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usermark4
Level 1
posted
‎March 08, 2024 02:38 AM
last updated ‎March 08, 2024 2:38 AM

How do I get the banking details to display on a quote

 
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1 Comment 1
AbegailS_
QuickBooks Team
QuickBooks Team
‎March 08, 2024 02:53 AM

How do I get the banking details to display on a quote

I'll help you display your banking details in your quote, @pat108. 

 

To help your customers set up a payment, you can customize the footer of your quote to include your bank details. Here’s how:

 

  1. Go to Settings ⚙ and select Custom form styles.
  2. Locate the quote template and click Edit from the Action column.
  3. Select Add your EFT details to include your bank information.
  4. If you can't see this option, choose to update your template to Airy New.
  5. Enter your payment details and click Done
     

By customizing the footer of your quote template with your bank details, you can ensure that this information is displayed when sending out quotes to your customers

 

In the future, you may want to have your own invoice template. See this resource for a guide: Import custom form styles for invoices or estimates.

 

If there's anything else that I can do for you in managing your QuickBooks account, feel free to get back to me by commenting below. You can count on me. Take care.

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