cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
KPL18
Level 1

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Having the same issue still in 2023...

MadelynC
Moderator

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Thanks for alerting us about your template concern, @KPL18. I want to ensure this issue gets resolved.


Have you tried the troubleshooting instructions and workarounds in this thread? If not yet, I recommend performing them first to sort it out.


If the same things happen, you can contact our support team directly to reinvestigate this further. Only our support has the tools to determine the root cause of the issue. Also know that it requires personal information, which can’t be done here in the Community for security reasons.


You can follow the steps below to connect with us:

 

  1. In your QuickBooks Online account, select the Help (?) menu.
  2. Select either the Assistant or Search tab to get started.
  3. Type in “Chat to a human” or your brief concern in the field.
  4. Click Contact Us.
  5. Select Start a chat.


Here are some illuminating guides that walk you through how to personalize sales forms and upload invoices in the program:

 


I recognize how inconvenient this issue has caused in your QuickBooks experience and when managing your invoices. If you have any other questions or concerns, please let me know. I’ll get back to you with a resolution. Keep safe always!

KPL18
Level 1

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

I have attempted all of the suggestions provided in this thread, but none of them have worked. The feature for importing new styles is no longer available in my version of QBO. I even contacted the support team and was given case ID 1596274293. The representative, Danica, informed me that this is the default setup and that the backend team is currently unable to resolve this issue. As such, I was advised to use a different template instead. For more information, please refer to my chat history.

 

This has been a frustrating experience. Such a simple issue has remained unsolved for 3 years.

inforce
Level 1

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Im having same issue, Please help

Rubielyn_J
QuickBooks Team

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Thank you for joining this conversation, @inforce.

 

I'm here to help remove the notice on your invoice footer. 

 

You can create a customized invoice template without a footer in your QBO account. Once done, upload it to the program for you to use.

 

Here are the steps to make a new invoice template: 

 

  1. Navigate to Settings ⚙ and then choose Custom form styles.
  2. Click New Style and select Invoices.
  3. Proceed to the Content tab.
  4. Choose the footer section.
  5. Delete the details. 
  6. Lastly, click Done

 

For more information, you can utilize this resource: Customise invoices, estimates, and sales receipts in QuickBooks Online. It contains steps to personalize and add specific info to your sales forms.

 

Moreover, you'll want to check out this link to upload, edit, or delete logos in QBO: Add, customize, or remove logos on sales forms.

 

Keep me posted if you have further concerns about your invoice template. I'll be around to assist you. Take care!

KPL18
Level 1

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Screenshot 2023-04-17 at 9.33.57 AM.png

Giselle1306
Level 1

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

I am having the same issue. Has this been resolved?

FritzF
Moderator

My invoice template now shows a message under the total amount saying "Transfer the amount to the business account below", how can I remove it?

Hi there, Giselle.

 

Thanks for joining this conversation. I'm here to help ensure this is taken care of for you.

 

If you already followed the steps shared by my colleagues in this thread and the issue persists, I highly suggest contacting our Support team.

 

They have tools such as screen-sharing (remote access) that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

 

Here's how to reach them:

 

  1. In your QuickBooks Online (QBO) account, click the Help (question mark) icon at the top right.
  2. Select either the Assistant or Search tab to get started.
  3. Type in “Chat to a human” or your brief concern in the field.
  4. Tick Contact Us.
  5. Hit Start a chat.

 

In case you need it, I'll add this article that tackles customising invoices and other sales forms in QBO for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Moreover, I recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

 

Please post again or leave a comment in this thread if you have additional questions about this or anything else. I'm always here to assist. Take care.