How To Customize Invoices, Sales Receipts & Estimates in QuickBooks Online
Why is it Important to Customize the Look and Feel of Invoices, Sales Receipts, and Estimates?
The default QuickBooks forms are not very professional looking and may not contain enough space for your business/ customer information. It’s important to customize sales forms because they are a reflection of your business. Since sales forms are sent to your customers, you want them to be professional looking and include the level of detailed information that your customers expect when providing them with an invoice for a sale or an estimate for work that you plan to do for them in the future
Working With the Sales Tab in QuickBooks
Customizing the look and feel of your invoices is found within the Sales Tab in QuickBooks, which you can access by clicking on the Gear icon and selecting Account and Settings right below the Company Information, as indicated below.
Within the Sales Tab, there are six key areas to set up:
- Customize look and feel
- Sales form content
- Products and Services
- Online delivery
- StatementsThis lesson is about the first step, customizing the look and feel of your sales forms.
How Do I Customize the Look and Feel of Invoices, Sales Receipts, and Estimates?
Below are the step-by-step instructions on how to customize the look and feel of invoices, sales receipts and estimates […]