10.Invoicing is one of the most important and often time consuming parts of bookkeeping. You can customize the message, the greeting, the subject line, and whether or not to include a PDF copy of said invoice. Here is where you can customize the appearance of this invoice before sending it to a customer via email. It will show the subtotal, any discounts, taxes, and balance due. In the Footer region, you have the totals.
In the Table region, you have the guts of your invoice. In the Header region, you have information like the name of the company, its address, invoice date, and billing account information. The content of the invoice is broken down into three regions: If you have branded Hex colors, a company logo, or company font, you’ll be able to add that customization now. Here is where you can add some personal touches to your template. Customize Your Logo, Color, and Font As You See Fit Select The Type of Template You Want To Useįor our example, we’ll use the Fresh template. Once you click this button, many template variants will be available. Click Dive in with New TemplateĪfter the template is named, this is the first step. Use this input box to name your template something distinct so you can tell it from others. Right under the design tab should be an input box. There will be for tabs to click on the default tab loaded is design. Now on the drop-down menu that opens, click New Invoice. You’ll see an oval in the upper right-hand corner that will contain the words “new style.” Click the oval button. If you have created templates before, they will be listed here. In the first column from the left, you will see the label Company, and the third item down will be Custom Form Styles. Find the Company column and click Custom Form StylesĪfter the gear has been click, you’ll see the drop-down menu with four columns. The gear does not take you to a new page however, it does open a robust drop-down menu that has many items to select from 2. If you are still not able to find it, try navigating to your dashboard.
You can see this gear on many pages in QuickBooks Online. Click the gear in the upper right-hand corner First, I’ll go through a straightforward set of steps, then I’ll outline those steps, and thirdly, I’ll link a video at the bottom to show precisely how to execute this. Have you ever needed to create a new template in QuickBooks Online? Today, I’m going to show you how to do it in three different ways.
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