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