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KathyR
Level 2

Quickbooks Desktop Bill Payment Stub Template

I was excited to see that there's now the ability to send a bill payment stub with bills paid. However, the standard template doesn't meet our needs and I need to customize the form. The bill payment stub template doesn't have buttons for Additional Customization or Layout Designer so I'm unable to make changes to the template.

Please help.

150 Comments 150
Rea_M
Moderator

Quickbooks Desktop Bill Payment Stub Template

I've come to share details about customizing the bill payment stub template in QuickBooks Desktop (QBDT), @KathyR.

 

For the time being, customizing the bill payment stub isn't an option in QBDT. That's why the template doesn't have buttons for Additional Customization or Layout Designer to make changes to it. However, you can print (from the File menu's Print Forms option) it to view the list of all the bills you've paid. Please see the screenshot below for your reference.

 

84.PNG

 

In keeping with this, I'm adding this article to further guide you in managing the growth of your business using QBDT: QuickBooks Help Articles. It includes topics about account management and then you can click the + More topics button to view other subject matters like reports and taxes. You can also watch video tutorials to learn your way around the program.

 

Also, QBDT offers a wide variety of ready-made vendor reports that tell you where your company stands, in terms of expenses and accounts payable. to know more about these reports, you can check out this article: Customize vendor reports.

 

Please don't hesitate to leave a comment below if you have other concerns about bill payment paystubs and managing your vendor transactions in QBDT. I'll gladly help. Take care, and I wish you continued success, @KathyR.

KathyR
Level 2

Quickbooks Desktop Bill Payment Stub Template

When will this form be customizable? 

JonpriL
Moderator

Quickbooks Desktop Bill Payment Stub Template

Let me help share information about the bill payment stub template, @KathyR.

 

As of the moment, there isn't an integrated way to customize the bill payment stub template to personalize the contents. We're also unable to provide the exact turnaround time as to when this feature will be added to the program design.

 

While the option is not yet available, I'd highly suggest letting our product developers know about your request by sending feedback. I'll show you how.

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Under Product Area, choose Customers Sales.
  5. Enter a few words describing how you wanted to customize the bill payment stub template for your business.
  6. Select Send Feedback.
  7. Click Close Window.

 

I'm adding this article with the topics you can use while recording the common vendor transactions: The Vendor Transaction Workflows in QuickBooks Desktop.

 

It'll always be my pleasure to help if you've got additional questions about customizing the bill payments stub. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

cyncar
Level 2

Quickbooks Desktop Bill Payment Stub Template

For what we're paying for this new subscription model annually, this is a big miss by QBDT.  Every form should be customizable.  I will submit my feedback, so hopefully this gets implemented.  

ETPPCFL
Level 1

Quickbooks Desktop Bill Payment Stub Template

Yes I agree this needs to be customizable. My reference numbers for some bills do not display the entire reference number because the column is not big enough...

laura01
Level 3

Quickbooks Desktop Bill Payment Stub Template

Their replies always amaze me...full of info that's 100% crap.

tw718
Level 1

Quickbooks Desktop Bill Payment Stub Template

I don't understand why you said that. Below is what information QBDT Help states about customizing, yet we still cannot customize....

Use and customize form templates

by QuickBooks14Updated September 28, 2021

Learn how to use and customize form templates in QuickBooks Desktop.

In QuickBooks Desktop, you can create custom templates for forms. You can customize these templates to control how they look and what information to include.

  • Invoices
  • Sales receipts
  • Estimates
  • Statements
  • Purchase orders
  • Bill payment stubs
QuickBooks Desktop 2022 adds the option to customize and email bill payment stubs. 

Here’s what to do.

To access the form templates list:

  • Go to the Lists menu and select Templates.

Note: If you’re using QuickBooks Desktop for Mac, here’s how to customize form templates.

