Customise invoices, quotes, and sales receipts in QuickBooks Online

Learn how to personalise and add specific info to your sales forms.

QuickBooks Online lets you create personalised and professional-looking invoices, estimates, and sales receipts.

Change how your sales forms look to improve your business communications. Decide what your customers see, and hide info that doesn’t matter to them or your business.

Simplify getting paid with QuickBooks Payments. Accept any kind of payment and automatically match payment transactions for more efficient bookkeeping.

Change the look and info on your forms

You can update and personalise your forms as you’re creating them.

Things you can change include:

• The fields that display on your forms
• The contents of a form’s tables
• Your company logo and contact info
• The colours, font, and template layout of your forms

Note: Changes to your company info, such as altering your logo or address, affect all future invoices and estimates and alter your customer info throughout QuickBooks.

Customise invoices, estimates, and sales receipts 

1. Open a new or existing invoice, estimate, or sales receipt.
2. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
3. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
4. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage.
5. Select the dropdown ▼ for each section to see customisation options. 
6. Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
7. Select Print or download to see what your form currently looks like.
8. Select Save.

Related links

• Understand invoices in QuickBooks Online
• Create invoices in QuickBooks Online
• Create and send estimates in QuickBooks Online
• Create sales receipts in QuickBooks Online