
Customize invoices, estimates, and sales receipts in QuickBooks Online
by Intuit•2385• 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.
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You can update and personalize 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 colors, 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.
Note: The Service date column appears as Date on your printed invoice.
- Create a new sales form, such as an invoice, estimate, or sales receipt. You can also open an existing sales form.
- 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 ⚙.
- To change the fields shown, select Customization. Turn each field you want to include on or off.
- To change the appearance of your form shown, select Design. Select the template to use. If you are using a modernized template, select the font and color.
- Select Print or download to see what your form currently looks like.
Note: You can also change your company info, logo, and which fields you want to include in your Accounts and settings. Follow this link to complete the steps in product.
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