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Join nowLet 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:
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.
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.
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.
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:
Then, follow these steps to add the template:
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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