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Adding bank details to your invoices

by Intuit38 Updated 3 months ago

Learn how to add bank details to your invoice in QuickBooks Online. 

To help your customers set up a payment, you can customise the footer of your invoice to include your bank details. Here’s how:

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  1. Go to Settings Settings gear icon. and select Custom form styles.
  2. Locate the Standard style and select Edit from the Action column.
  3. Select Add your EFT details. Note:It is only possible to add your bank details to the Airy new invoice template. If you can’t see this option, select Change up the template to update your template to Airy New.
  4. Enter your payment details and select Done.

Note: The change will opnly apply to newly created invoices after the invoice customisation is applied.

Additional options

You can also create your own invoice template in Word. For more information, see the article Import custom form styles for invoices or estimates.

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