I appreciate you sharing the details about how you want to improve our product, Joe. I acknowledge that you want to include your preferred data in your invoice to enhance your business communication.
In QuickBooks Online (QBO), the custom form style helps you choose what template you want to use and the details you wish to display with your invoices.
Since not all your preferred information was available when customizing your invoice, I recommend sending insights and suggestions directly to our product engineer. They can take note of your idea and might add this to the future update.
Here's how:
1. Proceed to the Gear icon.
2. Select Feedback.
3. Share your comments or product suggestions.
4. Click Next to submit.
You can track feature requests through the QuickBooks Online Feature Requests website.
On the other hand, regarding your concern about the QB default invoice, you can manually select your template under Customize when creating your invoice. Also, you can set your preferred template as a default to use it continuously. Let me guide you on how.
- Head to the Gear icon.
- Under Your Company, select Custom form styles.
- Look for the customized template.
- Click on the drop-down button, then select Make default.
Moreover, consider scanning these articles to have a guide if you want to personalize, print, and email the invoice you just created:
The Community is just a click away whenever you have further questions regarding the custom form styles of your invoices or any concerns with QBO. We are always here to help.