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December 14, 2023
Question

How can I add our bank details to our statement?

  • December 14, 2023
  • 1 reply
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Our clients have requested our bank details be on the statement and apart from entering it in each invoice itself is there another way to change the actual statement format?

1 reply

December 14, 2023

Hi dt.terry,

 

Thank you for your post. Here's how to add your bank details to your sales form in QuickBooks Online.

 

Here's how:

 

  1. Go to Settings ⚙ and select Custom form styles.
  2. Locate the Standard style and select Edit from the Action column.
  3. Select Add your EFT details. Note:It is only possible to add your bank details to the Airy new invoice template. If you can’t see this option, select Change up the template to update your template to Airy New.
  4. Enter your payment details and select Done.

That's it. Your bank details will show on your invoices moving forward. 

 

Drop by again in the Community if you have further concerns. I am around to help you.