I need to have two different customer invoice templates for DBA of our company. I add a new style it always converts back or changes the address we have in the profile?

I'm glad to see you dropping by in the Community, @gvernon-pacific-.

In QuickBooks Online (QBO), we can create multiple invoice templates by importing your invoice template style.

However, we can also modify the address under the Custom form styles. Make sure to update the information in the default template so that the address does not change.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Custom form styles.
3. Click the New style drop-down arrow, then choose Invoice.
4. Select the Content tab.
5. Click the Edit pencil icon under the Business name.
   
6. Select the Address link, then enter the Street address, City, State, and Zip code.
7. Hit Done.
   

You can check this link to import your templates: Import custom form styles for invoices.

Furthermore, I suggest checking out this article. It contains additional insights about customizing invoices with some visual screenshots: Customize invoices, estimates, and sales receipts.

Please know that I'm just a post away if you need more assistance in creating your template. I want to make sure you're taken care of. Have a wonderful day.

I tried that multiple times and it keeps changing my default templates address.  I can't get my templates to have the right addresses. I change the address on one template and it changes all templates address.  This is so frustrating, I never had this problem in the desktop version.

I appreciate you for trying the steps shared by my colleague, gvernon-pacific-.

With the new update, any changes made to a sales form will reflect in the others. That said, I'd suggest sharing feedback with our Developers about this one.

You can click this link to post your insights: Customer Feedback.

Feel free to browse this article on how you can customize the look of your sales forms:  Customize invoices, estimates, and sales receipts.

I'm always around to help with any of your concerns. 

The direction above does not work - you can create a new template, add the new address and DBA name, and Quickbooks changes all the invoices and the company information to what you entered. 

This should be something easy for Quickbooks to take care of...and a necessary add for companies with a DBA or multiple addresses. 

I am also having this exact same problem. How do I have multiple invoice templates I can choose between for my DBAs?

I am also having this problem. I need multiple active invoice templates for my DBAs with different info. How do we set this up?

Hello there, Kate.

I'm here to guide you on making a recurring invoice template that you can use for multiple invoice transactions with different info every time you use it.

Here's how:

1. Go to the Gear icon and select All lists.
2. Select Recurring Transactions.
3. Click New and choose Invoice as the transaction type.
4. Enter the necessary info template to your recurring invoice.
5. Once everything is set, click Save Template.

Here's how to use this recurring invoice template manually:

1. Go to the Gear icon and select All lists.
2. Select Recurring Transactions.
3. Find the recurring transaction template. Under the Action column, click the drop-down button and select Use.
4. Complete the required information and hit Save.

If you want to create multiple customized invoice templates, check out this article to learn how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have further questions about setting up multiple invoice templates for the DBA of your company. I'm always here to assist you.

Has this been corrected yet in QuickBooks online, i understand there has been quite a bit of feedback on this topic. It seems odd that you can't have two different invoice templates in the online version but you can have it on the desktop version. Every time you create a new invoice it updates the information on all existing and future invoices. 

Please can this behavior be amended, or is there a work around?

Thanks 

As far as I understand, this has NOT been addressed by Quickbooks. Many of us have 2+ DBAs, so I hope they fix it soon. 

Hello, everyone.

I'll provide some steps to set up "Doing Business As" (DBA) information and use it when communicating with customers.

QuickBooks Online allows users to communicate with customers as DBA using the location tracking feature. However, this is only available for QBO Plus and Advanced. 

To begin with, let's enable location tracking. Here's how:

1. Go to the Gear icon.
2. Select Account and settings, then the Advanced tab.
3. In the Categories section, select Edit.
4. Tick the checkbox to track locations.
5. Click Save, then Done.

After that, proceed to these steps to add a location:

1. Head to the Gear icon, then select All lists.
2. Select Locations.
3. Select New, then add the Name of the location.
4. Tick the boxes to update the information you need to reflect on your sales forms. It allows you to edit the title, company name, address, email address, and phone number.
5. Once done, click on Save.

Finally, utilize the newly created location when creating invoices or other sales forms.

Moreover, you might want to review this material for guidance when you're ready to enter customer payments: Record invoice payments in QuickBooks Online.

Feel free to get back to the Community if you have additional questions when sending invoices for DBA or other related concerns in QuickBooks Online. We can always lend a hand.

Thank you KimberlyS

Do you need to upgrade your subscription to Plus from Essential inorder to complete the tasks mentioned in your message. When i click the Locations on the All Lists section, i get linked to the option to upgrade my membership?

Any ideas.

Thanks

Thank you for joining this thread, Al_a.

 Accurately tracking transactions and assigning them to the correct business is vital for monitoring your sales, purchases, and profitability. I'm here to provide guidance and support in handling your concerns.

Yes, you'll have to upgrade to the Plus or Advanced version to use the Location tracking function. Check out this article for a step-by-step guide on updating your QuickBooks version: Upgrade or downgrade your QuickBooks Online edition.

Now that you've switched to the new version, let's go ahead and enable the Location tracking feature. Just follow these steps:

1. In your company, head to the Gear icon and choose Account and settings under Your Company. 
2. Go to the Advanced menu on the left panel and click the Pencil icon for Categories.
3. Move the slider to the right to turn on the option in the Track locations section.
4. Click Save and Done. 

Next, set up the lists of locations you wish to add to your company. For detailed instructions, refer to the Add a location section in this article: Set up and use location tracking in QuickBooks Online.

When creating an invoice, make sure to click on the Location drop-down option to choose the company you wish to track the entry for. I have included several links to assist users in enhancing the appearance of their sales forms and effectively managing customer payments: Feel free to review each article to view the full details:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Invoices and payments
• Topics about your company's income and customers

Stay in touch if you have additional questions on how to use the location tracking and other sales-related concerns. I'm always ready to lend a helping hand. Enjoy the rest of the day, Al_a.

Thanks

And just to be absolutely clear - this will allow us to have multiple Invoice templates that we can use for different client. Do client A can use template A while client B can use template B. Each template might have completely different information in it, including company name, address, payment terms, bank details etc. And the information won't over write earlier invoice templates or company information and details held by QuickBooks in the account section. And each client with its associated template can be set up as a recurring invoice?

Thanks

I appreciate you for reaching out, Al_a. Let me share to you some insights into creating invoice templates.

In response to your query. We can import your invoice template style to generate several invoice templates in QuickBooks Online. We cannot, however, create two templates with distinct messages since modifications made to one template would have an impact on the other templates.

Moreover, you might find it helpful to check out this article to get additional insights on how to customize invoices, estimates, and sales receipts in QuickBooks Online.

Please feel free to ask me any follow-up questions or clarifications about invoice templates in QuickBooks Online. I'll be here checking your post 24/7. Have a great day!

This is by far one of the most frustrating features in QBO.

A work around that i have found is to create the 2 invoice templates that it allows you to do, but turn the business name / contact number / address etc. off if needed, and then add a new logo for each business, with the correct company details on it for each DBA. Not ideal but it worked for me as best it could.

Hope it helps

September 2024 and this is still a major issue. Unbelievably frustrating and disappointing that something seemingly so intuitive and simple is not a basic feature. On the desktop version we are unable to create two different invoice templates with unique bank details for each template. If I change one template, the information changes on the other, but you already know this. The bigger question is why it hasn't been resolved?