How to Change, Edit, Customize QuickBooks Invoice Template?

Bored with the generic Invoice Template in QuickBooks? You can now add the twist of your customization in the generic […]

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.

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

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

What is QuickBooks Invoice Template?

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 mode, the currency you deal, and the specified products or services for which you are being paid.

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.

How to Change Invoice Template in QuickBooks

Customized invoices offer your business a professional appearance, and QuickBooks includes a variety of invoices that you may shape to match your business style. Follow the instructions below on how to change invoice format in QuickBooks to make a personalized template.

  • First, you have to open QuickBooks, then select customers from the menu bar. Choose to create invoices from the drop-down menu after that.
  • To see how the invoice will appear, choose print preview, and then click close.
  • Choose Customize from the drop-down menu on the Create Invoices screen, then click Manage Templates.
  • Then you have to select the template you want to use and press OK to open it.
  • Choose the customization preference from the options panel. You may change any element of the design using QuickBooks, and you can even add other features like notes.
  • When you are finished, you have to select print preview to see how your customized invoice will appear.
  • At last click ok and then save.

How to Edit an Invoice Template in QuickBooks

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

  • Step 1: Open QuickBooks and log 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 will 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 labeled as Design, Content, and Emails.
    • The choice of Design is by default 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: To change the content of the invoice, 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 as 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 add your business identity to the invoices.

How to Change Company Name on QuickBooks Invoice

If the name of your company changes, you can update your information in QuickBooks as well. You can accomplish that by following the procedures indicated below.

  • First, log into QuickBooks and select the gear icon at the top of the page. After that, select Account & Settings or Company Settings.
  • Choose a company from the left menu, then click the edit or pencil icon to modify or update the information about your business.
  • Check the box that is next to the same as the company name if the legal name of the business is the same. If not, uncheck the option and type the legal name instead.
  • Lastly, click Save to finish.

How to Change Invoice Number Sequence

The invoice number is typically sequentially assigned by QuickBooks, but if you choose, you can change it yourself. You will achieve that quickly if you follow the methods listed below.

  • Log into QuickBooks and select the gear icon at the top of the page and then click on the sales form entry link.
  • Mark the checkbox next to customer transaction numbers under the custom number section, then click save.
  • The number on your invoice can then be changed before saving or sending.

Keep in mind that QuickBooks will save the new invoice number and carry on with the sequence automatically.

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

If there are pertaining queries or confusion 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
Accounting Professionals

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+1-800-596-0806 or chat with experts.

Frequently Asked Questions

Why Would I Consider Maintaining Invoices in QuickBooks Online?

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

checked Quick Payments
checked Invoice Tracking
checked Invoice Automation
checked Data Privacy
checked 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:

checked Tap on the Gear icon which you can spot at the top of the toolbar
checked Choose the Account or Company and Settings
checked 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
checked Make a click to check the box that you can locate next to Custom Transaction Numbers
checked 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:

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

What are the various types of invoices found in QuickBooks?

There are Primarily Five Types of Invoices Found in QuickBooks are:

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

Other than these are:

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

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