Category: Custom Form Styles

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

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

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… Continue reading How do I customize my Invoice in new QuickBooks Online?

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

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

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… Continue reading How to add footer note on Invoice on new QuickBooks Online?

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

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