Question

Packing Slip Templates

Forum|Forum|5 years ago
February 26, 2021
9 replies
112 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,

R

RCV

QuickBooks Team

Why can’t you add pricing to the online version of a packing slip. We always were able to in desktop. Please add this feature. Especially seeing you offered it in the desktop version and our customers are used to having it

Providing the best experience with the product is what we aim for, UniformMJ.

I know how beneficial it is to your business to add pricing to the packing slip template. However, this option is unavailable in QuickBooks Online (QBO). With this said, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

Go to Apps on the left side menu.
Search for the app in the Find apps to streamline your work field.
Look for the app that supports the Batch Invoicing feature.

Any questions about integrating the app into your Online account are best handled by the third-party app provider. For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one.