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October 26, 2023
Question

I do not have access to templates in our account, how do I get access?

  • October 26, 2023
  • 1 reply
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1 reply

October 26, 2023

Hi there buchananwilma-gm

 

It's important that your information is correctly entered on your invoices so that your customers know the amount they owe your company. QuickBooks Online is a great tool able to help you create and send invoices, as well as other sales forms such as estimates and sales receipts, to your customers. I can point you in the right direction to edit form styles.

 

There are two ways to edit form styles, depending on if you have the older or newer experience. Both methods are outlined in this guide on how to customize Invoices, Sales receipts and Estimates.

 

If you have any other questions, feel free to reach out here.