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cfmductac-gmail-
Level 1

How can i add logo on my forms?

 
6 Comments 6
Daniela_A
QuickBooks Team

How can i add logo on my forms?

You'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:

  1. On your QBO account, click the Gear icon at the top. 
  2. Under Your Company, pick Custom Form Styles.
  3. Hit the New style drop-down at the upper right hand and select the appropriate form.
  4. Go to the Design tab, then select Add your unique logo.
  5. Pick the box with Add a logo +, then the on the next window.
  6. Locate and select the image you want to use.
  7. Select Open
  8. Once uploading is done, hit Save, then Done.

 

Please also know that when uploading a logo, there are a few requirements that you need to meet. These are:

 

  • Supported file types are. gif, .bmp, .png, .jpg, .jpe, or .jpeg.
  • Your file should be smaller than 1 MB.
  • Have a bit depth (or color depth) of 24-bits or less.
  • Use the standard RGB color space (RGB).
  • The shape of the logo should also be square, instead of a rectangle.

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.

cfmductac-gmail-
Level 1

How can i add logo on my forms?

Thanks Daniela but I don’t have the option Custom Form Styles, just sales forms (I can’t change these) and sales taxes option…

cfmductac-gmail-
Level 1

How can i add logo on my forms?

Hello Daniela, thanks for your help but under my company I don’t have Custom Form Styles, just Sales Forms (can’t be modified).

Kurt_M
QuickBooks Team

How can i add logo on my forms?

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! 

cfmductac-gmail-
Level 1

How can i add logo on my forms?

@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. 

Stacey_M
Level 1

How can i add logo on my forms?

I need help adding a logo to my QB Payments form - I'm using QB Desktop.

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