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T
TacoBoutPins
September 12, 2023
Question

Custom form styles not same design when creating estimates and invoices

  • September 12, 2023
  • 1 reply
  • 9 views

I created custom forms for estimates and invoices. When I create an estimate or an invoice the forms I created show as selections, but none of the actual custom design shows in the form either on screen or in the emailed link. Is there another step I have to complete to have the design show as the custom forms?

1 reply

L
LeizylMQuickBooks Team
QuickBooks Team
September 12, 2023

I'll make sure you'll be able to use the correct template when creating invoices or estimates in QuickBooks Online (QBO). 

 

We can check if we are using the correct template by going to the Customize section at the bottom of the invoice. I've added screenshots for your reference:

 

 

Also, we can use the customized form by making it a default template to represent all your forms. Here's how:

 

  1. From the Gear icon, select Custom form styles.
  2. Find the template and click the Edit drop-down.
  3. Select Make default.

 

Additionally, I've attached the article that can guide you with the customization according to your preference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep your post coming if you have clarification or additional information about custom form styles in QBO. I'm always here to help. Have a great day. 

T
TacoBoutPinsAuthor
September 12, 2023

This is great advice, but I should have said I am using quickbooks online, so my invoice and estimate forms do not look like the ones you shared in your reply. I will go through and try to find the same options, but if you have a different method for the online version please post again, I am sorry.

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