Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I created invoice templates and now how do I find them so that I can use them? Thanks

Find invoice templates
1 Comment
QuickBooks Team

I created invoice templates and now how do I find them so that I can use them? Thanks

Hi @marge_crowe-yaho,

 

I'll point you where you can locate your created invoice templates in QuickBooks Online (QBO).

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Select Custom form styles

On this page, you have the option to create new invoice templates, as well as edit the ones you already made. 

 

Here's how to select a form style to apply to an invoice:

 

  1. Open or create an invoice. 
  2. Click the Customize menu.
  3. Select a form style you wish to apply. 

I'll also share this article: Import custom form styles for invoices or estimates. It has the steps on how you can design invoice templates you can import to QBO, and apply them to your invoices. 

 

Direct other concerns you may have in the comments below. I'll take care of them for you.

Need to get in touch?

Contact us