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July 4, 2023
Question

How can I update my bank details on invoices?

  • July 4, 2023
  • 1 reply
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1 reply

July 4, 2023

Hi brtplastering,

 

Let me help you how you can update your bank details on your invoices in QuickBooks Online by going to your Custom Form Styles. Here's how to:

 

  1. Click on the Settings icon.
  2. Click on Custom form styles.
  3. Click on Edit for your Default template.
  4. Click on Design tab, and click on Add your EFT details.
  5. Under Footer, that is where you can update your bank details.
  6. Click on Done.

Once done, you can create a dummy invoice or use the existing created invoice to Print/Preview to see the changes made.

 

You can also check this link to help you customise your sales form in QuickBooks Online: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Keep me posted if you have other QuickBooks concerns or questions. I'll get back to help you the best that I can.