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I am currently using the QuickBooks online version for Non-Profit. I want to go in and change the look of my invoice. However, when I go to Settings, I do not have Custom Form Styles in my list. How do I get this feature back?
Being able to customize your sales forms is my top priority, @Dawn_at_Throw_Pink.
If you currently subscribe to QuickBooks Online (QBO) Simple Start or Essentials version, the Custom Form Styles on the settings are unavailable. This feature is only available on QBO Plus and Advanced versions.
You may consider upgrading your QBO version to utilize this feature. You can visit this page for more information and see the other feature available on different versions: https://quickbooks.intuit.com/pricing/.
Then, to learn more about customizing your forms, visit this great resource: Customize invoices, estimates, and sales receipts in QuickBooks Online. It also contains information on how to customize depending on whether you have the new or old version of estimates and invoices.
For your future tasks, I'm adding you some links that you may find helpful:
If there's anything else that I can do for you while working with QuickBooks, don't hesitate to reach back out. I'll be more than happy to answer your queries. Take care, and have a great day.
I am signed up for Quickbooks Plus so I don’t understand why I can’t modify my invoices.
Hey there again, @Dawn_at_Throw_Pink.
I appreciate you reaching back out and letting us know the version of QuickBooks Online that you're currently using to modify/customize your invoices.
Since you're unable to see the Custom Form Styles option in your settings, you could have the new version of estimates and invoices. The new version allows you to customize the invoice as you're creating it. Here's how:
If you don't have this option, I recommend clearing your browser's history or trying another browser. In the end, if this works for you but like the old version better, you can switch back. Here's how:
Note: Before doing these steps, review this guide for more details on certain features you will and won't have when switching back: See what's new with estimates and invoices.
It's that easy!
This should do the trick. I'm only a post away if you have any other questions. Have a wonderful Thursday!
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