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?