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emasonbrp
Level 1

Invoicing

Does QuickBooks Online allow you to have specific invoices for dba's with different company names?  When I make company name changes to a custom invoice, it transfers that information to my standard invoice.

2 Comments 2
ChristieAnn
QuickBooks Team

Invoicing

Welcome to the QuickBooks Community, emasonbrp

 

 

Currently, you're unable to have specific invoices with various company names in QBO. Also, keep in mind that any modifications you make to your custom template will affect all created ones. Thus, the modified company name you created reflects on your standard invoice template.

 

For now, you can use the Class feature in QuickBooks as a workaround. This way, you're able to create a different class that you may name with various company names. If you desire to use it, you have to turn on the said feature in the Categories section.

 

Here's how:

 

  1. Click the Gear icon ⚙ and select Account and Settings.
  2. Choose Advanced, then select the Categories section to edit.
  3. Turn on Track classes.
  4. Under Assign classes, select One to entire transaction or One to each row in transaction.
  5. Set up the other needed info.
  6. Click Save, then Done.

 

Once done, you can now add a different class to the program. You can follow the steps indicated in this article: Create and manage classes in QuickBooks Online. Then, allocate them to every invoice you create in QuickBooks. I attached screenshots below for visual reference.

 

Lastly, you can open this article if you need steps on how to link payment to a single invoice so the entry is tagged as close: Record invoice payments in QuickBooks Online.

 

Keep me posted if you still need help with managing invoices in QuickBooks. The Community and I are always ready to assist further. Have a good one.

4Gal
Level 11

Invoicing

@emasonbrp 

Consider to use QB Desktop to manage multi company files.

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