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ktmathre
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 December 10, 2018

Best Answers
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

7 Comments
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

ktmathre
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.
pino
Level 1

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

Does this work for QuickBooks Online?

Thanks

pino
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.


 

MaryAnn_E
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.

kaimukiguy
Level 1

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

I have the same question, but this solution isn't ideal because you still have to manually recreate your company names with each invoice.   Isn't there a way to separate the DBA's by sign-in, yet have them all act like the single company they are? I used to have this ability when I worked for a previous company but it went away when I set up my own...

 

RCV
QuickBooks Team
QuickBooks Team

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

Thanks for checking in with us, kaimukiguy.

 

If the DBA is the same business and using different names, you can setup several DBA's under one business account in QuickBooks Desktop. However, if they are different businesses, then that option is unavailable. They have to have their own company files and each business files its own tax returns. For more details about Doing Business As, check out the What is a DBA? Everything small business owners need to know article. 

 

You can also upload a Word Document to enter the different company information. Also, you'll have to customize the templates for each additional DBA. To create and edit templates, see the Use and customize form templates article.

 

Visit our Help Articles page for more insights about managing your business in your software.

 

I'm just one post away if you need a hand importing or exporting your templates or any QuickBooks related. Just reply to this post and I'll get back to you. You have a good one. 

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