Let me show you how. Here's an article that you can use as reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This article provides detailed information on personalizing your invoice. You can also check this article that can guide you in importing your own invoice style to your QBO account: Import custom form styles for invoices or estimates.
Let me know if there's anything else I can help you with. I'm more than happy to help you anytime. Have a great day! Has this been addressed? I cannot use any of the invoice templates I've created. Let's resolve this issue with applying an invoice template in QuickBooks Desktop using the Rebuild Data tool. This tool is used to fix any possible data damage within your company file. Let me show you the steps on how to perform this below:.
Can you answer for QuickBooks Online? I realized in hindsight this thread is related to desktop. Keep us posted here if you have other questions about using your customized sales forms in QuickBooks. I'm always here to help. So I followed the instructions but still not able to create a template. We own a Real Estate brokerage and have 50 agents.
We bill them monthly for agent billing. I need to create a two different reoccurring invoice templates based on what they get billed different from agent to agent that goes out at the first of every month to each agent. From what I am seeing, when I try to make the template reoccurring QBO forces me to add customer name. Seems to defeat the purpose of templates - OR am I just missing something?
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Connect with and learn from others in the QuickBooks Community. Join now. Level 1. How do I change the template on invoices Solved! Labels: QuickBooks Desktop. Reply Join the conversation.
Best answer December 10, Best Answers. Level 9. How do I change the template on invoices On the invoice window there is a popup menu near the top where you can choose from the templates or edit the existing one.
How do I change the template on invoices It only gives me one template to choose from. QuickBooks Team. Here's how: Go to QuickBooks. Click Check for QuickBooks Updates. Click Install and Relaunch. How do I change the template on invoices Could it be because I am using simple start? You can set up a new template and style it the way you want. Here's how: Click the Gear icon. To create a new template, click the New style button in the upper right-hand corner.
Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins. Go to the Content tab to customize the header, body, and footer of the invoice template. Click Done when finished. I've added screenshots too. Please let me know if you have more questions on this. I've got you an article for your reference: Use and Customize Form Templates. Fill me in if you have any other questions about customizing form templates.
I'll be always around to help. Hey there, barbatrapid. You've got me here to help share some steps in showing different form styles in QuickBooks Desktop. If you're using QuickBooks Desktop, verifying and rebuilding your data is a good start when it comes to fixing forms-related issues.
If you're using QuickBooks Online, you may want to enable the pop-up window option to show the different form styles. The following article provides detailed steps and information: Enable pop-ups for QuickBooks Online resource hub.
Please get back to me if you continue to get the same results so I can look further into this. I want to make sure you'll be able to see all the forms in QuickBooks. I created a customized template, saved it and choose it from the dropdown list of options. Although the dropdown title is correct, the template looks like the standard template I used to use.
I tried deleting all the other invoice templates I no longer wish to use, leaving the customized template as the only option which looks fine when I look at it under managed templates , but it still reverts to the old-style template, only under the new title. I also ran the verify and rebuild data functions; all is well there. Any other suggestions? Thanks so much! You have already performed the troubleshooting steps to fix damage components making the template to reverts to its old-style template in QuickBooks.
They have the tools to get this invoice template fixed. In case you need more help with managing customer transactions, please click here and select QuickBooks Desktop from the drop-down option.
I beg to differ I keep setting the invoice template to the custom one I made up copy of: Intuit Quickbooks Product Invoice but when I go to do my next invoice it is back to the original Intuit Quickbooks Product Invoice.
I keep hearing how it is supposed to "stick" to the template used last time. It does not. Yes it did "stick" on the previous QB desktop version I was using but not with this Pro. The "sticky" is not very sticky Please explain what I need to do! Thanks in advance, Dave. When you use a template on an invoice and you create another invoice, that template should stay unless you change the template. In case, the new template doesn't show when you create another invoice, you may have a damaged template.
Check this article for more information: Fix common issues when you use and customize templates. Let me know if there's anything that I can help you with. I'm always here to assist.
Have a wonderful day! Thanks or getting back to this thread, Impax. Allow me to share information about customizing a template, so you'll be able to use it without going back to the original form. Let me show the steps:. For additional details about customization, you can check this article: Use and customize form templates. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for.
Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. How can I make my custom invoice template the default template? I made all of the other invoices inactive, presumably leaving only mine. I need mine. Labels: QuickBooks Desktop. This article explains how you can add your company logo to your invoices and how to customize the information that appears on your invoices. My instructions were developed using QuickBooks QuickBooks just landed on my doorstep, but it does not appear that Intuit made any major changes to the way invoice templates work.
It should also be easy to adapt the instructions to older versions of QuickBooks. Older versions had a single Customize Invoice dialog that did the work of the later Basic Customization and Additional Customization dialogs, but all of the settings are fundamentally the same. One of the most significant things you can do to improve the appearance of your invoices is to add your logo to them. Adding a logo to your invoice is easy to do, but there are some preparatory steps you can take to make your logo look its best.
Invoices are often printed, as opposed to being viewed on a monitor. Also, the printer is likely to be a black-and-white laser printer. The intended output medium has an affect on how you create or select an image for your logo.
You can create your own custom invoice template by creating a new template or by duplicating an existing template. You can also download free templates from Intuit. If you create a new invoice template, you get a simple default invoice with common fields and labels. The default may suit your needs, or it may not. Alternatively, you can choose from several "predefined" invoices that QuickBooks provides. To save yourself a lot of time later, I recommend that you compare all of the predefined templates and the default template, and pick the one that is closest to what you want.
Figure 1: Templates Dialog. Figure 2: Basic Customization Dialog. For some reason, Intuit does not give you a rename feature in the templates list, nor did they make the name editable in the Basic Customization dialog. Instead, you have to click the Manage Templates button on the Basic Customization dialog and change the template name above the Preview pane, and then click OK.
As the name suggests, the Basic Customization dialog gives you access to the basic settings related to the invoice template. It lets you control the logo and fonts as well as the company information that appears at the top of the invoice. To control the remainder of the invoice elements, click the Additional Customization button, and QuickBooks displays the Additional Customization dialog see figure 3. This dialog has tabs that let you control which fields and columns appear on your invoice.
Figure 3: Additional Customization Dialog. For fine-tuning the appearance of your invoice, you can always use the Layout Designer, but I recommend that you do as much as you can through the Basic and Additional Customization dialogs first, and then use the Layout Designer afterward.
QuickBooks does a lot of the layout work for you if you take this approach. QuickBooks automatically positions both the field and its label on the invoice for you. Most fields have a Screen check box and a Print check box. The Screen check box controls what fields are shown on the invoice you see while working in the Invoice dialog.
The Print check box controls what fields are shown on the invoice when you print it out. You use the Basic Customization dialog to add a logo to your custom invoice. The procedure for adding a logo is very simple:. To manipulate those aspects of your custom invoice, you have to utilize the Layout Designer.
You access the Layout Designer from either customization dialog. Just click the Layout Designer button located at the bottom of the dialog, and QuickBooks displays your custom invoice in the Layout Designer. When you create a new template and alter the field settings with the Customize Invoice dialog, QuickBooks does the best it can to logically position the fields you choose, but the program can only do so much. To make the invoice look good, it is almost always necessary to adjust the layout in the Layout Designer.
The Layout Designer interface is simple, but it takes some getting used to.
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