How can I use more than one invoice template?

I completely understand the need for multiple invoice templates for your organization's different locations and DBAs, beechsidekathryn. It's essential to have unique invoice forms with specific names, contact information, and fields to cater to the diverse requirements.

In QuickBooks Online (QBO), you can utilize only one template per invoice, and yes, you can have more than one invoice template active. This can be done by clicking the Customize button within the Invoice window.

Here's how:

1. Go to the +New button.
2. Under Customers, select Invoice.
3. Choose the customer from the drop-down arrow.
4. Enter the other information needed.
5. Click Customize at the bottom.
6. Select the template you want to use.
7. Hit Save.
   

However, if the issue persists, I suggest performing basic troubleshooting steps. You may have accumulated too much historical data. The reason you're unable to choose which form to use for a specific invoice. First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Feel free to visit these articles to learn more about managing sales forms:

• Customize invoices, estimates, and sales receipts
• Add, customize, or remove logos on sales forms

Please let me know if you have other concerns about sales transactions and templates. I'll be around to help. Take care and stay safe.

Thanks so much!

I definitely was not expecting to have to look at the bottom of the screen for the templates - completely overlooked that.

I appreciate your help.

It's a pleasure to have you here again, Kathryn.

I’m glad that my colleague was able to provide some information about using more than one invoice template in QuickBooks.

Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

Let us know if you have other concerns about QuickBooks. We'll be happy to lend a helping hand. Stay safe!

I followed these instructions exactly but the templates don't change. I have two dbas and need to have different templates for each. Why does this not work for me? When I tried to make the templates it actually ended up changing my entity name to include one of the dbas in the name. What I need it to do is only show the dba on the templates not in the system. What am I doing wrong?

Thanks for joining this thread, Mike.

Let me help you show how to change the Doing Business As (DBA) on your invoice.

Clicking the Customize field in the invoice and choosing one will never change your entity name or add your DBA. You need to turn on the Location and add your DBA there so that it will show in your invoice and select one.

Also, this feature is only available for QuickBooks Online  (QBO) Plus and Advanced. If you're not in these subscriptions, you can upgrade your plan.

First, turn on the location tracking. Here's how:

1. From the Gear icon, select Account and settings.
2. Choose Advanced.
3. In the Categories section, select the Edit icon.
4. Turn on the Track locations and switch to track locations.
5. Pick Save, then Done.

Then, add your two DBAs in the Location. Here's how:

1. Go back to the Gear icon.
2. Below the Lists column, select All Lists.
3. Look for and click the Locations option.
4. On the upper right corner, tap the New icon.
5. In the Name field, enter the first DBA name you have.
6. Select what kind of location info that DBA is below. Since you want to change the entity name, you can tick the "This location has a different company name when communicating with customers." Then, change the name to the correct one.
7. Once done, tap Save.
8. Repeat the process for your other DBA.

Feel free to read this article for more info: Set up and use location tracking in QuickBooks Online.

Once done, let's create an invoice. Before saving it, ensure to click the Location field dropdown and select a DBA. Then, go to Print or Preview below to see if the entity name field has changed.

You might want to utilize class tracking in your invoice. Check out this article: Turn on class tracking in QuickBooks Online.

Don't hesitate to come back here if your additional invoice displays template-related concerns. I'll be willing to lend a hand. Keep safe and have a good one.