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HOW TO CUSTOMIZE
INVOICE IN
QUICKBOOKS ONLINE
http://www.5MinuteBookkeeping.com
In my ongoing series on
customizing QuickBooks,
I will cover how to
customize invoice in
QuickBooks Online.
25MinuteBookkeeping.com
First, access the sales
settings by clicking on
the Gear Icon on the
upper right.
35MinuteBookkeeping.com
Click Company Settings.
45MinuteBookkeeping.com
55MinuteBookkeeping.com
Click on Sales settings on
the left.
65MinuteBookkeeping.com
75MinuteBookkeeping.com
HOW TO CUSTOMIZE
INVOICES IN QBO
Click on Customize Look
and Feel to customize
invoices and other sales
forms in QuickBooks
Online.
85MinuteBookkeeping.com
95MinuteBookkeeping.com
Click on the New
Style button to add a
new sales form.
105MinuteBookkeeping.com
115MinuteBookkeeping.com
The Customize form style
will open
125MinuteBookkeeping.com
135MinuteBookkeeping.com
1. Click on the Style
button on the left
145MinuteBookkeeping.com
2. Choose whether you
will customize an
invoice, estimate, or
sales receipt
155MinuteBookkeeping.com
3. Select the form styles
from:
•Airy, Modern, Fresh,
Friendly or Bold
165MinuteBookkeeping.com
4. Click on the pencil icon
to name your form
175MinuteBookkeeping.com
5. Click on the logo field
to upload your logo
185MinuteBookkeeping.com
6. Click on the colors to
update the colors on
your form
195MinuteBookkeeping.com
Click Save when you’re
done with this section.
205MinuteBookkeeping.com
CUSTOMIZE THE
APPEARANCE OF INVOICES
IN QBO
.
215MinuteBookkeeping.com
1. Click
on Appearance on the
menu on the left.
225MinuteBookkeeping.com
235MinuteBookkeeping.com
1. Click
on Appearance on the
menu on the left.
245MinuteBookkeeping.com
255MinuteBookkeeping.com
2. The Customize form
style will open. Make
the appropriate
selections to:
265MinuteBookkeeping.com
•Crop, resize, and align
your logo
•Select the placement of
your logo on the invoice
275MinuteBookkeeping.com
•Select the font and line
height
•Change page margins
285MinuteBookkeeping.com
•Make printing selections
•Whether to show a
customer “Account
Summary” at the
bottom of each invoice
295MinuteBookkeeping.com
Click Save when you’re
done with this section.
305MinuteBookkeeping.com
315MinuteBookkeeping.com
CUSTOMIZE THE INVOICE
HEADER IN QBO
1. Click on Header on the
menu on the left.
325MinuteBookkeeping.com
•Form name (invoice, etc)
•Which details of your
company name address,
email, website, and
phone you want to show
up on the invoice
335MinuteBookkeeping.com
What you want the
customer to see –
payment terms, due
date, shipping method,
payment method
345MinuteBookkeeping.com
•Up to 3 custom fields
you may want to set up
355MinuteBookkeeping.com
365MinuteBookkeeping.com
Click on the pencil icon to
add or edit any options.
375MinuteBookkeeping.com
I highly recommend that
you include payment
terms and a due date so
that your customers will
know exactly when they
need to pay you.
385MinuteBookkeeping.com
PREVIEW: HOW YOUR
INVOICE LOOKS IN QBO
395MinuteBookkeeping.com
At any time, you can
preview your invoice to
see how it looks. Just
click on Preview or
Print at the bottom right
of the screen.
405MinuteBookkeeping.com
415MinuteBookkeeping.com
Click Save when you’re
done with this section.
425MinuteBookkeeping.com
CUSTOMIZE THE DETAILS OF
PRODUCTS OR SERVICES
ON YOUR INVOICES
435MinuteBookkeeping.com
To customize the details
of the products/services
that you see on your
invoices, you should
customize the Activity
Table.
445MinuteBookkeeping.com
This would include item
codes and descriptions,
quantity, rate, amounts.
455MinuteBookkeeping.com
You’ll also be able to
customize the column
widths and the order in
which the columns
should show on the
invoice.
465MinuteBookkeeping.com
For professional services
invoices, you can also
indicate whether you
want to group activities
together –
475MinuteBookkeeping.com
such as staff working on
the same service/
activity code, whether
to show markup on
billable expenses,
485MinuteBookkeeping.com
and whether you want to
include details for
billable time, such as
including employee
name, and including
hours and rate.
495MinuteBookkeeping.com
I recommend that you
play around with the
customization until you
find the format that you
want.
505MinuteBookkeeping.com
Remember to preview
the invoice by clicking
on Preview or Print on
the bottom right hand
corner.
515MinuteBookkeeping.com
Select Activity Table from
the left to open these
preferences. Make
selections as needed.
525MinuteBookkeeping.com
535MinuteBookkeeping.com
ADD MESSAGE TO
CUSTOMERS ON THE
INVOICE
545MinuteBookkeeping.com
You can add a message to
your customers thanking
them for their business,
wishing them Happy
Holidays, requesting
referrals, etc.
555MinuteBookkeeping.com
There are two fields: a
message to customers,
and a footer.
565MinuteBookkeeping.com
Select Footer from the
left to open the window.
575MinuteBookkeeping.com
The Message to Customer
prints at the bottom left
of the Activity Table.
585MinuteBookkeeping.com
The Footer prints at the
very bottom on the
invoice.
595MinuteBookkeeping.com
605MinuteBookkeeping.com
Click Save when you’re
done with this section.
615MinuteBookkeeping.com
Click on the X on the
upper left to close the
window when you are
done.
625MinuteBookkeeping.com
I hope that this helps you to
learn how to customize
invoices in QuickBooks
Online.
635MinuteBookkeeping.com
The first time that I
customized my invoice,
it took me a couple of
hours – I guess I am a
perfectionist!
645MinuteBookkeeping.com
Be patient and you too
can customize your
invoice just the way you
want it.
655MinuteBookkeeping.com
Any comments or
suggestions? Please type
them down below in the
comments section or
visit for more tutorials
http://www.5MinuteBookkeeping.com
665MinuteBookkeeping.com

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How to Customize Invoice in QuickBooks Online