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Hello, @srschue1! Thank you for reaching out on the QuickBooks Community page.
I'm here to help you with your questions about invoice templates in QuickBooks Online (QBO) Essentials.
The option to create templates with different company names is unavailable in the program. Any changes you make to the business or company names on templates will automatically apply to all your templates.
However, you can use the location-tracking feature in QuickBooks to easily change company names on your sales transactions. This will allow you to set a different company name when sending invoices.
Please take note that this feature is only available for QBO Plus and Advanced subscriptions. Since you're using QBO Essentials, you can upgrade your subscription to utilize this option. Here's how:
- Sign in to QuickBooks Online as a primary or company admin.
- Go to Settings ⚙ and select Subscriptions and billing.
- Make sure your payment info is up to date.
- In the QuickBooks Online section, click Upgrade your plan.
- Review the available plans and then select Choose plan.
- Follow the on-screen steps to upgrade your plan.
After upgrading, you can turn on the location tracking feature and add a location in QuickBooks. Then, make sure to check the This location has a different company name when communicating with customers box and enter the company name. This way, it would reflect on your printed or sent invoices.
For more information on personalizing and adding specific information to your sales forms, you can refer to this article: Customize invoices, estimates, and sales receipts in QBO.
Please feel free to ask if you have any further questions about customizing invoice templates in the program. I'm here to assist you.
