
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.
Related links
- Add, customise, or remove logos on sales forms
- Understand invoices in QuickBooks Online
- Create invoices in QuickBooks Online
- Create and send estimates in QuickBooks Online
- Create sales receipts in QuickBooks Online
- To customise invoices in the old layout, see Customise invoices in QuickBooks Online
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.