Footer in invoices and estimate

Thank you for choosing QuickBooks as part of your business, TreeMasters. I know how to clear the bank details appearing on your estimates and invoices from the footer section. I'm here to provide you with the specifics.

The bank details appear on your forms once it's enabled on the template you're using. You can entirely remove it by following these steps:

1. Sign in to your QuickBooks Online (QBO) account using any supported browser.
2. Go to the Gear icon, then click on Custom form styles.
3. Select the template you're using, then select Edit under Action.
4. Go to the Content section, then tap on the footer area of the PDF file.
5. Take the bank details under the Add payment details and footer.
6. Click Done to save the changes.

After that, be sure to select the precise template for your transactions from the Customise tab to generate the exact details when tracking your invoices or estimations.

For further tips on personalizing and adding unique information to your sales forms, you can read the following articles: 

• Customise invoices, estimates, and sales receipts in QuickBooks Online
• Add, customise, or remove logos on sales forms

Furthermore, you may also look at the resources on this website for more tips on creating templates for recurring transactions: Create recurring transactions in QuickBooks Online.

If you have further questions about the bank data that shows up on your transactions, please let me know by leaving a comment below. I'm only a few clicks away from assisting you once more. Keep yourself safe!