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Buy nowYou've come to the right place for help, @cfmductac. I am pleased to welcome you here in the Community.
I know how logos help establish the company's brand and personality. With that said, allow me to walk you through the process.
You can add a logo to your sales forms by following the steps below:
Please also know that when uploading a logo, there are a few requirements that you need to meet. These are:
For future reference, here are some links about personalizing your sales forms and recording your invoice payments in QBO:
Please let me know how it goes after uploading logos. I want to make sure everything is taken care of. Wishing you and your business continued success.
Thanks Daniela but I don’t have the option Custom Form Styles, just sales forms (I can’t change these) and sales taxes option…
I'm delighted to have you here today, @cfmductac. Let's work this out to get you started on creating custom form styles and adding a logo to your forms inside QuickBooks Online (QBO).
Before we do so, I'd like to share possible reasons you can't see the option. You may be using the new experience version. It could be the treason you don't see the Custom form styles from the Gear icon.
Based on the screenshot you attached, it looks like you're using a mobile or a Tab. Am I correct? If this is the case, know that you'll want to access your company using the Web browser on your desktop. This way, you can create custom form styles and add a logo to your forms.
Once you've got everything set, refer to this handy article to start creating custom templates for your forms inside QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
To add up, I've got you this article to help you manage payments inside your company: Take and process payments in QuickBooks Online with QuickBooks Payments.
Also, if you got time to spare, you can visit this page to learn about modifying reports and adding extra details to it so you can monitor all transactions inside your company: Customize reports in QuickBooks Online.
Thanks for dropping by here today, @cfmductac. Don't hesitate to let me know in the comments below if you got any additional QuickBooks-related concerns. I'll be happy to help you out again. Take care, and have a nice day!
@Kurt_M thanks so much for your answer I think that is the reason why I can’t, because I’m using my android tablet. I’ll work on it. Have a great day.
I need help adding a logo to my QB Payments form - I'm using QB Desktop.
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