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K
ktmathre
December 11, 2018
Solved

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

  • December 11, 2018
  • 2 replies
  • 13 views

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.

Best answer by

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.

2 replies

A
Anonymous
Answer
December 11, 2018

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.

K
ktmathreAuthor
December 11, 2018
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.
P
pino
April 24, 2020

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.

 

M
MaryAnn_E
Level 4
April 24, 2020

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.

K
kaimukiguy
June 26, 2021

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...

 

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