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boyle-michael-ra
Level 1

I am wanting to use quickbooks as invoicing and accounting software in my Automotive repair business but I do not know how to set up an automotive repair invoice template

I need to be able to log customer vehicles
4 Comments 4
Catherine_B
QuickBooks Team

I am wanting to use quickbooks as invoicing and accounting software in my Automotive repair business but I do not know how to set up an automotive repair invoice template

I can walk you through customizing your invoice template, boyle-michael-ra.

 

We don't have a specific template for automotive repair. You'll want to design your own template using our system-generated invoice styles or import your own by following our format. 

 

To start customizing, you can use these easy steps: 

 

  1. Click the Gear icon and select Custom form styles.
  2. At the upper-right, click the New style drop-down and click Invoice.
  3. Go to the Design tab and style your template.
  4. Click the Content tab and click the Header section of the sample template and add or remove info. The same goes with the Table and Footer section.
  5. To customize how they'll look when being sent to your customers, click the Emails tab.
  6. Click Done.

For the detailed process about the steps I shared above, you can check out these articles: 

 

You'll want to check out our third-party apps that you can integrate into QuickBooks and generate your preferred automotive repair invoice template. In addition, you can use our class and location tracking feature in case you'll need to track your transactions on meaningful segments in your business. 

 

Keep me posted if you have other questions in handling your sales forms. I'm here to help. Take care!

boyle-michael-ra
Level 1

I am wanting to use quickbooks as invoicing and accounting software in my Automotive repair business but I do not know how to set up an automotive repair invoice template

Does this work on the basic quickbooks online? 

Rose-A
Moderator

I am wanting to use quickbooks as invoicing and accounting software in my Automotive repair business but I do not know how to set up an automotive repair invoice template

Thanks for joining in this thread, boyle-michael-ra.

 

Yes, customizing the invoice template will work on the basic QuickBooks Online. However, importing your own template is unavailable in the simple start version.

 

The following resources will help you with utilizing your sales forms templates in QuickBooks Online as well as on what other information you can add:

 

Customize invoices, estimates, and sales receipts in QuickBooks Online.

Add, customize, or remove logos on sales forms.

 

Additionally, you can visit the following write-up: Sales and customers. This will provide you articles on how to manage your company income in QuickBooks Online.

 

Keep me posted if you have more questions. We're always delighted to be the main point of contact. Have a nice day.

Fiat Lux - ASIA
Level 15

I am wanting to use quickbooks as invoicing and accounting software in my Automotive repair business but I do not know how to set up an automotive repair invoice template


@boyle-michael-ra wrote:

Does this work on the basic quickbooks online? 


 

@boyle-michael-ra 

You should start from QBO Essentials to have more than one template

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

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