Question

Packing Slip Templates

Forum|Forum|5 years ago
February 26, 2021
2 replies
25 views

Hello,

Our company recently established a secondary trade name. With this, we established custom templates for estimates and invoices to match this trade name and logo. However, when I make a packing slip, the template is that of the original template, rather than the new custom templates. Is there a means of making the packing slip template match the invoice template without altering the master template?

Thanks in advance,

QuickBooks Online

MaryLandT

Level 10

Thank you for contacting us about the template of the packing slip, Jeremy S.

The packing slip is a standard format and you're unable to edit it. You can customize other sales forms, like invoices, estimates, and sales receipts.

To print a packing slip:

From the left menu, select Sales then choose Customers.
Select the customer's name to display a list of their transactions.
From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Packing Slip.
Select the Batch actions drop-down, then choose Print packing slip.
The print preview screen will open so you can select printing options, preview, and print.

On the other hand, you can send a request about the feature that you want. Let me show you how:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.

Stay in touch with me if there's anything else you need, and I'll be right here to help you with QuickBooks.

J

Jeremy SAuthor

I'm unsure if the question is properly understood. I am not looking to alter the formatting of the template, but rather the contents.

Specifically:

Change the logo
Change the accent colors
Change the website listing

If the answer is the same, I understand but just want to ensure my question is understood.

Thank you,

M

Maybelle_S

QuickBooks Team

Thanks for coming back to us, @Jeremy S.

In QuickBooks Online (QBO), you can change the color of the Standard template and your Packing slip will follow. The packing slip is a standard format and cannot be edited. However, you can customize invoices, estimates, and sales receipts to make it personalize and add the information that matters most to your business.

In the meantime, I'd encourage checking our QuickBooks Blog from time to time to stay current with the latest feature available in QBO.

You may also check our help articles in case you have any other QuickBooks concerns: Help articles for QuickBooks Online.

Please don't hesitate to get back to me if you have any additional questions about QuickBooks. Have a great day.