I would like to personalize the estimates and invoices templates.. How can I process please?

I’ve got some information to share about personalizing sales forms in QuickBooks, Sherley.

Creating personalized sales forms in QuickBooks Online (QBO) only takes a few easy steps. You mentioned you want to add more columns. Please know that the option to do it is currently unavailable. You can only add custom fields and specific information to your invoices and estimates. See this guide for complete instructions: Customise invoices, estimates, and sales receipts.

In case you’ll consider setting up custom fields, check out the following instructions below to achieve it:

1. Go to the Gear icon, then select Account and Settings.
2. Click the Sales menu.
3. Go to the Sales form content and hit the Pencil icon to edit.

4. Activate the Custom fields option. 

5. Select Save, and Done after.

I recognize how useful the feature is to get the details that matter most to your business. You can send feedback directly to our Product Development team so they can take a look and might consider this idea as part of the future enhancements. I’m glad to show you the steps:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the box.
3. Select Next to submit.
   

The program helps you create and transmit invoices that help you get paid faster. To keep records of your sales clear, informative, and connected from start to finish, you can visit these references:

• Invoice guide, examples, and what to include
• How to follow up on past due invoices
• Record invoice payments

Please feel welcome to add comments or create a new post if you have any other concerns or additional sales-related questions. I’m always here to help. Take care always!