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tourfuel
Level 1

How do I add a DBA to my account to that my invoices have the new DBA logo and email instead of the corporation?

 
1 Comment
KhimG
QuickBooks Team

How do I add a DBA to my account to that my invoices have the new DBA logo and email instead of the corporation?

Greetings, @tourfuel.


Thanks for visiting the Community. I’m here to share some information on adding DBA to your account, setting up a new logo for invoices and changing the email.

 

If you’re using QuickBooks Online Plus and Advanced, you can add DBA as a location. With this feature, you have the option to set the name, address, email and phone number to show on the sales forms after selecting it on the transaction. 


Let's begin by turning on location tracking from the Account and Settings. Here’s how:

  1. Go to the Gear icon and select Account and Settings.
  2. Select Advanced.
  3. Click the pencil icon in the Categories section.
  4. Choose Track Locations and select Business under Location label.
  5. Hit Save, then Done.

 

 

 

Now, you can start adding a location with the DBA’s information. To do that, follow the steps below:

  1. Go to the Gear icon and select All Lists.
  2. Select Locations on the Lists window.
  3. Click New at the top right corner of the screen.
  4. Enter Name for DBA.
  5. Choose the boxes you need and enter the necessary information such as the title for sales forms, company name used when communicating with customers, address, email address, and phone number.
  6. Hit Save.

 

 

 

To add the new DBA logo to the invoice, upload the template in the Custom Form Styles window. Let me show you how:

  1. Go to the Gear icon and select Custom Form Styles.
  2. Choose New style and select Invoice.
  3. Select Make logo edits under the Design tab.
  4. Click the small Plus icon at the bottom right of the existing logo.
  5. Upload your desired logo.
  6. Hit Save.

 

 

 

 

Once done, you’re now ready to create an invoice with the DBA as location. Here are helpful articles for reference: 

That should get you pointed in the right direction. Touch base with me here if you have any questions, I’m more than happy to answer them for you. Wishing you and your business continued success!
 

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