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October 16, 2019
Question

Good day, I urgently need someone who can assist me in customizing my quotations and invoices as the editing options on the program are limited.

  • October 16, 2019
  • 1 reply
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1 reply

AlexV
October 16, 2019

There's a different way to customise your invoices and quotes, bluedoorcontract.

 

You can design your own template from Word document using the EZ Map fields. Then, let's import it to your QuickBooks Online acount.

 

I'd like you to check this article about importing custom form styles for invoices or estimates. Let's click on the Make template mapping hassle-free with EZ Map Fields section. You can see there a sample form for your guide. I'd suggest using the sample especially for first-time users of this feature.

 

We also have a QuickBooks Online EZ Map Fields Catalogue. This contains the keywords or the codes that we can add on the template.

 

Here are some articles you might want to check:

Hope this helps to create your own customised forms. Reply anytime if you need further assistance.