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How to custom forms

 
1 Comment
QuickBooks Team

How to custom forms

Hello, userhani.

 

Personalizing your forms is one way to delight your customers. I'm here to guide you with the process. 

 

Are you trying to customize your sales forms? If so, you can easily do it by going to the Custom form styles menu. Here's how: 

 

  1. Click the Gear icon, then select Custom form styles
  2. Hit the New style button.
  3. Choose your form to customize. 
  4. Customize your form by clicking or tweaking the options.
  5. Click Done when you're finished. 

 

customform1.PNG

 

For more details, you can check this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Another way to do this is to import a personalized template using Docx files. Please check this article for the guide: Import custom form styles for invoices or estimates.

 

If this isn't the case, are you trying to customize your expense forms instead? We can only turn on a bunch of options for them, such as adding custom fields for purchase order. Here's how to do it: 

 

  1. Under the Gear icon menu, select Account and settings.
  2. Go to the Expenses tab.
  3. Choose the options you want to turn on. 
  4. Click Done

 

customform2.PNG

 

Our developers might be planning on adding more options to customize your expense form in the future. You can check out our QuickBooks Blog for product updates in the meantime. 

 

If you need help with other tasks in QuickBooks Online, we have a variety of content and articles to help you get started. You can browse them here

 

I'm always here to offer help, so don't forget to visit this thread if you have other questions with QuickBooks Online.