Siegel, Here Are Your Articles for Monday, April 27, 2020
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Is This Your Situation: Customizing Templates in QuickBooks Online


Every business is different. One owner may want personal contact information to appear on the sales receipt, whereas another owner may want this information only on estimates. If these two business owners are using QuickBooks Online, they’re both in luck. They can customize their invoices, estimates and sales receipts exactly as they want.

Custom Form Styles: Start customizing from the Gear button in the upper right-hand corner of your screen. Click on that Gear icon and then choose Custom Form Styles.

Transaction Type: Which type of transaction are you trying to customize? Make your choice from the New Style drop down.

Template Design: This is where the fun starts. You’re ready to design your template. You can choose from many templates. You can customize it with your logo and choose your favorite color as well as select a font that best suits your brand.

Print Settings: You also can adjust how your template will print under the Edit Print Settings.

Custom Fields: Now that you’ve designed the look of your template, what information will you include in it? Under the Content section, decide how you want the header, detail and footer to look. Click the pencil on the right of each section of your form to make changes. You can even add up to three custom fields.

The e-mail section lets you create a default message to use with your template. And, if you are using an Intuit Merchant Account, you can choose the type of payment options available to your customers.

To see the finished form, click Preview PDF.

If you still need help customizing templates in QuickBooks Online, contact our office and we will connect you with a QuickBooks specialist.

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Siegel Solutions Inc
Siegel Solutions Inc
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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