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

Does this work for QuickBooks Online?

Thanks

Where can we select the specific invoice template to use when trying to issue the invoice in QB Online?

Thanks

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@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.

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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.