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camorrissey
Level 1

Can I have different customized layouts for different companies on my account?

 
2 Comments 2
MoiraskyeT
QuickBooks Team

Can I have different customized layouts for different companies on my account?

Hi there, @camorrissey.

 

Yes, QuickBooks Online (QBO) company files have their own customization settings. You can customize these settings in the Custom Form Style section.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under the Your Company section, Select Custom form styles.
  3. Click the New style dropdown.
  4. Choose which of the Invoice, Estimate, or Sales receipt you want to customize a template for.
  5. Use the Design section to personalize the form's appearance by adjusting the design elements.screenshot-1768738414151444.pngscreenshot-1768738929164666.png
  6. Utilize the Content tab to specify where you want changes applied on the Invoice, Estimate, or Sales Receipt.screenshot-176874023723177777.png
  7. After that, click Done.

 

Once you've finished customizing one company, you can customize the other company.

 

If you have additional questions about your QuickBooks company template, please don’t hesitate to respond to this post.

MoiraskyeT
QuickBooks Team

Can I have different customized layouts for different companies on my account?

Hi, @camorrissey.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

 

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.

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