchased another small business. 

 

I am wondering if there is a way for me to have two invoice templates, that have different company names and logos on them. Every time I seem to change the company info in the invoice template, it changes it on my account and on my other invoice templates.

 

Here in TN we are allowed to have multiple DBA names and that is what my company has. And I want to keep the company name for the business I bought so that the customers he has recognize where the invoice is coming from. Is there any way to do this because I have been reading and trying to figure it out but with no luck.

 

Is there anyway to make invoice templates based on Class?

 

Thanks,

Caleb 

1 reply

JenoP
JenoPQuickBooks Team
QuickBooks Team
August 18, 2023

Allow me to help you set up different company details in your invoices, Caleb.

 

The Class tracking feature offers the capability to add more categorization to your transactions. However, it does not provide the functionality to assign a unique invoice template within the same QBO account.

 

Instead, you have the option to use the Location Tracking feature. This allows you to create multiple invoice templates, each with its unique company name and address. I'd be glad to outline the steps with you. 

 

First, activated the feature using the instructions here: Turn On Class Tracking in QuickBooks Online.

 

Second, create a location by following these steps:

 

  1. Go to the Gear icon and select All lists.
  2. Look for Locations and click on it.
  3. Click New in the upper-right hand corner.
  4. Type in the name of location.
  5. Check the box for This location has a different company name when communicating with customers. Then, type in the name of the second company or DBA.
  6. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the address.
  7. Enter the name of the second company.
  8. Click Save.

 

After saving the details, the system will automatically pick up the name, contact number, and address that you put in once you select the location. Although, you can only use one logo for the entire company at the moment, regardless of the location. 

 

You can also proceed to creating separate invoice templates for each of the DBA. Here's how: 

 

  1. Go to the Gear icon and select Custom form styles.
  2. Click New style in the upper-right hand corner.
  3. Proceed to making the invoice template and click Save.

 

Let me share these resources for more details about this feature: 

 

 

Just in case you need more reference when customizing invoices, I'll provide these articles as well: 

 


I'll be on a look out for any follow-up inquiries you may have. I'll be ready to return here to ensure you receive the assistance you need.

C
calebw2Author
August 19, 2023

As well as the merchant details are not able to change, so that will quite possibly confuse customers

1
12991
August 23, 2023

Thanks for coming back here, @calebw2. We appreciate you for choosing QuickBooks as your partner for tracking your financial activities. We understand creating two invoice templates with different company names becomes a challenge on your end. Let us help you clear things up.

 

The company name is defaulted to invoice messages. Even if you customize the template, the company name signed into QBO will still show on your customer end whenever you send an invoice to them. With this in mind, your newly purchased company should have another company file in QBO.

 

We can have multiple companies under the same QBO account. Each company file has its own paid subscription, but we access them with the same sign-in info. It will allow us to quickly switch between companies so the correct company name will appear when you send an invoice message.

 

To add a new company, visit the QuickBooks pricing page and choose the subscription you want. It will open one of two experiences: 

 

  • If you're signed in to QuickBooks, you’ll be prompted to confirm the account you want to sign in with. If the account displayed is the one you want to use for the new company file, select Yes, that’s correct.
  • If you haven’t signed in recently, you’ll be asked to create an Intuit account. Don't fill this out unless you want to connect your new company file to a new account. Instead, look for the "Adding a company to an existing account?" section and select the Sign in link. Sign in with the user ID and password you already use for QuickBooks.

 

Feel free to read this article for more details: Create or add another company file to QuickBooks Online.

 

Moreover, we'll provide these articles for future reference:

 

 

We're glad to have you here. If you have additional questions, please reply to this post. We'll be happy to assist you. Keep safe, and have a good day.


Wow, just ran into the same problem and the official response is, shall we say, disappointing. 

 

Total deal killer for me. Off to find another provider....

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