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October 6, 2020

Hi @enterprisesclean,

 

I'll walk you through on how you can set up the invoice page in QuickBooks Online (QBO).

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Choose New Style.
  4. Pick Invoice.

To continue this process, open this article: Customise invoices, estimates, and cash memos in QuickBooks Online. Scroll down and look for Step 2: Design your template.

 

To take customisation further in QBO, you have the option to import your custom templates. See this article for the complete steps: 

Import custom form styles for invoices or estimates

 

Post a reply if you have other concerns. I'll be sure to get back to you.