How to customize form templates

  1. Select the type of form you’d like to customize.
  2. From the form, select the Formatting tab then select Manage Templates.
  3. Select a template to preview, then select Copy to create a new template or select OK to edit the template.
  4. Use the basic customization window to:
    1. Add your logo: Select the Use logo checkbox if you want your company logo to appear on your form. If you want to change your logo, select the Select Logo option to select the image you want to use.
    2. Change fonts and colors: This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.
    3. Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.
  5. Select Additional Customization to add or remove the items from the header, columns, or footer. Then select Layout Designer to move or resize items on the form.
  6. When you’re done, select OK.
  7. Select Print Preview to see your form. If everything looks good, select Close.
  8. Select OK.
Rea_M
Moderator

Quickbooks Desktop Bill Payment Stub Template

You're already on the right track in customizing bill payment stubs in QuickBooks Desktop (QBDT), @tw718. I'm here to share further details about this.

 

With QBDT 2022, you're able to do basic customization for the bill payment stubs form templates. However, for the time being, you're unable to have Additional Customization or Layout Designer to make extra changes to it.

 

In keeping with this, QBDT offers a wide variety of ready-made vendor reports that tell you where your company stands, in terms of expenses and accounts payable. to know more about these reports, you can check out this article: Customize vendor reports.

 

Also, to learn more about several features to help automate and streamline your daily accounting tasks using QBDT 2022, I'd recommend checking out this article: What’s new in QuickBooks Desktop 2022.

 

Keep me posted if you have other concerns about customizing bill payment stubs and form templates in QBDT. Please don't hesitate to drop a comment below, and I'll gladly help. Take care and stay safe, @tw718.

DannyT2
Level 1

Quickbooks Desktop Bill Payment Stub Template

I could not agree more with you.  I just upgraded from QB Desktop Enterprise Accountant 2020 to 2022, and as soon as I did, my bill payment stubs are cutting off the invoice numbers in the "Reference" column.  The fact that I don't have the ability to edit the form to correct that is ridiculous.  It's creating SO many problems with vendors and for our own internal future reference when we need to review a bill payment stub.  This feature can't just be a "...we'll see if we can implement it in the future..."  It MUST BE IMPLEMENTED ASAP.  This is COMPLETELY unacceptable, Intuit.  This is BASIC functionality that, especially with an Enterprise subscription (but really ANY Desktop version subscription), should be basic functionality.  The fact that we cannot resize columns or make ANY layout changes to a form as commonly-used as the bill payment template is a JOKE!  FIX IT!

Hunsaker
Level 2

Quickbooks Desktop Bill Payment Stub Template

My Bill Payment Stubs have had the same appearance for the last 16 years. To have them altered by the update in a way that is not functionally the same or aesthetically pleasing is wrong in the first place. I should have the option to keep the old template. Secondly, if any form is not functionally the way I need it, I should be able to alter it to suit my needs. Just give us the old template back at the very least this is stupid.

theamconveyors
Level 3

Quickbooks Desktop Bill Payment Stub Template

These were always customizeable. This is ridiculous. It looks terrible. 

theamconveyors
Level 3

Quickbooks Desktop Bill Payment Stub Template

Except, you can't customize it!

micnet_aws
Level 2

Quickbooks Desktop Bill Payment Stub Template

Don't hold your breath.

JMark1013
Level 1

Quickbooks Desktop Bill Payment Stub Template

Is there a way to add the expense account number or name to the bill payment stub?

 

 

SSM2
Level 1

Quickbooks Desktop Bill Payment Stub Template

Cutting off the Reference number in the new Bill Payment Stub with new 22 update is causing severe problems in our operation.  We pay anywhere from 20 to 100 invoices to multiple vendors every day.  We have to send them the bill payment stub details with their reference numbers in full.  With this new update, we are having to write these reference numbers and create a  manual bill payment stub.  We need this to be fixed ASAP.  

Angelyn_T
QuickBooks Team

Quickbooks Desktop Bill Payment Stub Template

Hi, @SSM2. 

 

I can see the importance of sending bill payment stub details with the complete reference number  as writing them manually can take extra time and effort. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. For now, you can use the Feedback feature to send this idea directly to our engineering team. This way, they could take action to help improve your experience.

