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Yvonne D1
December 8, 2021
Question

Customise Invoices on Quickbooks Online Plus

  • December 8, 2021
  • 1 reply
  • 0 views

Hi All,

I started trying to customize our invoice on quickbooks and have come up against several limitations. 

Firstly, there is a limit of 3 custom fields max.  We need at least 3 more of them for our invoice. 

Secondly, there is no option to add additional columns or option to total columns which we also require to get all the relevant information onto the invoice. 

Thirdly, we have two separate bank accounts for € payments & £ payments. There is no option, at least that i can see, to set up 2 different invoice templates so that we can use, for example, template 1 for € customers with € bank details and template 2 for £ customers with £ bank details.

Fourthly, instead of using the currency symbol € it comes up as EUR on invoices 

I did a google search to see if we could upload an invoice template of our own but it appears that Quickbooks have since deleted that option as of June this year. 

Can someone please advise if there is a way to get around all of these issues?  

1 reply

A
Ashleigh1
December 8, 2021

Hello Yvonne D1, 

 

Welcome to the Community page, 

 

So yes that is correct you can only add 3 custom fields and no more then that, there is no way of being able to add additional columns such as a totals column. If you go to the main cog wheel>custom form setting>on right hand side click on new style> click on the style you want such as invoice>fill in all the info you want to show on the invoice> done  so one template can have the £ bank details on it and the new template created can have the € bank details on. Then when you go to create the invoices if you click on customise bottom middle of the invoice then click on the correct template then print or preview it will then show the correct information for you. That is correct customers are not able to upload their own templates what  i would suggest you leave this as feedback within the main cog wheel this gets sent straight to the developers. 

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