How can I customize my sales invoice and other transaction in QuickBooks online?

How can I customize my sales invoice and other transaction in QuickBooks online?

Add Comment
2 Answer(s)

Do you want to customize your sales invoice and other types of transactions invoices? If yes then read this article to know that how can you customize invoices or your work through QuickBooks Online.

QuickBooks online has a standard template for customization. And it affects all the transactions types. You can create your own template according to the need. But You can only use these custom template for the invoices creation, estimates, and sales receipt.

Here are some example

If you want a red colour for all invoices and a blue colour for purchase invoices, then you can use the benefits of customizing the template by making a customized template for different use.

If you want your statements to be green and purchase order is blue, it may not be possible. Because you have only one standard template and it has one single colour. Creating a new template only works for invoice, estimates and for purchase orders.

If you want to publish your contact information on invoices, but not on the purchase orders. For this, you have to remove your contact information from the standard template. And have to create a new template with all the information.

Note:- New template creations allow us to advance customization, but it works in invoices, estimates and sales receipts. you can customize the standard template, which will impact on all types of transactions. But you can use only one at a time.

Here is the Step to change the style of transaction forms in QuickBooks

  1. Click on the Gear icon>Custom form styles.
  2. To change the basic style for all types of forms, click on Edit and then click on the New style. Now Choose Invoice, Estimate or Sales receipt from the list in the drop-down menu to start a new style.
  3. In the customize form style page, go through from all the tabs option at the left to the experiment with the changes you can create.
    • Design:- choose the following options along the left.
      • Drive in with a template: It is used to choose different templates.
      • Make logo edit: It is used to add or edit our company logo.
      • Splash on some colour: It is mainly used for the colour palette. you can use HTML colour codes.
      • If you want to get choosy with your front: It is used to change the font, you can see multilingual characters such as Chinese on invoices, set font and line heights to trial by this tool.
      • Edit print settings: It is used to adjust how the form will print.
    • Content:- Click on the right side on the preview option to select the section of the form which you want to customize.
      •    Header- Click on the top of the preview. Here you can update your business information that shows along with the basic information in the form.
      • Table- In this section, you can choose the fields which you want to show on the form, Including the account summary. you can also click on Show more activity options for more extra options.
        • There is no way to edit the Description column width directly. If you want to edit the column width, you have to edit the product/service column width.
      • Footer- Click on the bottom of the preview. In this section, you get the option of showing information at the bottom which you want to display.
    • Emails- you can select the default email message option which you want to send our Invoice, Estimate, Sales Receipt. you also get an option of email reminder here.
    • Payment- Here you choose the payment method which you want to appear on invoices sent by email.
  4. Once the preview looks the way you want, then click on one of these options:
    • Preview PDF
    • then Save and Exit  

If you add a new style, you can see it listed on the Customs Form Styles page. If you want to make a form default then Click on the drop-down you can see it next to the edit icon > select to make default.

See the instruction below to assign it a new form you are creating.

  • Click on Customize
  • After that Click on the template, you want to use in current

If you want to Add or remove certain data entry fields directly on an invoice.

  • Click Create (+) > Invoice
  • Click Gear icon
  • Add any available fields or columns
  • Click X icon to close

I hope this blog will help you. If you want further more discussion related to this topic then you can talk to a QuickBooks proAdvisor at our toll-free QuickBooks help number + 1-855-441-4417.

Thanks for your visit, you are very valuable for us. We always welcome you to return back to visit us anytime soon if you have any queries in your mind.  

