Category: Custom Form Styles

How to add account summary on an invoice

The Account Summary can be added to the middle of the invoice. It includes: Balance Forward: the total amount due before this new invoice New charges: the current invoice amount Total Amount due: Balance forward plus current invoice amount To turn on the Account Summary: Open an invoice form. (you can open new invoice or already…

January 4, 2017
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…

June 28, 2015
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…

December 11, 2014
How do I delete the logo? I uploaded the wrong on one, and want to get rid of it but I do not have anything to replace it with.

There is no way to actually delete wrong logo at this time. In order for the logo not to show up to other template, unchecked the check mark beside Show Logo. From the home page screen > company gear > settings > company settings > sales > customize > customize look and feel > un-check…

August 30, 2014
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…

July 24, 2014
How to adjust columns width on Invoices in 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 the width of the Invoice column Save See attached screenshot photo for reference QuickBooks Online Tutorial Videos

July 4, 2014
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…

May 22, 2014
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…

May 1, 2014
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…

April 14, 2014
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

April 6, 2014
We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?

To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2…

March 25, 2014