 

Here's how you can send feedback through QuickBooks:

 

  1. Open your QuickBooks Desktop (QBDT) file. 
  2. Go to the Help menu, then Send Feedback Online
  3. Tap on Product Suggestion. Enter your feedback or suggestions. 
  4. Hit the Send Feedback button.

 

Your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.

 

For more tips, while handling your bill payments and other vendor entries, you may review the resources from this article: Accounts Payable workflows in QuickBooks Desktop.

 

If there's anything else you need help with your bill payment entries, let me know by adding a comment below. I'm more than happy to provide additional assistance. Keep safe!

theamconveyors
Level 3

Quickbooks Desktop Bill Payment Stub Template

Yes, I've done this. So have a bunch of other users, and it's still not resolved.

vjmanage
Level 1

Quickbooks Desktop Bill Payment Stub Template

All I would like to do is add our company LOGO to my Bill Payment form. There is an option to add a logo but there are no customization options to adjust and fit the logo properly.  Is that something coming in the future? Thank you

vjmanage
Level 1

Quickbooks Desktop Bill Payment Stub Template

I have quickbooks 2022 and there is no option to customize a Bill Payment Template.

Rasa-LilaM
QuickBooks Team

Quickbooks Desktop Bill Payment Stub Template

Thank you for joining this thread, vjmanage.


I can see the importance of being able to tailor the look of your bill payment template. This will add a brand to your business. Let me guide you in the right direction on how to customize the form.


In QuickBooks Desktop (QBDT) 2022, you have the option to tailor your bill payment stubs as well as email them. Please know that this feature is available in the Enterprise version.


If you’re using a different one, you can consider upgrading to QuickBooks Enterprise. These resources will guide you through the process and help you get started using the new desktop program.

 


This reference will also help you create custom templates for your forms. It outlines the steps on how to do the task for each one (invoices, sales receipts, estimates, purchase orders, and bill payment stubs).


Keep in touch if you need further assistance personalizing your bill payment stubs. I’ll be glad to get this taken care of for you. Have a great rest of the day.

Hunsaker
Level 2

Quickbooks Desktop Bill Payment Stub Template

I HAVE Enterprise. You can't edit the template.

theamconveyors
Level 3

Quickbooks Desktop Bill Payment Stub Template

I really feel like it's just a bunch of bots replying to these. I have Enterprise as well. Spent 2 hours on the phone, and THEN they figured out that it didn't work. Also have done all updates. I have submitted the feedback several times, and obviously not fixed. The rep I spoke to was going to "escalate" the issue. That was a month ago. This software is a bad running joke.

ReymondO
QuickBooks Team

Quickbooks Desktop Bill Payment Stub Template

Thanks for bringing this up and joining the thread, @Hunsaker & theamconveyors.

 

I definitely understand how it can be frustrating to sign up for a service and have it not work the way you think it should be. 

 

QuickBooks Desktop Enterprise 2022 introduces several features to help automate and streamline your daily accounting tasks. One of them is adding bill payment stubs to the list of customizable QuickBooks forms. Please take note that this option isn't available for QBDT Enterprise 2021 and below versions. 

 

If you're already using this version but to no avail, update QuickBooks Desktop to its latest release. This keeps your software up-to-date so you always have the latest features and fixes. Here's how:
 

  1. Go to the Help menu and click Update QuickBooks Desktop.
  2. Select the Update Now tab. 
  3. Click Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. Once prompted, accept the option to install the new release.

 

If you're still getting the same result, run the repair tool for QuickBooks Desktop for Windows. You can use the Quick Fix my program tool to fix common errors right away. 

 

If the issue persists, I'd suggest getting in touch with our QuickBooks Support Team. This way, they can perform further investigations to help resolve the problem. 

 

To know more about the latest features in QuickBooks Desktop 2022, you can check out this article: What’s new in QBDT Enterprise 2022.

 

Please let me know how it goes by adding your reply down below. I want to make sure that this will be taken care of. Keep safe. 

theamconveyors
Level 3

Quickbooks Desktop Bill Payment Stub Template

Thank you, but you really didn't read my comment... I have done all of that. It is not fixed.

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