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How do you add your companies banking details to sales forms?

 
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How do you add your companies banking details to sales forms?

Good to see your post here, deon2.

 

Bank details can be added on your sales forms using the custom fields or footers in QuickBooks Online (QBO). You'll find the instructions for doing so below:

 

If you want to add the details as one of the custom fields:

 

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit beside the Standard form style.
  4. Select the Content tab.
  5. Click the first section. Under Display, click +Custom field.
  6. Hit Done.

 

If you want to add the details as footer:

 

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Click Edit beside the Standard form style.
  4. Select the Content tab.
  5. Click the last section. From the Add footer text section, enter the bank details.
  6. Hit Done.

I'm enclosing an article to help you know more about adding bank details to your invoices.

 

If you have follow-up questions or concerns, just let me know by leaving a reply below. Enjoy the rest of the day!