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tocile
Level 1

Can I create a 2nd invoice template that contains a different company name. I need to be able to switch between the two invoices for client billing

 
1 Comment 1
LieraMarie_A
QuickBooks Team

Can I create a 2nd invoice template that contains a different company name. I need to be able to switch between the two invoices for client billing

Welcome to the Community, @tocile.

 

Yes, you may create a second template with a different company name by importing a new form style. First, let's turn on the Import Style feature. 

 

Here's how:

  1. Go to the Gear icon.
  2. Select QuickBooks Labs.
  3. Turn on Import Style.

 

Then, let's download the sample template from the program. This way, you'll be able to see and learn how to design your custom form.

 

  1. Go to the Gear icon and select Custom form style.
  2. Choose Import style from the New Style drop-down arrow.
  3. Select Invoice and click Next.
  4. Click the Download sample DOCX link.
  5. Click the downloaded sample.docx file.
  6. Edit the company name and save it your desired location.

 

Now, let's import the new custom form style. 

 

  1. In the Import Form Style page, click Browse.
  2. Open the sample template that you've created and click Next.
  3. Check your template fields match correctly and click Next.
  4. Click Save.
  5. Enter the name of your style, then hit Save.

 

For more details, check out this article: Import custom form styles.

 

To help you speed up your work in managing invoices to regular customers, check out this article: How to create a recurring invoice and manage recurring transactions.

 

Let me know if you have further questions. I'd be glad to help you some more. Stay safe.

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