Categories
Custom Form Styles Invoice

How to add account summary on an invoice

The Account Summary can be added to the middle of the invoice. It includes:

  1. Balance Forward: the total amount due before this new invoice
  2. New charges: the current invoice amount
  3. Total Amount due: Balance forward plus current invoice amount

To turn on the Account Summary:

  1. Open an invoice form. (you can open new invoice or already saved invoice).
  2. Choose the customize Gear icon on the invoice (at the upper right corner).
  3. Click “Customize what your customers see” at the bottom.
  4. Switch to “Content” tab from default “Design” tab.
  5. Click the pencil on the right to edit account summary (next to amount).
  6. Now on the top left panel, check “Show on invoice” box for account summary under Table
  7. Save and Exit.

SEE SCREENSHOTS BELOW.
Note: If the customer has no balance forward from previous open invoices, then Account Summary will not show. Example: Customer’s first invoice.






 


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Categories
Company Gear Company Settings Custom Form Styles Invoice Sales Receipt

QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message:

From the home page screen

  • Click in the company gear at the upper right
  • Go the settings
  • Click custom form styles
  • Find the Standard template under Name and click Edit under Action
  • Select Footer
  • See “Message to customer”. This is where you can edit the message details from the Invoice.

Click on the screenshots below to enlarge them
message to customer

message to customer2

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Categories
Custom Form Styles

How do I create multiple sales form templates from new custom form styles?

You can create/save as many customized invoice templates you want out of available five form styles.
To do this:
Company Gear (upper right corner) > settings > custom form styles > choose form style > go to drop-down arrow next to SAVE blue button (do not just save it) > choose save as (name your template) > select form type (like invoice, sales receipt or estimate) > DONE

CAUTION: They missed DELETE button. Or even “Edit” button to change to different form style. Hope update coming soon!!!

custom form styles
custom form styles

custom form styles template
custom form styles template

custom form styles create save as
custom form styles create save as

Categories
Custom Form Styles Invoice

How do I customize my Invoice in new QuickBooks Online?

Where is my Customize Data Layout like features in new QuickBooks Online?

Two ways of navigating on invoice customization features in new QuickBooks Online:

1. From the home page screen > company gear (upper right corner) > Settings > Company Settings > Sales > Customize > Select “Customize look and feel” blue button

2. From the home page screen > Select + plus sign (upper middle) > Customers > Invoice > Customize (at the bottom middle)

QuickBooks Online: How do I customize my Invoice. Where is my Customize Data Layout

Categories
Company Templates Custom Form Styles

How to adjust columns width on Invoices in new QuickBooks Online

You can finally re-size columns on Invoices.

From the home page screen

  • Select Create (+) sign (upper-middle)
  • Select Invoice under Customers heading
  • Select “Customize” at the bottom middle
  • Select “Columns”
  • Select + or – to resize width of the Invoice column
  • Save
  • See attached screenshot photo for reference
Invoice Columns Width
Invoice Columns Width
Categories
Company Gear Company Settings Custom Form Styles Customer Center Customers Invoice Reports Sales

How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report.

This quick and easy tutorial video shows you how to customize sales report by sales rep for tracking sales and manually computing sales commissions in the new QuickBooks Online (QBO).

Here is another top-rated tutorial video by VPController for newQBO.com. We encourage you to watch the entire video.. You do not want to miss a step!

Sign up QuickBooks subscription for new company. Or add additional company subscription for using the same user ID (choose “Already have an Intuit user ID?”)

Categories
Custom Form Styles Invoice

How to add footer note on Invoice on new QuickBooks Online?

To add footer note on invoice (also for statement, estimate, sales receipt and so on):

From the home page screen

<

ul>

<li>Select Company “Gear” (upper-corner)</li>


<li>Select Company Settings under Settings header</li>


<li>Select Sales</li>


<li>Select “Customize look and feel” under Customize</li>


<li>New “Add personality to your forms” screen will open</li>


<li>Select “Footer”</li>


<li>Enter notes under Footer</li>


<li>Save</li>

See screenshot photo for reference

Customize Footer
Customize Footer
Categories
Company Gear Company Settings Company Templates Custom Form Styles Customer Center Customers Customers Center

My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?

My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?

On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how to remove my name.

You will need to change company name setting

To do to this task:

From the Home page screen

  • Select the Company Gear (top upper corner)
  • Select Company Settings under Settings header
  • Select Company
  • Double click on company name, info and change it as needed
  • Save

Company Name Info
Company Name Info

Categories
Custom Form Styles Customer Center Customers Customers Center

How do i change the quantity to hours on description section of the Invoice in new QuickBooks Online?


In new QBO, open the Invoice form

  • Click “Customize” button (located at bottom middle)
  • Add personality to your forms will open
  • Select Columns
  • Under Quantity and Rate column, change Quantity to Hours
  • Save
  • See screenshot photo for reference

change column from quantity to hours
change column from quantity to hours