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Customise invoices, estimates, and sales receipts in QuickBooks

by Intuit•352• Updated about an hour ago

Learn how to personalise and add specific info to your sales forms.

QuickBooks lets you create personalised and professional-looking invoices, estimates, and sales receipts.

Change how your sales forms look to improve your business communications. Decide what your customers see, and hide info that doesn’t matter to them or your business.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

Change the look and info on your forms

You can update and personalise your forms as you’re creating them.

Things you can change include:

  • The fields that display on your forms
  • The contents of a form’s tables
  • Your company logo and contact info
  • The colours, font, and template layout of your forms

Note: Changes to your company info, such as altering your logo or address, affect all future invoices and estimates and alter your customer info throughout QuickBooks.

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

  1. Open a new or existing invoice, estimate, or sales receipt.
  2. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
  3. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
  4. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Settings gear icon. Manage.
  5. Select the dropdown ▼ for each section to see customisation options. 
  6. Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
  7. Select Print or download to see what your form currently looks like.
  8. Select Save.

If you’d rather use an older template, select the Design dropdown ▼ , then select the template you want to use under Other templates.

  1. If you’d rather use an older template, open a new or existing invoice, estimate, or sales receipt.
  2. Select Settings gear icon. Manage.
  3. Select the Design dropdown ▼, then select the template you want to use under Other templates.

Change which fields are included on your forms in your settings without opening a specific invoice, estimate, or sales receipt.

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Sales.
  3. In the Sales form content section, select Edit ✎.
  4. Select which fields you want to include, then select Save.
  5. Select Products and services.
  6. Turn Show Product/Service column on sales forms and Show Item/Service Code column on or off.
  7. Select Save and then Done.
  1. To customise invoices:
    1. Go to Get paid and select Invoices.
    2. Find the invoice from the list and select View/Edit in the Action column.
  2. To customise estimates:
    1. Go to Customers and goals and select Customers.
    2. Select a customer, then find an estimate from the list and select View/Edit in the Action column.
  3. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
  4. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
  5. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Settings gear icon. Manage.
  6. Select the dropdown ▼ for each section to see customisation options. 
  7. Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
  8. Select Print or download to see what your form currently looks like.
  9. Select Save.

Change which fields are included on your forms in your settings without opening a specific invoice, estimate, or sales receipt.

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select Sales.
  3. In the Sales form content section, select Edit ✎.
  4. Select which fields you want to include, then select Save.
  5. Select Products and services.
  6. Turn Show Product/Service column on sales forms and Show Item/Service Code column on or off.
  7. Select Save and then Done.

Related links

The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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