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747wpau
Level 1

??My statements are showing a name thats part of our old company . How do i redesign statements.??

 
1 Comment 1
MirriamM
Moderator

??My statements are showing a name thats part of our old company . How do i redesign statements.??

It's nice to have you in the Community, @747wpau.

 

You can edit or create a new template to redesign estimates. 

 

To edit, here's how:

  1. Click the Gear icon at the top and select the Custom form styles
  2. Locate the estimate template that needs to be updated. 
  3. Under ACTION column, click the Edit link. 
  4. Go to the Content tab and hit the Headers section. 
  5. Change the information needed.
  6. Once finish, pick Done

Here are some screenshots for your visual guidance:

C1.JPGc2.JPGc3.JPG

 

To create a new template, follow these steps:

  1. Click the Gear icon at the top and select the Custom form styles
  2. Hit the New style button at the upper right hand. 
  3. Choose Estimate.
  4. Go to the Content tab and hit the Headers section. 
  5. Enter the information you'd want to show.
  6. Once finish, pick Done

You can check the first and last screenshot I've provided above for the instructions 1-2 and 4-6. Below is for step 3.

c2.1.JPG

 

You can check out this article to know more about the process above: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For future reference, check these articles which you may find helpful:

If there's anything else I can do for you, let me know by commenting below. I'd be happy to further assist you. Have a great day. 

 

 

 

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