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design-earlstone
Level 2

Can I add company logo to customer statements

Can I change the statement layout to customers
4 Comments 4
Jovychris_A
Moderator

Can I add company logo to customer statements

I'd be delighted to share a few details about adding the company logo to your customer statements, @design-earlstone.

 

You can go to the Company settings to add your company logo. Once set up, the logo will automatically appear on the top right of the customer statement when you send it to your clients.

 

Here's how:

  1. Click the Gear icon and then select Account and settings.
  2. Go to Company settings and then choose Company name.
  3. Click the Plus button on the Company logo to add the logo.
  4. Hit Save to publish logo and then Save.

 

You can now send the customer statements that include the company logo on top of it.

 

On the other hand, the ability to change customer statements is unavailable for now. I know this could turn out your business more professional looking and authentic. In the meantime, I suggest submitting feedback by clicking the Gear icon on the top right. This way, our engineers will know that this is significant to your business.

 

For more information about this process, you can check this article: Add, customise, or remove logos on sales forms.

 

In addition, you can take a look at this article for the customisable transaction forms: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'll be up here if you have additional questions or concerns about sending transaction forms. I'm anytime ready to extend a hand. Take care always and more power to your business!

design-earlstone
Level 2

Can I add company logo to customer statements

Hi I did exactly what you suggested and logo is not appearing

design-earlstone
Level 2

Can I add company logo to customer statements

See statement after I did what you suggested

Mark_R
Moderator

Can I add company logo to customer statements

I want to make sure your company logo will appear on the customer statement, @design-earlstone.

 

First of all, I appreciate you performing the steps provided by my peer Jovychris_A above and sharing the result with us. 

 

Adding the logo from the Company settings should show on the customer statement. Since it doesn't appear on your end, let's reupload the company logo. 

 

If you get the same result, let's try clearing your browser's cache. There are times that the browser you're using had a data issue, thus causing QuickBooks Online (QBO) to act weirdly.

 

If the issue persists, you may need to perform some troubleshooting steps when printing a PDF document. For more guidance, feel free to check out this article: Test sequence for PDF printing issues.

 

Once everything's fixed, you might want to see all your created customer statements to review them. To do so, you can go to the Sales menu, then select All sales and choose Statement from the Filter drop-down.

 

Please let me know if you need more assistance sending customer statements in QBO. I'll be standing by for your response.