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September 6, 2023

Welcome to the Community space.

 

Before anything else, we'd like to take this opportunity to thank you for allowing the Community Team to help you with your query. We'll gladly walk you through how to set up letterhead for your sales forms inside QuickBooks Online (QBO). To begin, you'll want to configure the template you used for your sales forms inside the program. Here's how:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon.
  3. Under Your Company, select Custom form styles.
  4. Choose the template you're using and then below the Action column, click Edit.
  5. In the Design section, click Edit Print settings.
  6. Tick the box beside Use letterhead paper.
  7. Click Done.

 

After configuring your current set up, use the template when creating transactions. You can also download the transaction so you can customised it to match your business.

 

In addition, we've got these articles to help you manage sales form templates, record invoice payments, and ensure your data stays accurate inside QBO:

 

 

We've got your back if you have any additional QuickBooks-related concerns or a task you'd like to accomplish inside the program. Feel free to visit us anytime. We'll make sure to get back to you right away. Take care and more power to your business!