cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I customize templates so I have multiple templates with diff. business names?

I have one business with several dba's and want the individual business names on my invoices, packing slip, etc. but when I change one it changes all of them.

Solved
Best answer 12-10-2018

Best Answers
Highlighted
Anonymous
Not applicable

How do I customize templates so I have multiple templates with diff. business names?

Make changes to the template(s) in the layout designer:

- Remove the standard business name and/or address from the template.

- Right click to add a text box and put the desired co name and address in the field.

View solution in original post

5 Comments
Highlighted
Anonymous
Not applicable

How do I customize templates so I have multiple templates with diff. business names?

Make changes to the template(s) in the layout designer:

- Remove the standard business name and/or address from the template.

- Right click to add a text box and put the desired co name and address in the field.

View solution in original post

Highlighted
Level 1

How do I customize templates so I have multiple templates with diff. business names?

Thank you. Apparently I didn't have my eyes turned on or I would have seen the big ADD button at the top of the screen also.
Highlighted
Level 1

How do I customize templates so I have multiple templates with diff. business names?

Does this work for QuickBooks Online?

Thanks

Highlighted
Level 1

How do I customize templates so I have multiple templates with diff. business names?

Where can we select the specific invoice template to use when trying to issue the invoice in QB Online?

Thanks


@ktmathre wrote:

I have one business with several dba's and want the individual business names on my invoices, packing slip, etc. but when I change one it changes all of them.


 

Highlighted
QuickBooks Team

How do I customize templates so I have multiple templates with diff. business names?

Hi there, @pino.

 

When creating invoices in QuickBooks, the last template that was used will be set as the default option the next time you create one.

 

Allow me to walk you through the steps on how to do it:

 

  1. From the Customers menu, select Customer Center.
  2. Go to the Transactions tab, then choose Invoices.
  3. Find the invoice, then double-click it to open the transaction.
  4. From the Template drop-down menu, select the template you created.
  5. Hit Save & Close and repeat these steps for the other invoices.

 

Now you'll be creating and editing templates like a pro in no time. You may find this article helpful as well: Use and customize form templates.

 

Keep in touch if there's anything else I can help you with. Have a great day.

Need to get in touch?

Contact us