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T
TGusBDG
August 3, 2023
Question

Custom Forms

  • August 3, 2023
  • 1 reply
  • 0 views

I need to have multiple templates in estimates and invoices which include different company names, addresses, logos and such. However, any time I update the information it transfers it across all form styles (which is stated in the editing mode). Is it possible to turn that off? All monies are deposited into the same accounts, but we have one company with an additional DBA and it needs to be estimated and invoiced under a different name. 

 

1 reply

C
ChristineJoieR
August 3, 2023

Yes, @TGus. Customizing a template in QuickBooks Online allows us to change its color, add photos, fonts, and other designs available. Thus, there isn't a way to include the customer's personal detail in the custom form style.

 

Having that said, I'll share the steps to submit feedback since turning it off isn't possible. For now, what we can do is enter the information manually.

 

Also, providing us with feedback will help enhance and help you to have a more suitable experience with QuickBooks Online. This way, they'll see your suggestion and consider adding it to the next program update.

 

Follow the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Our Product Development team receives your thoughtful comments (QBO) through the feature request tracking: QuickBooks Online Feature Requests website.

 

You'll also want to create recurring transactions, there's no need to change information within your invoices. A recurring invoice is the same as a regular invoice. It is automatically generated and sent to the same customer at predetermined intervals. Usually, such intervals will be every month. They could be every week or quarterly depending on the goods or services provided: See this page for the complete instruction: Create recurring transactions in QuickBooks Online.

 

Please feel free to remark with your response. I'm excited to provide more information on invoice-related matters. Have a great day.

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