How to Customize Invoices in Quickbooks

Elise Williams

2024-04-18 14:00:40 • Filed to: Quickbooks Tips and Tricks • Proven solutions

Customized invoices have a way of giving your business a professional look, and your customers will appreciate it much. QuickBooks comes equipped with custom form styles that allow you to edit and customize your invoice to achieve utmost professionalism. Now this article will teach you for Quickbooks customize invoice.

How Do I Customize My Quickbooks Invoice

To customize invoice Quickbooks online, please follow the steps below for customizing invoices in Quickbooks

Click on customers from the menu bar and choose the create invoice option from the drop-down.
Select customize and then click on manage templates.
Choose the preferred models and click on okay.
Then select your preferences from the options menu and click on ok.

How to Customize the Greeting that Accompanies Sent Invoice

Select the gear icon and select account settings.
Click on sales and then on edit (pencil icon).
From the drop-down menu, choose invoice and type in your customized message in the subject and the message contained.
After you are through with the customization, click on save and then done.

How to Customize the General Message for Invoice

Select the gear icon and select company setting or account settings.
From the left pane click on sales and then on the edit icon on the right side of messages.
Click on "default messages shown on sales form" and select invoices from the drop-down menu.
Click on save and then done.

How to Mark Receipt for a Single Customer

It is also possible to import your sales receipts from excel directly to your QuickBooks account.

Launch you QuickBooks account as an administrator and open excel spreadsheets.
Choose the files that contain the sales receipts you want to import.
Ensure that the mapping of the column in the sales receipt is the same as the corresponding fields in your QuickBooks.
Select import and they will be imported into your QuickBooks company files.

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