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florencelim-aglo
November 12, 2023
Question

How can i backup my master/Standard form style ? in case, there is any mess-up, i wish to revert to the backup copy which have been working fine

  • November 12, 2023
  • 1 reply
  • 0 views
I am worry that my invoice , credit note, statements & others will NOT have the same consistent new format

1 reply

C
Carneil_C
November 12, 2023

Hello, @florencelim-aglo.

 

I'll outline some handy details about the custom form style feature in QuickBooks Online.

 

If you want to revert your template, we can change your default template to represent all your forms. Here's how you can change the default custom template:

 

  1. Go to the Gear icon and then select Custom form styles.
  2. Find your template.
  3. Tick the dropdown ▼ in the Action column.
  4. Select Make default. You'll see (default) displayed by the default template name.

 

However, we're creating a backup for this isn't possible. Thus, we can only change the template used for your created invoice. You'll have to edit it and modify it. Here's how: 

 

  1. Go to the Sales menu and choose an invoice from the Invoices section.
  2. Click Edit, then tick Customise from the invoice page.
  3. Choose the template.
  4. Hit Save once done.

 

You can read through this resource to personalise and add specific information to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you want to learn how to upload, edit, or delete logos from your invoices, estimates, or sales receipts in QBO, this article can give you more insights: Add, customise, or remove logos on sales forms.

 

You can always reply or reach out to us again if you need anything else with managing your sales. We're always here to guide and assist you whenever you need help. Have a good one.

L
linbizuan-gmail-
November 15, 2023
Hi, 
I have done as suggested, 
But only the invoice format is reflected.
Statement, delivery note, credit note still showing the old format with old logo
K
Kurt_M
November 15, 2023

Thanks for joining the thread.

 

Before anything else, know that we appreciate you performing the steps provided by our colleague. We also understand the importance of having the option to apply your created template to your statement, delivery note, and credit note. As we check here on our end, please be aware that it's only applicable to your invoices inside QuickBooks Online (QBO).  If you wish to update your template's logo, we'll be happy to walk you through the process: 

  1. Access your QuickBooks Online company.
  2. Go to the Gear icon and then select Custom form styles.
  3. Find your template.
  4. In the Design section, click Make logo edits.
  5. Click the Plus (+) icon beside the image.
  6. Upload your new invoice logo.
  7. Click the Save button, and then click Done.

 

Once your template is ready, you'll want to set it as your default template for your invoice. Feel free to follow the steps provided by our colleague.

 

Moreover, we're adding these articles to help you handle invoice payments, monitor your transactions, and add more details to your business reports inside QBO:

 

 

Please don't hesitate to leave a comment below if you need further assistance managing sales form templates inside the program. We've got you covered. Stay safe, and have a good one. 

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