I have one entity but mulitple DBAs. How can I send invoices for the different DBAs. When I make a DBA change on customized invoice it changes all the templates.

If you have QBO Plus, you can set up each DBA as a Location, and set up each Location with the DBA's name, address, tel, which will print on the invoice, after you select the Location on the invoice

I have Quickbooks Desktop Premier 2019.  Is this possible with Desktop Premier?

It's possible with the Desktop version, mvrock66.

You can set up each DBA as a class. And, the same as what @Malcolm Ziman suggested, set up each class with the DBA's name. When you choose the class, it will show on the invoice.

First, let's turn on the feature. Here's how:

1. Click the Edit menu, then choose Preferences.
2. Click Accounting, then go to the Company Preferences tab.
3. Under CLASS, put a check mark in the Use class tracking for transactions box.
4. Click OK.

Then, set up the DBA as a class. Here's how:

1. Click the Lists menu, then go to Class List.
2. Click Class, then choose New.
3. Enter the DBA name, then click OK.

Lastly, when you create an invoice, just click the CLASS drop-down arrow, then choose any DBA. You can check the screenshot below.

If you have other questions, just drop any comment. Have a great day! 

Is there a way to also make sure the correct DBA is showing on the invoice email that is sent out to customers and the "pay" link where that option to pay the invoice is hosted? I have a custom form invoice for my DBA, but the main company name keeps populating on the invoice where the customer proceeds to pay it...

Thanks!

Hi there, @brookehern10.

Thank you for posting in the Community. I'd be happy to help share some insight into how the company name shows on the email message sent with the invoice.

The default company name that shows on the sales forms, like an invoice and purchase orders is based on what is in your Account and Settings. As a workaround, you can temporarily edit the information before sending the email. After that, you can change it back to the correct company name.

Here's how:

1. At the top right, choose the Gear icon.
2. Select Account and Settings.
3. On the left pane, select Company.
4. Click the Company name section.
5. Edit the information in the Company name field. 
6. Click Save.
7. Select Done.

The following article contains more information about this: Change company name, address, email address, EIN, and privacy settings.

That should point you in the right direction today. Drop me a comment below if you have any other questions about managing invoice emailed to customers. I'll be happy to help you out. Have a great day ahead. 

Thanks so much! I did try that and the minute I reverted back (as we have other invoices which require using the main company name) it changed the DBA invoice in real time. So if the client opens the email and clicks the link to the invoice...that online hosted invoice where they go to pay is changed back to what is currently populated in the account settings area.

Is there a workaround for this?

Thanks again!

Hi there, @brookehern10.

Thanks for providing me an update about the steps that you've tried. Allow me to provide additional insight with this concern.

At this time, editing the company information details temporarily before sending the email is the only workaround that we could offer. This is because QuickBooks relies on whatever information set up for your company.

I'd encourage you to visit our QuickBooks Online Blog to be updated the latest news and updates, including product improvements, company news, and leadership spotlights. 

Please know that the Community has your back should you have any questions. Have a good one!

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@brookehern10 wrote:

I have a custom form invoice for my DBA, but the main company name keeps populating on the invoice where the customer proceeds to pay it...

 

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Did you try using the Location feature instead of  a custom form ?

This does not work! ?

Thank you for joining this thread, @wdperkins.

As of now, Location tracking is the only option to send invoices under different DBA in QuickBooks Online (QBO). However, if you're encountering browser issues when visiting Intuit sites, you can perform some basic troubleshooting steps to fix the problem. 

Also, to be updated about the latest features and enhancements of the software, you can visit our QuickBooks Blog. From here you can also read through articles under Accountant advice, QuickBooks Resource Center, etc.

I'm always here if you have additional questions. Take care always, wdperkins. 

How do I find this same answer on the Mac version of Quickbooks online?

Hi there, @alexafleur.

Let me share some information about the class/location tracking in QuickBooks Online.

Class tracking in QuickBooks is an awesome feature. Class track of your income, and expenses by department, location, property, project in QuickBooks. This feature is only available in QuickBooks Online Plus.

You can easily turn on class tracking or location tracking in Settings:

1. Select the Gear icon in the Toolbar, then Account and Settings (or Company Settings).
2. Select Advanced under Account and Settings.
3. In the Categories section, select the edit (pencil) icon.
4. Choose the category you want to enable and select the settings for that category.
5. Select Save. Once this feature is turned on, a drop-down menu for Classes or Locations will appear on your forms.

Now that you have enabled the drop-down menu for Classes or Locations, you can create categories for them:

1. Select the Gear icon, then from Lists, select All Lists.
2. Choose Classes or Locations
3. Select New at the top.
4. Enter the information.
5. Select Save.

You can get more information in this article: How to set up and use class and location tracking.

For QuickBooks Online comparison, check out this link: https://quickbooks.intuit.com/online-compare/.

Keep me posted if you need more information about class or location tracking in QuickBooks Online.

QuickBooks Online is the same on the Mac in a browser as it is in Windows.

Unfortunately, this does not answer the question at all.

For those who find this thread, there is now a definitive and positive answer. First, your QBO subscription must be QBO Plus or Advanced. Second, you must turn on location tracking in the advanced section of company settings. Finally, you must create a location for each DBA (I changed the reference name for locations to divisions). When you create a location, you are given the option of setting a number of options for that location including company name, address, phone number, website, etc. Once you do this and set the location when you create an invoice, then the information for that location will show in those corresponding fields in the invoice template. Combine this with different templates for the different DBAs and you can have different logos, formats, and designs for the invoices. You just need to select both the correct location and template for each invoice. It only took about 10 years, but this issue is finally resolved.

Looks like using locations they have all options for different address etc.

However, they didn't give the option for website?

All invoices still default to original website.  Would like to be able to have a different address for each location or division.

Best response and worked like a charm 

Thanks

So, something changed in the recent updates to QBO. Anyone else have this issue - my invoices used to select the template based on the location (I call it business in my QBO). Now it does not. And the new invoice format doesn't allow you to switch. The only solution I can find is to to to account settings and change the default template every time I need to send an invoice from one DBA or the other. That is NOT an acceptable solution. I assume there must be a setting somewhere I am missing?

HELP!!!!

Hello there, @mrbmbrown. Thank you for joining the thread and sharing information about the recent updates of invoices. I would like to share details about this, so you can send feedback to the proper channel.

QuickBooks is releasing a new invoice layout that will assist you in sending templates and getting paid faster. I can see how convenient this will be for you and your business. As we highly value your suggestions, I recommend sending your feedback to our Product Development Team. They will consider this option and assist you with your business demands accordingly.

Here’s how you can submit feedback in QuickBooks Online (QBO):

1. Hit the Gear icon at the top, then select Feedback.
2. Type in your product suggestions.
3. Click Next to submit feedback.
   
   

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

Meanwhile, I will share some resources with you that you can browse and use as a reference to personalize your sales forms and stay updated on the newest updates of your sales transactions:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• See what’s new with estimates and invoices in QuickBooks Online

If there's anything else you'd like to do regarding your invoices, let me know the details. I'll be always here to help you. Have a great day ahead.