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Edit your brand, document, and email settings in QuickBooks Commerce

SOLVEDby QuickBooksUpdated 3 weeks ago

Learn how to edit your brand, document, and email settings in QuickBooks Commerce.

QuickBooks Commerce is no longer available for purchase as a stand-alone product.
The features referred to in this article are only relevant for customers who still have QuickBooks Commerce bundled with their QuickBooks Online subscription.
If you want to learn more about e-commerce accounting features that are part of QuickBooks Online, check out Accounting for e-commerce FAQ.

QuickBooks Commerce lets you customize the brand, document, and email settings for your business transactions. Here are the details you can set up when you create a brand theme.

Edit brand details

To reflect your brand, here's how to set up and customize your brand theme.

  1. Go to Settings ⚙.
  2. Select Brands & documents.
  3. Select the brand theme you want to edit. 
  4. On the Brand Details tab, you can customize:
    • Brand Name
    • Brand Colors
    • Contact Email
    • Contact Phone 
    • Billing Location
    • Document Language
    • Logo
  5. Once done, select Save changes.

To set this as your default brand, select the Make default brand checkbox. You can also set up branding themes for your sales channel.

Edit your document settings

Here’s how to customize your document settings to reflect the info you want to display in your business documents. 

  1. Go to Settings ⚙.
  2. Select Brands & documents.
  3. Select the brand you want to edit.
  4. Go to the Document Settings tab. 
  5. Fill in the General Document Settings and Document-specific Settings sections.
  6. Once you're done, select Save changes

Edit general information that appears on your documents.

  • Page Size
  • Font Size
  • Footer Note

Edit fields that appear in specific documents. 

Note: For sales order, quote, invoice, and stock transfer documents, you can add another price column. Select Add another price column, then select a price type.

  • Select Document
  • Document Title
  • Sale Order Terms
  • Header fields
  • Columns
  • Totals
  • Customer Information fields

Edit your email settings

You can select a default email template for every transaction email you send to your customers. Here’s how.

Note: You can't delete currently used email templates. To delete it, select another template to replace it.

  1. Go to Settings ⚙.
  2. Select Brands & documents.
  3. Select the brand you want to edit.
  4. Go to Email Settings
  5. From the small arrow ▼ icons, select the email templates you want to use for each transaction. 
  6. Once done, select Save changes.

Not sure what email template to use? You can always create a new email template that fits your business needs.

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