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July 14, 2024
Question

Is it possible to add invoices with different trading names to custom from styles?

  • July 14, 2024
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1 reply

July 14, 2024

I'm sharing information about adding invoices with different trading names using Custom Form styles, @Viraj Abeywickrama.

 

Before anything else, it does not offer the ability to create templates with different company names. However, if you have the Import Style feature within your Custom Form Style, you can add invoices with different trading names.

 

Here's how:

 

  1. Go to the Gear icon, and select Custom Form Style.
  2. Click the New Style drop-down arrow and choose Import style.
  3. Choose the template type and click Next.
  4. Under the First time importing an Invoice style, click the Learn how to set up your DOCX file Download import guide link.
  5. Open the downloaded template and modify the information if needed.
  6. Save the template where you can easily find it, then go back to your QuickBooks account.
  7. Click the Browse button to upload the template.
  8. Select Next, and map the fields. Make sure the columns on the template match in QuickBooks.
  9. Click Next to preview and confirm your style.
  10. Hit Save.

 

Also, if you have QuickBooks Online Plus or Advanced, you can use the location tracking feature as a workaround. This way, you can easily change company names on your sales transactions.

 

Here's how to upgrade your plan:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to Gear icon ⚙ and select Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, click Upgrade your plan.
  5. Review the available plans and then select Choose Plan.
  6. Follow the on-screen steps to upgrade your plan.

 

Make sure that you tick the This location has a different company name when communicating with customers box and input the company name. This will ensure that the company name is reflected on your printed or sent invoices.

 

For future reference, this article help you track invoice payments: Record invoice payments in QuickBooks Online.

 

Feel free to comment below if you have any further questions about customizing invoice templates in QuickBooks Online. I'm here to assist you.