You can edit your existing template in the Custom from style, @donnadphysio. Let me help you with the steps.
Custom form styles in QuickBooks Online allow you to customize the look and feel of your sales forms, such as invoices, estimates, and receipts.
Here's how:
- Go to the Gear icon.
- Select Custom form style.
- Look for your template, then click Edit.
- Click the Content tab.
- Select the pencil icon in the first box.
- Tap the + Address, then click Done.
Additionally, I’ll include these articles for a comprehensive overview of your financial records and guidance on customizing reports to display the data you need.
Don't hesitate to return to this forum or respond directly to this message if you encounter any further challenges with editing your template or other QuickBooks Online tasks. We're here to assist you with any aspect of QBO that you find challenging.
