Customize sales forms in QuickBooks Online

• Fields
• Table contents
• Company logo and contact info
• Color, font, and layout

Notes:

• Company info changes, like your logo or address, affect all future invoices and estimates, as well as customer info throughout QuickBooks.
• Your templates can’t contain different company info.

Edit your sales form’s appearance. Just open a current sales form or create a  new one.
To create a new sales form, go to Create , then select Invoice, Estimate, Sales receipt or any other sales form.

Edit the following as needed:

Edit company info

1. Select Edit company.
2. Make changes, then select Save.

Edit logo

1. Select the logo.
2. Select Upload.
3. Select an image from your computer.
4. Select Open.
5. Select the three-dot icon, then select Use as primary.

Edit fields

1. Select ⚙ Manage.
2. Select Customization. Toggle the fields on or off.
   Note: The available fields are:
   • Ship to
   • Service date
   • Product/service
   • SKU

Edit appearance

1. Select ⚙ Manage.
2. Select Design. Select the template to use. If you select Modernized template, select the font and color.
   Note: When you add a logo or layout to your custom templates, it won’t change other sales forms.
   You can edit a template or add a new one. Just go to Settings ⚙, select Custom fields (Take me there), then select Add field or Edit.

Select Print or download to see what your form currently looks like.

Note: When you turn on Service date, QuickBooks adds a date column to each product or service line on the form. Use it to record when each item was actually delivered, separate from the invoice date. On printed invoices, this column appears as Date.

1. Go to Create , then select Invoice, Estimate, Sales receipt, or any other sales form.
2. Select Manage ⚙.
3. Select the Design ▼ dropdown.
4. Select Remove default from the Modernized template section. The default template will be the standard template.
   Note: Select Add/Edit to edit the standard template.
5. Select Done. This new (Standard) template will now be your default.

Note: You can only set the standard template as default. You can’t edit the modernized template.

1. Go to Settings ⚙, then select Custom form styles.
2. Select the New style ▼ dropdown, then select a form.
   Note: You can also select Edit on an existing template.
3. Select Content.
4. On the visual preview, select the section of the form that shows a list of products.
5. Select EDIT LABELS AND WIDTHS.
6. Use the sliders to adjust column width.
7. Check each column you want to show.
   Note: You can change the name of each column.
8. Select Done.

1. Go to Settings ⚙, then select Account and settings. (Take me there)
2. Select the logo.
3. Select Upload.
4. Select an image from your computer, then select Open.
5. Select each field to update that company info as needed.
6. Select Done.

1. Go to Settings ⚙, then select Custom fields.
2. Select Add custom field.
   Note: If you want to edit an existing custom field. Select Edit next to it.
3. Name the field, then select a type from the Data type ▼ dropdown.
4. Select Transaction.
5. Select the forms you want the fields to show on.
   Note: You can toggle Print on form for each form.
6. Select Save.

1. Go to Settings ⚙, then select Account and settings.
2. Select Sales.
3. Select Sales form content.
4. Select which fields you want to include, then select Save.
5. Select Products and services.
6. Turn Show Product/Service column on sales forms and Show SKU column on or off.
   Note: The available fields are Shipping, Custom transaction numbers, Service date, Discount, Deposit, Accept tips, and Tags.
7. Select Save.