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mark149
Level 2

Where would i go in quickbooks online to customize the invoice template?

 
Solved
Best answer May 30, 2020

Best Answers
JessT
QuickBooks Team

Where would i go in quickbooks online to customize the invoice template?

Thanks for the screenshot, Mark.

 

What you're subscribed to is QuickBooks Self-Employed, not QuickBooks Online. Customizing an invoice form is not offered in this plan.

 

See more references for QuickBooks Self-Employed here.

 

If you have other questions, please let me know.

View solution in original post

6 Comments 6
Anna S
QuickBooks Team

Where would i go in quickbooks online to customize the invoice template?

Good evening, @mark149.

 

I hope you're having a successful week so far. You can customize your invoice templates by going to the Custom Form Styles menu. This will allow you to create a custom template to use for your customer's invoices. The steps below will show you how:

 

  1. Go to the gear icon and select Custom Form Styles.
  2. (optional) Click Edit on an existing template to customize it.
  3. In the top right-hand corner, choose New style.
  4. Press Invoice.
  5. Customize the template to your liking, then hit Done when you're finished.

 

 

 

Now you know how to customize your invoices, estimates, and sales receipt templates. You may find this article helpful as well: Customize templates in QuickBooks Online.

 

I'm only a few clicks away if you have any other questions. Enjoy the rest of your week!

mark149
Level 2

Where would i go in quickbooks online to customize the invoice template?

Quickbooks online has no such feature.  

mark149
Level 2

Where would i go in quickbooks online to customize the invoice template?

attached are the available options in quickbooks online

JessT
QuickBooks Team

Where would i go in quickbooks online to customize the invoice template?

Thanks for the screenshot, Mark.

 

What you're subscribed to is QuickBooks Self-Employed, not QuickBooks Online. Customizing an invoice form is not offered in this plan.

 

See more references for QuickBooks Self-Employed here.

 

If you have other questions, please let me know.

View solution in original post

mark149
Level 2

Where would i go in quickbooks online to customize the invoice template?

It is quickbooks online  self employed

BettyJaneB
QuickBooks Team

Where would i go in quickbooks online to customize the invoice template?

Glad to have you back, @mark149.

 

Allow me to provide some clarifications about the difference between QuickBooks Online and QuickBooks Self-Employed.

 

QuickBooks Online and QuickBooks Self-Employed are two different platforms. QBO is used by business owners to help them with their accounting needs such as creating customers, vendor's transactions, and running payroll for employees. The ability to customize the invoice template is available in this program.

 

On the other hand, QuickBooks Self-Employed (QBSE) is an application that is intended for the freelancers or independent contractors in any field. This helps you separate business and personal expenses as well as identify Schedule C deductions. The option to customize your sales transaction isn't available in this plan.

 

If you want to utilize a customized template for invoices in QBSE, you may check out for a third-party application that supports this functionality.

 

To give you more details about how QBO and QBSE works, you may check out these references below:

Know that I'll be right here to help if you have any other questions. I'll make sure you're all set. Have a good one!

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