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I'm trying to create a different invoice template for two different business names that are both under the same entity. How can I have two templates with different names?

 
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QuickBooks Team
QuickBooks Team

I'm trying to create a different invoice template for two different business names that are both under the same entity. How can I have two templates with different names?

Let me guide you on how you can create two different invoice templates in your account, jlapp14.

 

We can go to the Custom Form Styles page and create a new invoice style.

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Choose Custom Form Styles.
  3. Tick the New style drop-down and select Invoice.
  4. Tap the Design tab and choose one from it.
  5. Fill in the details in the Content, Emails and Payments tab. 
  6. Press Done to save the template. 
  7. Go back the template, then enter the name in the Give your template a name field. 
  8. Tap Done.

in01.PNG in02.PNG in03.PNG in04.PNG

Then, do the same thing on the next invoice template and enter a different name on it. For more details about customizing sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once done, create an invoice and click the Customize tab at the bottom and apply the new template on the transaction. This way, you have the option on which new invoice form style you need to use.

 

in05.PNG

 

I have a link here where you can find articles about managing your invoices: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/invoices/08?product=QuickBooks....

 

Fill me in if you need a hand with creating recurring transactions or any QBO related. I'll be here to help. Have a wonderful day ahead. 

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Level 1

I'm trying to create a different invoice template for two different business names that are both under the same entity. How can I have two templates with different names?

I appreciate the fast response. Unfortunately when I do this the first invoice template takes the second invoice's information. For example/ First invoice template, I'll go to "Content" then "Header" and enter business name "Company 1". I'll save that and then open invoice template 2 and follow the same steps but enter "Company 2". Now when I save it my account changes the name to "Company 2" and also the first invoice now has "Company 2" on the template. Is there a way to have the contact info on both invoices edited without effecting either template or the account? I have a DBA and I'd like to invoice customers in the same account to make tracking easier in my bank but I can't have customers get invoiced from a business they've never heard of.

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QuickBooks Team

I'm trying to create a different invoice template for two different business names that are both under the same entity. How can I have two templates with different names?

Thank you for getting back to us, jlapp14.

 

It's really nice to send customized invoices to your customers. I've got some steps that you can follow on how you can create a separate invoice template with a different business name. Let's make sure that the import style is enabled in the settings.

 

Here's how:

 

  1. Go to the Gear > QuickBooks Labs.
  2. Turn on the Import Style feature.
  3. Select Done.

 

Then, follow these steps to add the template:

 

  1. Go back to the Gear and select Custom Form Styles.
  2. Choose Import Style from the New Style drop-down list.
  3. Under Upload your file, click the Download instructions & samples link. Edit the template and make sure to change the company name part.
  4. Upload the document by clicking the Upload your DOCS file field. Then, select Next.
  5. Map your template and then click Next.
  6. Preview your template and this the Save button. You will be prompted to enter a template name, then select Save.

Please see these sample screenshots:

 

 

The following article includes more details: Import custom form styles for invoices or estimates.

 

Please let me know if you need anything else. I'll be around to help you some more. Have a good day!

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