How To Customize Invoices in QuickBooks Online: Personalize Your Invoices

If you are a frequent QuickBooks user, It is mandatory for you to learn how to customize invoices in QuickBooks […]

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If you are a frequent QuickBooks user, It is mandatory for you to learn how to customize invoices in QuickBooks Online and include specific information in your particular sales forms.

With QuickBooks Online, you get the tools to prepare highly professional and customized-looking invoices.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Personalizing the layout and appearance of sales forms is an easy way but useful way to boost the communication of your business. You do not require a designer to create captivating forms. Not to mention, you can decide what details your customers can view and only include the information that is crucial for your business.

Why It is important to Customize Invoices?

Considered the best small business accounting software and invoicing software, QuickBooks Online is distinguished with its professional-looking estimates, invoices, and sales receipts. However, the default forms are not very remarkable. Hence, It is highly suggested to customize the invoice receipts along with estimates to boost your brand and enhance business communication. It is also possible to boost brand awareness and uplift brand recognition with a nicely created logo on a special invoice.

Furthermore, customized sales forms can assist you in boosting your sales in many ways. For instance, personalizing the design of your invoice makes it appear very professional and appealing, which may, in turn, inspire your customers to pay quickly and consider conducting several transactions with you in the days to come.

How to Customize an Invoice in QuickBooks Online?

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 the Invoice screen that 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 that 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, and 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 you want by hitting the edit option (pencil icon). Also, ensure that you will include the PDF on the invoice emails.
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Frequently Asked Questions

Is it Possible to use the Default Sales Form in QuickBooks?

Yes. It is possible to use the default sales form in QuickBooks. But, we suggest that you prepare and personalize your sales forms to strengthen the image and professionalism of your organization in front of the clients. Invoices that have custom designs appear different in comparison to usual invoices.

What are the Three Ways to Customize Invoices in QuickBooks?

To customize invoices in QuickBooks, there are three feasible options:

  • Content
  • Design
  • Emails

How Can we Modify the Font Size and Retire Bold?

It is advisable to import your 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.

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