QuickBooks Invoice Template: A Complete Guide To Customise Them

QuickBooks Invoice Template: A Complete Guide To Customise Them

QuickBooks-Invoice-Template

The QuickBooks invoice template is a simple way to create invoices for your business. You can use this template to make invoices for any type of service you provide. You can customise the QuickBooks Online Invoice Template to suit your unique style.

The invoice template is a simple yet powerful tool that helps you create professional invoices for any business. You can use this invoice template to create invoices for services rendered, products sold, or anything else that requires an invoice.

The template is designed especially for users who need to create invoices and manage their finances. You can use this to create invoices that you can send to customers. This template is ideal if you run a small business. This template is designed especially for users who need to make invoices. You should use this template to create your invoices. This template is perfect if you have a lot of clients and need to keep up with them all.

How To Create QuickBooks Invoices?

There are many different types of invoices you can create in Quickbooks. Find out what they are here. Learn about the different types of invoicing software available for Quickbooks users. Invoices are not just for printing. You can create them and send them to your customers.

  • Firstly, select the Customer Name.
  • Enter the invoice number, date, amount due, and description.
  • After that, click on the Print button
  • Save the file and tap OK.
  • Then, open the file in the QuickBooks application.
  • Enter the information as per the Template provided
  • Finally, click on the OK tab to successfully create an invoice.

How To Edit Invoice Templates In QuickBooks?

Follow these steps to create an invoice template:

  • Open QuickBooks, and click Lists in the menu bar.
  • Then, select Templates to get a list of your templates.

QuickBooks-Invoice-Template

  • Right-click the name of any of the Invoices to get a new menu.
  • Select Make Template Inactive to remove it from the active list of invoice templates.
  • Right-click each of the Remaining Invoices.
  • Select Make Template Inactive for each one. 
  • Activate the New Template and Save it.

Read More:- How To Cancel QuickBooks Subscription Or Free Trial Account?

How To Change Invoice Templates In QuickBooks?

Customised invoices provide your business with a professional outlook. QuickBooks accounting tool has a lot of invoices which you can customise. To create a personalised template, go through the below steps to change the invoice format.

  • Open the QuickBooks application.
  • Launch the Menu bar window and click on the Customers option.
  • Then, select Create Invoices from the drop-down menu.
  • Select Print Preview to preview the invoice.

QuickBooks-Online-Invoice-Template

  • After that, select Customise from the drop-down list and Tap the Manage Templates option.
  • Select the template you like and click OK to launch it.
  • Then, tap the Customisation option.
  • Click on the Print Preview to view your customised invoice.

QuickBooks-Online-Invoice-Template

  • Click OK and tap Save to finalise the process.

How to Change QuickBooks Invoice Company Name

You can update your important details in QuickBooks. Here is how to do so:

  • Firstly, sign in to the QuickBooks software
  • Click the Gear icon to continue. 
  • Then, open the Account And Settings or Company Settings menu.
  • Tap a Company Name and click on the Pencil icon.
  • After that, Update your company’s information.

Finally, click Save and tap Done to confirm your action.

How to Change QB Invoice Number

QuickBooks tool sets the number sequentially. You can change it yourself manually. Go through these simple steps:

  • Sign in to your QuickBooks account.
  • After that, tap the Gear icon. 
  • Then, navigate to the Sales Form Entry window.
  • Tick the box beside Customer Transaction Number and tap Save.
  • Finally, change the invoice number before Saving or Sending it.

Customising A Default Template

Edit-Invoice-Template-In-QuickBooks

Customising the Invoices makes your invoice unique. You can customise them by following these steps:

Step 1: Select An Invoice Template

  • First of all, choose any default Template from the list.
  • Click on the OK tab at the bottom window of your screen.

Step 2: Add Your Business Logo

  • Firstly, tick the Use Logo box.
  • Browse the files to locate the Logo
  • After that, select your File from the list.
  • Then click Open to proceed further.
  • Enter your Account Statements, Receipts, Bank Statements, and Cancelled Checks.

Step 3: Select A Colour Scheme

  • First of all, choose a Color Scheme from the drop-down menu.
  • Click on the Apply Color Scheme tab to see your colour scheme choice.

Step 4: Choose Fonts

  • To change or select the new font, use the Scroll Bar menu.
  • After that, choose any Specific Fonts for different sections.
  • Click Change Font to save the changes.

Change-Invoice-Template-In-QuickBooks

  • Change the Font, Color, and Size according to your choice.
  • Once your font is changed, tap OK to confirm your actions.

Step 5: Add The Contact Information

  • Select what contact information you want to show on invoices. 
  • Include your company name, address, and contact details. 
  • After that, tick the boxes next to the text field.
  • Click on the Update Information tab. 
  • Fill out the details and click OK to finalise the process.

Step 6: Select The Information

  • Select the Additional Customisations tab from the bottom window. 
  • You can customise the footer, header, columns, and print settings. 
  • Simply check the boxes for the information you want to include and change.
  • Finally, tap the OK button.

Step 7: Use Layout Designer

  • Firstly, click the Layout Designer tab. 
  • Then, choose a box to resize it and drag & drop it to the new location.
  • Click on the Properties tab for more customisation options.

Invoice-Template-QuickBooks.

  • Finally, select the OK tab to confirm your option.

Step 8: Save The Template

  • Ensure that details are correct in the Invoice Preview window. 
  • Click the OK tab if your invoice is correct.
  • After that, go to the List menu.
  • Click Templates to get your estimated templates.
  • Finally, save the Invoice Template QuickBooks.

Conclusion

The article includes the steps to add, create, or customise a QuickBooks Invoice Template. You can choose a unique template for the business. You can use the Standard templates and add customer ID, Cost, Quantity, Description, and Logo.

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Frequently Asked Questions

Follow these steps to edit the invoice template in QuickBooks:

  • Firstly, click on the + icon from the side panel.
  • Then, choose the Invoice option to proceed.
  • Go to the Create Invoice window.
  • After that, select the Customise Link tab.
  • Pick the Invoice Template that you wish to use.
  • Finally, tap the Save option and close the window.

Here are the steps to change QuickBooks Invoice Template:

  • First of all, click on the Gear icon.
  • Select the Custom Form Styles option from the Company section.
  • Then, select the New style option.
  • Tap the Invoice option and navigate to the Design window.
  • Finally, edit the Margins, Font, Color, Logo, and Name.
QuickBooks Invoice Template: A Complete Guide To Customise Them

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