cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
support76
Level 1

Need new customize invoice template

 
1 Comment 1
TirzahC
QuickBooks Team

Need new customize invoice template

Let me help you customize your invoice template, support76.

 

In QuickBooks Online (QBO), once you create an invoice, it will follow the template you've selected as default. Thus, the information showing on your invoice depends on the template you've chosen. So, if you'd want to have different invoicing templates for your different banking info, you'll need to create your invoice template for each. And select the correct template when creating an invoice. Let me show you how:

 

If you want to create new template:

  1. Go to Settings :gear: and then select Custom form styles.
  2. Choose New style.
  3. Select a sales form type.

Check this article for more information: Customise your invoices, estimates, and sales receipts in QuickBooks Online.

 

If you want to import new invoice template: 

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Under the New Style drop-down, choose Import Style.
  4. Locate your file.
  5. Click Next to upload your document.

To import seamlessly, check out this page to know about what font styles to use, file types to avoid, and how fix some errors: Import custom form styles for invoices or estimates.Lastly, feel easy to click these links below about how to edit customer information and transactions. 

You can always get back into this post if you have more questions about your templates. I'll keep an eye out for your response. Keep safe.