Category: Custom Form Styles

How to add account summary on an invoice

Post author By admin
Post date January 4, 2017

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 saved invoice).
Choose the customize Gear icon on the invoice (at the upper right corner).
Click “Customize what your customers see” at the bottom.
Switch to “Content” tab from default “Design” tab.
Click the pencil on the right to edit account summary (next to amount).
Now on the top left panel, check “Show on invoice” box for account summary under Table
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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Company Gear Company Settings Custom Form Styles Invoice Sales Receipt

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

Post author By admin
Post date June 28, 2015

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

Weekly Price Check US CA UK AU (Plus Plan)

USA	Canada	UK	Australia

USD 23.97 per month	CAD 14.50 per month	GBP 15.00 per month	AUD 21.00 per month
USD 23.97 per month	USD 12.01 per month (Conversion)	USD 23.30 per month (Conversion)	USD 16.60 per month (Conversion)
	LOWEST PRICE!

Tags footer, footer message, invoice, invoices, QBO, Quickbooks, QuickBooks Online

Custom Form Styles

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

Post author By admin
Post date December 11, 2014

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!!!

Tags custom for styles, multiple sales form, sales template, templates

Custom Form Styles Settings

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.

Post author By admin
Post date August 30, 2014

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 “Show Logo” under style heading
Once you have the right logo, you can re-upload it. Until then, you just may have to upload a white or transparent box.

See attached screenshot photo for reference.

Tags delete logo

Custom Form Styles Invoice

How do I customize my Invoice in new QuickBooks Online?

Post author By admin
Post date July 24, 2014

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

Tags custom for styles, custom form style, custom form styles, customize invoice, invoice

Company Templates Custom Form Styles

How to adjust columns width on Invoices in new QuickBooks Online

Post author By admin
Post date July 4, 2014
2 Comments on 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

Tags adjust columns size, col resize, columns width adjustment, custom form styles, invoice design, invoice template, width

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?

Post author By admin
Post date May 22, 2014

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?”)

Tags commissions, custom field, invoice, Sales Rep, Sales Report

Custom Form Styles Invoice

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

Post author By admin
Post date May 1, 2014

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

Tags add footer note on Invoice

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?

Post author By admin
Post date April 14, 2014

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