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gsaicommunicatio
Level 1

HOW TO ADD MY COMPANY BANK DETAILS IN OUR INVOICE SHEET

I WANT TO ADD MY BANK DETAILS BY DEFAULT WHICH SHOULD REFLECT IN ALL INNVOICES WHICH WE GENERATE
1 Comment 1
AbegailS_
QuickBooks Team

HOW TO ADD MY COMPANY BANK DETAILS IN OUR INVOICE SHEET

Hi there, @gsaicommunicatio.

 

I'd be glad to help you with your invoice concern.

 

By adding custom fields, headers, and footers to your invoices, you can include banking information. The change, however, will only apply to newly created invoices after the invoice customization has been made.

 

Here’s how:

  1. Log in to your QuickBooks Online account and click the Settings icon and then select Custom Form Styles.
  2. Locate the Standard style and select Edit on the right-hand side of the column.
  3. On the style page, you can select a new style or click the Next to stay with the one you have.
  4. Select Footer and add a custom message with the banking details or add the banking details in as a footer, select Save.

 

To know more about personalizing invoices, you can refer to this video article which includes editing custom templates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

 Don't hesitate to leave a message if you need further assistance. I'm always here to help. Take care!