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Customizing Invoice Header

I have two divisions in my company.  Each has their own DBA and I want the invoices to show the DBA name and email information in the header.  I have made two templates one for each division.  But the Header information seems to be global in that when I change it in one template, it also changes in the other template.  How should I do this?

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Best answer 05-22-2019

Accepted Solutions
QuickBooks Team

Re: Customizing Invoice Header

Hello there, hugh-cox.

 

When you make changes to a regular template, it also affects the other. Furthermore, you can import your own template and add the DBA by following these steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Your Company, click Custom Form Styles.
  3. Click the New Style drop-down arrow and choose Import Style.
  4. Click the Download a sample link and edit the template.
  5. Save the template on your computer and go back to the Import Form Style window.
  6. Upload the template and click Next.
  7. Make sure to map the fields and click Next.
  8. Click Save and enter the template name.

You can also check this article for reference: Import custom form styles for invoices or estimates.

 

Please let us know if you have any additional questions or other concerns. Thanks.

6 Comments
QuickBooks Team

Re: Customizing Invoice Header

Hello there, hugh-cox.

 

When you make changes to a regular template, it also affects the other. Furthermore, you can import your own template and add the DBA by following these steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Your Company, click Custom Form Styles.
  3. Click the New Style drop-down arrow and choose Import Style.
  4. Click the Download a sample link and edit the template.
  5. Save the template on your computer and go back to the Import Form Style window.
  6. Upload the template and click Next.
  7. Make sure to map the fields and click Next.
  8. Click Save and enter the template name.

You can also check this article for reference: Import custom form styles for invoices or estimates.

 

Please let us know if you have any additional questions or other concerns. Thanks.

Not applicable

Re: Customizing Invoice Header

Is there a way to export/download an existing template?

ProAdvisor

Re: Customizing Invoice Header

@hugh-cox 

 

Which version of QBO do you have?
If you've Plus plan (or higher), with location tracking feature on, you should be able to customize sales forms, company name, address, email, and phone number, I believe. (Hope it still works.)

 

See attached screenshot below for reference.
To setup this:
Gear at the top right corner > Lists > All Lists > Location > Select Location on the list > Under Action column drop down, customize as you want on "Location Information" window next > Save.

 

.

location_information.PNG

Established Community Backer ***

Re: Customizing Invoice Header


@hugh-cox wrote:

I have two divisions in my company.  Each has their own DBA and I want the invoices to show the DBA name and email information in the header.  I have made two templates one for each division.  But the Header information seems to be global in that when I change it in one template, it also changes in the other template.  How should I do this?


The "Location" feature handles this

Established Community Backer ***

Re: Customizing Invoice Header


@RenjolynC wrote:

 

When you make changes to a regular template, it also affects the other. Furthermore, you can import your own template and add the DBA by following these steps:


You say when you make changes to a regular template, it also affects the other. But then you say you can import your own template.  Does that mean that changes made to an imported template do NOT affect the other template? 

QuickBooks Team

Re: Customizing Invoice Header

Thanks for sharing about Location tracking, vpcontroller and Malcolm! It's perfect for this scenario.
 

 

Hi there, Hugh!

 

About your question on exporting your existing templates, we're unable to do that. However, you can download the sample template using the steps shared by RenjolynC. Then, edit it by entering your company information in the header, so it will stick on the form even if you change your company information in your settings or other templates. Then, remove the details you don't need and import it back.

 

On the other hand, the Location tracking feature is only available in the Plus and Advanced versions. If you're using the Essentials or the Simple Start version, editing the sample template would be an easy option for you. You can also try creating your own template.

 

If there's anything that we can help, you can always visit us back in the Community. Have a good day!

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