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Customize invoices, estimates, and sales receipts in QuickBooks Online

by Intuit•2364• Updated 5 days ago

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

QuickBooks Online lets you create personalized 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.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view .

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Change the look and info on your forms

You can update and personalize 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 colors, 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.

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 color scheme, or turn on payments on invoices, select Manage ⚙.
Select the dropdown ▼ for each section to see customization options.
Make whatever changes you wish to make to your form, payment methods, or scheduling. The form preview updates as you make changes.
Select Print or download to see what your form currently looks like.

Note: The Service date column appears as Date on your printed invoice.

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.

Select Settings , then Accounts and Settings (Take me there).
Select Sales.
Select Sales form content.
Select which fields you want to include, then select Save.
Select Products and services.
Turn Show Product/Service column on sales forms and Show SKU column on or off.
Select Done.

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.

Customize invoices, estimates, and sales receipts in QuickBooks Online

by Intuit•2364• Updated 5 days ago

Change the look and info on your forms

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