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I have my main company name on the Invoice template, but now have expanded and need to also have a T/A name on another template. How do i create 2 different forms ?

 
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QuickBooks Team

Re: I have my main company name on the Invoice template, but now have expanded and need to also h...

You can create an invoice template with the T/A name and import it, Cayneandrew.

 

First, let's turn on the importing feature. Here's how:

  1. Click the Gear icon.
  2. Select QuickBooks Lab.
  3. Turn on the Import Style feature.
  4. Click Done.

Then, you can now import the invoice template. Here's how:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Click New style, then select Import style.
  4. Select the form type, upload the template, then click Next.
  5. Match the fields with QuickBooks fields, then click Next.
  6. Confirm your style, enter a desired name, then click Save.

To know more about this feature, I'll share to you the article on how to import custom form styles for invoices or estimates

 

Feel free to pop a comment if you have other questions.