Visit our  QuickBooks Blog’s

Answered on April 9, 2018.
Add Comment

hermes outlet

michael kors outlet clearance

adidas nmd

valentino outlet

pandora charms sale clearance

kate spade sale

ray ban sunglasses

adidas nmd r2

coach factory outlet

coach outlet online

true religion

christian louboutin outlet

pandora jewelry outlet

pandora charms

adidas shoes

cheap jordans

canada goose

canada goose jackets

giuseppe zanotti sneakers

polo outlet

michael kors outlet online

ugg boots clearance

pandora charms outlet

cheap nfl jerseys

ralph lauren

vintage nhl jerseys

christian louboutin outlet

michael kors outlet clearance

oakley sunglasses

pandora outlet

christian louboutin shoes

ray ban sunglasses

kate spade bags

pandora charms

canada goose

coach outlet

coach factory outlet

polo outlet

michael kors outlet

mbt shoes

giuseppe zanotti outlet

pandora jewelry

christian louboutin

coach outlet online

coach factory outlet

canada goose jackets

ralph lauren outlet

adidas outlet

tory burch outlet

oakley sunglasses

canada goose outlet

pandora jewelry outlet

coach outlet

christian louboutin shoes

true religion jeans

kate spade outlet

asics running shoes

mulberry handbags

ugg boots clearance

coach factory outlet

giuseppe zanotti sneakers

pandora outlet

christian louboutin shoes

prada outlet store

prada outlet

polo ralph lauren

canada goose jackets

pandora charms sale clearance

supreme outlet

adidas yeezy shoes

pandora jewelry outlet

pandora charms

kate spade outlet

adidas yeezy shoes

ralph lauren polo

canada goose outlet online

christian louboutin outlet

mont blanc

coach outlet

ugg outlet

coach outlet online

ray ban sunglasses

yeezy boost 350

ray ban sunglasses

michael kors outlet online

canada goose

ferragamo shoes

moncler outlet

ralph lauren

true religion outlet store

kate spade bags

air jordan 4

cheap ray ban sunglasses

pandora jewelry

michael kors outlet online

adidas nmd

michael kors outlet clearance

michael kors outlet clearance

nfl jerseys wholesale

mulberry outlet

michael kors outlet

cheap ugg boots

canada goose jackets

nike trainers

nfl jerseys

cheap oakley sunglasses

tory burch sandals

coach factory outlet

kate spade outlet online

air jordan shoes

mbt shoes

oakley sunglasses

cheap uggs

ray ban sunglasses outlet

coach factory outlet

polo ralph lauren

yeezy boost

true religion outlet

christian louboutin sale

nike shoes

mont blanc outlet

cheap nba jersey

ugg outlet

polo ralph lauren

cheap nfl jerseys

kate spade

supreme clothing

ralph lauren

kate spade outlet online

michael kors outlet online

canada goose outlet

nfl jerseys

true religion

air jordan retro

tory burch handbags

true religion jeans

coach outlet store online

coach outlet online

coach outlet

coach outlet

nike outlet store

ray ban wayfarer

mont blanc pens

michael kors outlet

canada goose

true religion outlet

mulberry bags

ed hardy

canada goose outlet

michael kors handbags

20180417wanglili

hermes outlet

michael kors outlet clearance

adidas nmd

valentino outlet

pandora charms sale clearance

kate spade sale

ray ban sunglasses

adidas nmd r2

coach factory outlet

coach outlet online

true religion

christian louboutin outlet

pandora jewelry outlet

pandora charms

adidas shoes

cheap jordans

canada goose

canada goose jackets

giuseppe zanotti sneakers

polo outlet

michael kors outlet online

ugg boots clearance

pandora charms outlet

cheap nfl jerseys

ralph lauren

vintage nhl jerseys

christian louboutin outlet

michael kors outlet clearance

oakley sunglasses

pandora outlet

christian louboutin shoes

ray ban sunglasses

kate spade bags

pandora charms

canada goose

coach outlet

coach factory outlet

polo outlet

michael kors outlet

mbt shoes

giuseppe zanotti outlet

pandora jewelry

christian louboutin

coach outlet online

coach factory outlet

canada goose jackets

ralph lauren outlet

adidas outlet

tory burch outlet

oakley sunglasses

canada goose outlet

pandora jewelry outlet

coach outlet

christian louboutin shoes

true religion jeans

kate spade outlet

asics running shoes

mulberry handbags

ugg boots clearance

coach factory outlet

giuseppe zanotti sneakers

pandora outlet

christian louboutin shoes

prada outlet store

prada outlet

polo ralph lauren

canada goose jackets

pandora charms sale clearance

supreme outlet

adidas yeezy shoes

pandora jewelry outlet

pandora charms

kate spade outlet

adidas yeezy shoes

ralph lauren polo

canada goose outlet online

christian louboutin outlet

mont blanc

coach outlet

ugg outlet

coach outlet online

ray ban sunglasses

yeezy boost 350

ray ban sunglasses

michael kors outlet online

canada goose

ferragamo shoes

moncler outlet

ralph lauren

true religion outlet store

kate spade bags

air jordan 4

cheap ray ban sunglasses

pandora jewelry

michael kors outlet online

adidas nmd

michael kors outlet clearance

michael kors outlet clearance

nfl jerseys wholesale

mulberry outlet

michael kors outlet

cheap ugg boots

canada goose jackets

nike trainers

nfl jerseys

cheap oakley sunglasses

tory burch sandals

coach factory outlet

kate spade outlet online

air jordan shoes

mbt shoes

oakley sunglasses

cheap uggs

ray ban sunglasses outlet

coach factory outlet

polo ralph lauren

yeezy boost

true religion outlet

christian louboutin sale

nike shoes

mont blanc outlet

cheap nba jersey

ugg outlet

polo ralph lauren

cheap nfl jerseys

kate spade

supreme clothing

ralph lauren

kate spade outlet online

michael kors outlet online

canada goose outlet

nfl jerseys

true religion

air jordan retro

tory burch handbags

true religion jeans

coach outlet store online

coach outlet online

coach outlet

coach outlet

nike outlet store

ray ban wayfarer

mont blanc pens

michael kors outlet

canada goose

true religion outlet

mulberry bags

ed hardy

canada goose outlet

michael kors handbags

20180417wanglili

Answered on April 17, 2018.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.