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rackattack4
January 19, 2024
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QBO Invoices

  • January 19, 2024
  • 1 reply
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Hello, new to quickbooks online and struggling with the customization of Invoices. I'm using the 'Airy New' template. I initially did not have my logo showing and my company name and address details were shown in the top far left of the form. When I add my logo, the logo is in the far left but it moved my company info to the far right. I've tried changing the size of the logo and it didn't matter. How do I get the logo and the company info next to each other?  Thanks! 

Best answer by JoesemM

Are more templates coming in the future that will accommodate a window envelope? Desktop was so much more customizable. Makes no sense to me…surely others have this same frustration as I. 


I understand how frustrating it can be, @rackattack4. 

 

I can see how beneficial it would be to have this option in QuickBooks Online. Please know that we always prioritize our customer's goals.

 

As of now, I’m unable to share with you a specific time frame as to when the new templates are coming. Rest assured our Product team is aware of this and is working on implementing this in the future.

 

You can also submit feedback so they can have a look and review it. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You can also check this link for more details: How do I submit feedback?

 

Let me also share these resources that will guide you in tracking your sales transactions and how to use the new layout for your invoices:

 

 

Keep me posted if you have any other concerns about customizing your invoices or if there’s anything else I can be of help with. I’m always around ready to assist you. Stay safe.

1 reply

I
IrizA
January 19, 2024

I've got some steps on putting the logo next to your company info, rackattack4. 

 

In QuickBooks Online (QBO), you can change the position of your company information within the Custom form styles. Kindly follow these steps to change it: 

 

  1. Go to the Gear icon located at the top right corner.
  2. Under the Your Company column, choose Custom form styles. 
  3. Under the Design tab, select the Make logo edits. Then click the Show logo. 
  4. Choose a Size for your logo and its Placement. 
  5. Click the Change up the template. 
  6. Select a template aside from Airy New. 
  7. Once you're done making changes in your invoice template, press Done. 

 

You can also refer to this material to learn more about how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

After making changes to your template, you can now create invoices in QBO. 

 

If you have further concerns aside from customizing your templates, please feel free to do so by leaving them in the comment section. 

R
rackattack4Author
January 20, 2024

I followed those instructions to get the invoice setup but I need to use airy new because it’s the only template that has the option to ‘fit to window envelope’. It is true all other templates will put my logo next to my address. If I use another template, how do I format to fit a window envelope correctly? 

A
AileneA
January 20, 2024

Hi there, rackattack4. I can assist you in tailoring the format that suits your business requirements. 
  

In QuickBooks Online (QBO), you can customize the design format of your sales forms. You can customize the layout and content of these forms to suit your business needs. You can use all the templates available, and you have to modify the Placement to put the logo next to your address.  

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Choose Custom form styles. 
  3. Under the Design tab, tap the Make logo edits. Then click the Show logo. 
  4. Press a Size for your logo and its Placement. 
  5. Click the Change up the template. 
  6. Select a template.
  7. Click Done to make changes.

 

 

  

 

For detailed instructions on customizing sales forms, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For the latest updates on invoices and estimates, check out this article: See what's new with estimates and invoices in QuickBooks Online.

 

Feel free to ask any questions about customizing your forms. You can always count on the Community for support. Have a great day!

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