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Level 1

Being able to use a company letterhead at the top of an invoice

My current invoices all have my company letterhead at the top which is full width (less margins).  This letterhead is much more professional looking than just having a small company logo with standard text written below or to the side.  Unfortunately when trying to use my letterhead in any format as a logo, the size is small to the point of not being able to read it.  It would be great if I could save the invoice with the letterhead and either print off copies to mailed or save as a pdf for emailing.  We have done this for years with the desktop version.

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QuickBooks Team

Being able to use a company letterhead at the top of an invoice

We can download the template then add your letterhead, pgengineering.

 

When we upload a letterhead as a logo, the program will automatically adjust it to the size requirements of the logo that's why it will appear smaller in the template. To add your letterhead, we'll be customizing your template outside QuickBooks then reimport it. I'll guide you in doing this process.

 

First, let's download the current invoice template your using:

 

  1. Click the Gear icon.
  2. Choose Custom Form Styles from the Your Company column.
  3. Select the appropriate template, then click Preview PDF from the ACTION column.
  4. Hit the Download icon from the pop-up window.
  5. Open the file and make the necessary changes.

In editing the template, we can just simply remove the section containing your business name, phone, email, and address to avoid duplicate business information. Then, we'll have to expand the logo section to occupy the whole header area and insert your letterhead on it.

 

Once done, we can now import your new invoice template:

 

  1. Click the Gear icon.
  2. Choose Custom Form Styles from the Your Company column.
  3. Select Import style from the New Style drop-down menu.
  4. Choose Invoice from the Select a form type drop-down menu.
  5. Select Upload your .DOCX file field, then find and select your .docx template.
  6. Click Next, then verify your template fields if matches with QuickBooks fields correctly.
  7. Hit Next, then select Save if everything looks good.

I also encourage you to visit this article to know the different tricks in personalizing your sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts.

 

If I can be of any additional assistance, please don't hesitate to visit us again. Our doors are always open for you.

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