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How to Customize an Invoice in QuickBooks

Nowadays it is a requirement of the business to send the invoices to its customer, and sometimes we need to […]

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Nowadays it is a requirement of the business to send the invoices to its customer, and sometimes we need to customize the invoice copy according to the requirement to make the business look professional and unique. The default QuickBooks invoice forms are not very professional and are used by many businesses.

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However, there is a possibility for you to build brand awareness and enhance the name recognition with a well-designed logo on a unique invoice. In this article we will discuss how to customize an invoice in QuickBooks. QuickBooks provides the facility to customize any invoice easily while making it appear as a fully professional looking with all required information as per the invoice template.

How to Customize an Invoice in QuickBooks Accounting Software?

Here are few steps given for you to understand the procedure. Kindly refer them carefully.

  • In the first step, you are required to turn on the QuickBooks accounting software on your system. Once it’s done now, click ‘Sales‘ and then ‘Invoices‘ from the left navigation bar as shown in the below screenshot.
How to Customize an Invoice in QuickBooks
  • In the second step, you will see the list of invoices created so far in the invoice window.
How to Customize an Invoice in QuickBooks
  • In the third step, you are required to choose the ‘Invoice‘ that you are required to customize by clicking anywhere on the invoice. Here is an example given for better understanding:
How to Customize an Invoice in QuickBooks
  • Now, you are required to edit Invoice screen appears. The home panel has the design, Content and emails. Design is selected automatically. Hit on the “Dive in templates” – various design options are visible just down to the “Design“. Choose the design which you see if it’s ok for you like if you want to keep it bold we have selected “Bold“. Any time you can change the template by hitting “change up the template“.
How to Customize an Invoice in QuickBooks
  • Once it’s done now you need to amend the font color, style, size and edit print settings.
How to Customize an Invoice in QuickBooks
  • To modify the content of the invoice, hit on “Content” from the first panel and after that on the right side, on the invoice template, you can amend the content from top to bottom – begin from anywhere as you want by hitting the edit option (pencil icon). Also, ensure that you will include the PDF on the invoice emails.

So, in this module we have learned about how to customize the design of the sales forms in QuickBooks accounting software considering making multiple invoice templates for various types of sales. For example, you might wish to amend the purchase order number or the payment method. If you are facing any issue or have any query, so our team is here to assist you with your issue or query.

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What is the Procedure to Amend the Date or Number Format?

To amend the data or number format, you are required to follow the below-mentioned steps:

In the first step, navigate to the Settings, and after that select Account and settings.
Now, in the second step, navigate to the Advanced.
After that, you need to select the edit option (pencil icon) which is there in the Other preferences tab, and now choose the date or number format which you wish to use.
Now, choose the Save option and then click on done.
Once the above steps are complete you will see that the date and number format will apply on new form styles.

Do You Know any Way How to Order the Purchase Order Number of the Customer to the Invoice?

Yes, if you are required to enter the Purchase Order number to the invoice, you can manually enter it in the content tab as a custom field in the header section, message to customer in the footer section, or you can also add payment details and footer box in the footer section.

What Procedure needs to Follow to Edit the Sales Invoice Sequence?

Use the Custom transaction numbers functions to set the own numbering preference. This will add the Invoice number fields where you can enter any number or letter format you are required.

In the first step, you are required to choose the Gear icon on the Toolbar, then Account and settings.
After that in the second steps, choose the Sales option then choose anywhere within the Sales form content section.
Once it’s done now you can turn on Custom transaction numbers.
And finally choose the save option and then done.

You need to go to the invoice or any sales form, and mention the invoice number or any letter in the Invoice no. field you wish to use for the forms. Also, you need to know that whatever sequence you will choose here will automatically reflect to all sales forms.

Is there any Way to Add a Photo on Each Product?

No, unfortunately at this time QuickBooks is not able to add a photo on each product. However, we always try to find the ways how to improve our service, so it is advisable to provide your valuable feedback on this by signing in to the QuickBooks account, choosing the Gear Icon in the top right, and after that select feedback.

What Steps need to be Followed to Add the Bank Details to the Bottom of the Sales Invoice, so it is Always Visible on each Invoice Which is Created for Business?

The option to add the banking information is only available when using the Airy New template. If you are required to use another invoice template, you can include the payment details within the message to customer box.

To add the bank details using the Airy New Template, kindly adhere the below given steps:

In the first step, you are required to click on the Settings icon, then choose the form Styles.
In the second step, you need to create a new style or edit the current form style.
After that, choose the content tab, and then choose the footer section of the form.
Now, you are required to enter the payment details in the payment details field.
And once the above steps are completed you need to select done.

How can we Modify the Font Size and Retire Bold?

It is advisable to import the own custom template to get more flexibility with the invoice designs because at this time, it is not possible to modify the font size and retire bold.

What Should we do if there is an Error Message Displays while Adding the Logo to my Template?

In this article we have explained the guidelines and requirements to add the logo to the template like format and size, plus troubleshooting steps to get rid of the common errors.

What is the Procedure to Add the New Column in the Template?

There is no way to add the new column in QuickBooks, however what you can do it to edit and rename an existing column while customizing the template. You are required to adhere the below-mentioned steps to do so:

In the first step, you are required to navigate to the Settings icon.
In the second step, you need to choose the custom form styles.
Now, you need to create a New style, or you can also select from an existing form you want to edit.
After that, you are required to choose the table section of the template in the Content tab and choose the edit labels and width.
Now in the last step you just need to enter the new name of the column in the field, and you are done.

Can You Explain How to Customize Invoices in QuickBooks Online in Short?

Yes, here is the summary of what you are required to do to customize the invoices for quick payment.

Firstly, you are required to include the company name and contact information – either in text or in the logo. You do not need to care about the colors, fonts, and layouts. If you wish to try to match the brand, then do that. Else keep it simple as it is, the easier it is for the customer to read it and pay you!
Now, you can use of form numbers, however skip the effort to using the customer transaction numbers
If you are using the custom fields, just make sure that to include the content on it else if it is blank, then it does not show up on the invoice.
If you have issues with customer with payments then you can also include the account summary.
You can the columns simple and ensure all the information is straightforward. That should be easy to read s there will be lesser questions from the customers.
If the message or content is not adding the value on the invoice then you should not include it.

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Customization

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

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Receive Payment
Estimate
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Sales Order
Statement Charge

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Bill Payment
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Item Receipt
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Banking Transactions

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Journal Entry
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Transfer Funds
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Credit Card Statement
Credit Card Charge
Credit Card Credit

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Wage Items

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Vehicle Mileage

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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.


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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.


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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.

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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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