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thuvler@tdlandsc
Level 2

Are you able to change the font in a customers Statement?

 
5 Comments 5
MadelynC
Moderator

Are you able to change the font in a customers Statement?

With Standard format under Custom form styles, I was able to change the font on sales forms, thuvler.

 

If you’re using the old layout, you can utilize the Standard format to modify your font size. The Standard default template represents all your forms. If you make any edits to this template, QuickBooks Online will apply them to all your transactions. I’m glad to show you the steps:

 

  1. Select the Gear icon and choose Custom form styles.
  2. Click Edit on your default or Standard template.
  3. Under Design, go to the Select a different front section.
  4. Change the font and Save.


On the other hand, if you’re currently using the new version, changing the font size of your customer statement isn’t possible. See this article for more information about personalizing documents: Customize invoices, estimates, and sales receipts in QuickBooks Online.


Please know that there are only a few customization options for statements. Check out this guide to know them: Create and send customer statements in QuickBooks Online. It also includes steps to view current customer statements.


If any other questions arise, please feel free to tap me at any time. I’d be more than happy to assist you. Have a good day!

thuvler@tdlandsc
Level 2

Are you able to change the font in a customers Statement?

This part of your reply does somewhat answer my question:

On the other hand, if you’re currently using the new version, changing the font size of your customer statement isn’t possible.

 

How do I know if I am "currently using the new version"?

 

Thank you--

Martin153
Level 2

Are you able to change the font in a customers Statement?

Thanks for this information!

Mich_S
QuickBooks Team

Are you able to change the font in a customers Statement?

You're most welcome, @Martin153.

 

I'm glad to know that my colleague is able to provide helpful information about personalizing customer statements in QuickBooks Online.

 

Don't hesitate to comment back in case you need extra guidance about customer statements or QuickBooks in general. I'd be delighted to assist. Have a great rest of the weekend!

Martin153
Level 2

Are you able to change the font in a customers Statement?

Yes Thank you very much

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