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Customise sales forms in QuickBooks Online

by Intuit•178• Updated a day ago

Create professional, personalised invoices in an instant and get paid faster.

Our simple, easy-to-use customisation features are the perfect way to boost your brand and improve your cash flow. By highlighting the details that matter most to your customers, you can spend less time chasing payments and more time running your business.

Ready to personalise your first invoice? Select the (Take me there) links as you go — you can be done in as little as two minutes.

This video will go over how to create an invoice in QuickBooks Online. We’ll also review all the customisation options you have to tailor the invoice to your business and show you how to let your customers pay your invoice online. Finally we’ll show you where you can review the status of your invoice once you send it.

  • Fields
  • Table contents
  • Company logo and contact info
  • Colour, font, and layout

Notes:

  • Company info changes, like your logo or address, affect all future invoices and quotes, as well as customer info throughout QuickBooks.
  • Your templates can’t contain different company info.

Edit your sales form’s appearance. Just open a current sales form or create a  new one.

To create a new sales form:

  1. Select + New or + Create.
  2. Select Invoice, Quote, Sales receipt or any other sales form.

Edit the following as needed:

Edit company info

  1. Select Edit company.
    Note: This option is available only for Modern template.
  2. Make changes, then select Save.

Edit logo

  1. Select the edit icon Image of the edit icon. on the logo.
    Note: This option is available only for Modern template.
  2. Select Upload.
  3. Select an image from your computer.
  4. Select Open.
  5. Select the three-dot three dot menu icon, then select Use as primary.

Note: If you aren't able to see Edit company and Logo, select ⚙ Manage, then select Design. Select Modern from the Modernised template.

Edit fields

  1. Select âš™ Manage.
  2. Select Customisation. Toggle the fields on or off.
    Note: The available fields are:
    • Ship to
    • Service date
    • Product/service
    • SKU

Edit appearance

  1. Select âš™ Manage.
  2. Select the Design section. Select the template to use. If you select Modernised template, select the font and colour.
    Note: When you add a logo or layout to your custom templates, it won’t change other sales forms.
  3. You can edit a template or add a new one.
    a. Go to Settings âš™ and select Custom fields.
    b. Select Add field or Edit.

Select Print or download, then select Print or Download to see what your form currently looks like.

Note: When you turn on Service date, QuickBooks adds a date column to each product or service line on the form. Use it to record when each item was actually delivered, separate from the invoice date. On printed invoices, this column appears as Date.

  1. Select + New or + Create.
  2. Select Invoice, Quote, Sales receipt, or any other sales form.
  3. Select Manage âš™.
  4. Select the Design section.
  5. Select Remove default from the Modernised template section. The default template will be the standard template.
    Note: Select Add/Edit to edit the standard template. In the Custom form styles page, select Edit from the Action column to update the template as needed.
  6. Select Done. This new (Standard) template will now be your default.

Note: You can only set the standard template as default. You can’t edit the modernised template.

  1. Go to Settings âš™ and select Custom form styles.
  2. Select the New style â–Ľ dropdown, then select a form.
    Note: You can also select Edit on an existing template.
  3. Select Content.
  4. On the visual preview, select the section of the form that shows a list of products.
  5. Select EDIT LABELS AND WIDTHS.
  6. Use the sliders to adjust column width.
  7. Check each column you want to show.
    Note: You can change the name of each column.
  8. Select Done.
  1. Go to Settings âš™ and select Account and settings.
  2. Select the edit icon Image of the edit icon. on the logo.
  3. Select Upload.
  4. Select an image from your computer, then select Open.
  5. Select the three-dot three dot menu icon, then select Use as primary.
  6. Select Edit on each field to update the Company info as needed. After making changes, select Save for each field.
  1. Go to Settings Settings gear icon. and select Custom fields.
  2. Select Add field.
    Note: If you are creating a custom field for the first time, select Add custom field. If you want to edit an existing custom field, select Edit from the Actions column.
  3. Enter the name in the Name field and select a data type from the Data type â–Ľ dropdown.
  4. For the category, select Transaction.
  5. Select the forms you want the fields to show on.
    Note: You can toggle Print on form for each form.
  6. Select Save.
  1. Go to Settings âš™ and select Account and settings.
  2. Select the Sales tab.
  3. In the Sales form content section, select the edit icon Image of the edit icon..
  4. Select which fields you want to include, then select Save.
  5. In the Products and services section, select the edit icon Image of the edit icon..
  6. Turn Show Product/Service column on sales forms and Show SKU column on or off.
  7. Select Save.
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