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November 21, 2022
Question

How do i switch between invoice templates while using the app? I have 2 templates for different businesses. Using Android phone. Cheers.

  • November 21, 2022
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1 reply

November 21, 2022

Hi, @brian.troughton

 

It's good to have you here in the QuickBooks Community. I'm here to lend a hand on how you can switch between invoice templates in QuickBooks Online.

 

If you want to switch templates when sending invoices, you'll want to log into your QBO account using a mobile browser and choose a template. Here's how:

 

  1. Log in to QuickBooks Online in a web browser.
  2. Go to the +New button and select Invoice.
  3. Enter the details of the invoice.
  4. Click Customize at the bottom of the screen, then select the template you want to use.
  5. Select Save or Save and close.

 

Let me also share this additional article for more details on how to add more customisation to your sales transactions: Add, Customise, Or Remove Logos On Sales Forms.

 

Please let me know if you need clarification about managing your invoices in QBO. I'll be standing by for your response. Have a great day, and stay safe.