How to Edit an Invoice Template in QuickBooks?

by James Antonio

Bored with the generic Invoice Template in QuickBooks? You can now add the twist of your customization in the generic Invoice Template in QuickBooks. This way, you can uplift the look and feel of the regular sales form.

From changing colors to adding various forms of typography, or even adding a logo, now you can edit the invoice template in QuickBooks.

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Start by creating and importing your very own, personalized QuickBooks Online invoice templates and estimates.

What is a QuickBooks Invoice Template?

As a business owner, one of the biggest challenges is to track and record payments. Here’s where a dedicated invoice system helps in making things easier and effective. On QuickBooks, you get professional Invoice Templates that are ideal for your needs.

Thus, the invoice lays out specific details which include the payment’s time period, payment’s mode, the currency you deal and the specified products or services for which you are being paid for.

In general, you can create manual invoices on MS Excel or MS Word, but they critically lack a professional look. In QuickBooks, you get templatized, ready made invoices that you can use in accordance with your needs and choose to customize them as well.

Steps to Edit an Invoice Template in QuickBooks

Follow the below mention steps involved in editing an invoice template in QuickBooks.

Step 1: Open QuickBooks and login into your respective account. Tap on Sales and then choose Invoices which you must find from the left navigation bar.

Step 2: The Invoice Window would show up which will have the list of invoices that have been created so far.

Step 3: Choose the Invoice that you wish to edit by making a click on any spot on the invoice.

Step 4: A screen will appear saying, Edit Invoice. In this, the first panel is labelled as Design, Content and Emails.
The choice of Design is by default been selected.

Step 5: For having a preferred design to your invoice template, you can choose from various design options. To do this tap on Dive in templates, followed by clicking on Design.

You can choose to change the current design at any given point in time by selecting change up the template.

Step 6: For changing the content of the invoice, make a click on Content that is placed on the first panel which is next to Design.

Start by clicking on the pencil-shaped icon

Step 7: When you are satisfied with the design and style you created for the invoice template in QuickBooks, you can upload your logo to the same as well.

Click on the logo menu to get started.

Step 8: If you wish to change the color of your invoice template, select the color menu and choose the choice of color you wish to add to the invoice template.

That wasn’t that cryptic as you thought it to be, right? That’s right! Editing an invoice template in QuickBooks or customizing it isn’t a cryptic puzzle that you cannot solve. The process is pretty straightforward and helps you to add your own business identity to the invoices.

Hopefully, this article helped make it easier for you to edit an invoice template in QuickBooks.

If there are pertaining queries or confusions with respect to editing an invoice template in QuickBooks, you can dive in for a quick call to professional experts who are here to assist you.

Accounting Professionals, CPA, Enterprises, Owners

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Why would I Consider Maintaining Invoices in QuickBooks Online?

The key highlights of considering to maintain invoices in QuickBooks Online are:

Quick Payments
Invoice Tracking
Invoice Automation
Data Privacy
Gaining Insights

Can I Edit the Invoice Number field in QuickBooks Online?

Yes, you can edit the invoice number field in QuickBooks Online. To start:

Tap on the gear icon which you can spot at the top of the toolbar
Choose the account or company and settings
Choose the Sales Menu and tap on the pencil-shaped icon. Alternatively, you can also tap on edit sales form content instead of the pencil-shaped icon
Make a click to check the box that you can locate next to custom transaction numbers
Choose Save to finish

Is it possible to Edit the Products on my Invoices in QuickBooks?

Yes, it is possible to edit the products on your invoices in QuickBooks:

Open QuickBooks and login into your respective account and click File
Choose Restore Company and tap on Open a company files
Select Next
Visit Customer Centre and select the invoice on which you wish to make the edits and do a double click
Choose the product field for which you wish to make the edit and insert the necessary information
Validate that everything inserted is accurate and tap on Save
Click Done

What are the various types of invoices found in QuickBooks?

There are primarily five types of invoices found in QuickBooks are:

Pro Forma Invoices
Interim Invoices
Recurring Invoices
Past Due Invoices
Final Invoices

Other than these are:

Artist Invoice
Billing Invoice
Commercial Invoice
Consultant Invoice
Contractor Invoice
Design Invoice
Freelance Invoice
Hourly Rate Invoice
IT Invoice
Medical Invoice
Past Due Invoice
Days Due Invoice
Pay-Type Invoice
Photography Invoice
Rental Invoice
Repair Invoice
Sales Invoice
Service Invoice
Teacher Invoice
Work Orders

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Importer, Exporter & Deleter

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$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
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  • Unlimited Users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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