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October 9, 2024
Question

where to find invoice templates

  • October 9, 2024
  • 1 reply
  • 0 views

where to find invoice templates

1 reply

October 9, 2024

Hello gary_boom,

 

Glad to have you connect with us here. I'll be happy to show you how to access invoice templates in QuickBooks. 

 

Here's how:

 

  1. Click the Gear icon.
  2. Under Your Company, click Custom Form Styles.
  3. From here you can view your templates and manage them.
  4. To create a new template, click the New style button in the upper right-hand corner.
  5. Select Invoice.
  6. Go to the Design tab to edit the template name, logo, color, font, and margins.
  7. Go to the Content tab to customize the header, body, and footer of the invoice template.
  8. Click Done 

Give this a try and let me know how you make out. I'll be a message away in case you have other questions.