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lashawnwiley
Level 1

You asked How can I customize my company name for different customers. ie Wiley Real-estate services on one and Wiley Counseling Services on another. To show on receipts.

 
1 Comment 1
MJoy_D
Moderator

You asked How can I customize my company name for different customers. ie Wiley Real-estate services on one and Wiley Counseling Services on another. To show on receipts.

Let me show you how to create receipts using different business names, @lashawnwiley

 

I suggest creating two different templates for your sales receipt and setting up two different Business name. Then, when you create a sales receipt, just click on the Customize button to set the template that you'll use for that specific sales receipt. 

 

Currently, the feature to customize the company name per customer is unavailable. Let me show you how to customize the Business name for your sales receipt template:

 

  1. Go to the Gear icon and select Custom form styles.customformstyle.JPG
  2. Click the New style dropdown and choose Sales receiptsales receipt.JPG
  3. Proceed to the Content tab and click the first part of the sample receipt. content.JPG
  4. Set the Business name and all other information.
  5. Click Done

Check this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Now, when you create a sales receipt, click the Customize button at the bottom to choose a template for that one. 

 

See this article for detailed guidance: Create and send a sales receipt.

 

Let me know if there's anything that I can help. I'm always here ready to help. Have a great rest of the day!

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