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Customise invoices, estimates, and sales receipts in QuickBooks

by Intuit•358• Updated 2 days ago

Change what your customers see on sales forms you send them, such as invoices, estimates, and receipts. Highlight the details that matter to them, and hide the ones that don’t matter. Changes to these forms won’t change the way they look in QuickBooks Online.

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.

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

Things you can change include:

Additional fields to show on your forms
The contents of a form’s tables
Your company logo and contact info
The colours, font, and layout

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.

Change the look and info while working on your form

You can edit your sale form’s appearance while working on it. The sales form updates as you make changes.

Add custom fields to your forms

You must add custom fields in your settings before you can show them in sales forms.

Follow this link to complete the steps in product .
Select Add custom field. If you want to edit an existing custom field, next to it, select Edit.
Name the field and select a data type from the dropdown ▼.
Select Transaction.
Check the box next to the forms you want to include the fields on and turn on Print on form.
Select Save.

Note: To add custom fields to sales forms while working on a sales form, select Manage ⚙. Then select Customisation. Next to Custom fields, select Manage.

Customise invoices and estimates for QuickBooks Online

Customise invoices and estimates with new layout

Open a new or existing invoice, estimate, or sales receipt.
To update your company info, select Edit company on the form. Make changes as needed, and then select Save.
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.
To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage.
Select the dropdown ▼ for each section to see customisation options.
Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
Select Print or download to see what your form currently looks like.
Select Save.

Use older templates for invoices, estimates, and sales receipts

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

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

Change your forms’ starting fields and settings

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

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

Customise invoices and estimates for QuickBooks Sole Trader

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.
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.
To update your company info, select Edit company on the form. Make changes as needed, and then select Save.
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.
To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage.
Select the dropdown ▼ for each section to see customisation options.
Make whatever changes you wish to make to your form, payment options, or scheduling. The form preview updates as you make changes.
Select Print or download to see what your form currently looks like.
Select Save.

Change your forms’ starting fields and settings

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

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

Customise invoices, estimates, and sales receipts in QuickBooks

by Intuit•358• Updated 2 days ago

Change the look and info while working on your form

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