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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.

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

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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.

Use custom templates

If you’d rather use a custom template, select the Design dropdown ▼, then select the template you want to use under Other templates. Custom templates let you add a unique logo or layout without changing other sales forms.

To add a new template or edit an existing template, select Add/Edit. Follow this link to complete the steps in product.

Change your company logo and contact info without working on a form

Follow this link to complete the steps in product .
To edit your company logo, select the pencil icon on the logo. Then select an image from your computer, and select Open to update the logo.
Select each field to update that company info as needed.
Select Done.

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 Customization. Next to Custom fields, select Manage.

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.

Follow this link to complete the steps in product .
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.

Customize invoices, estimates, and sales receipts in QuickBooks Online

by Intuit•2385• Updated 2 days ago

Change the look and info while working on your form

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