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srschue1
November 8, 2023
Question

Created 3 Invoice templates with 3 Separate Company Names in one QBO FILE

  • November 8, 2023
  • 2 replies
  • 0 views

Need to create 3 invoice templates that will be under 3 different company names in one QBO File.  Company does DBA's inside one QBO File.  Can you create 3 templates with different names if so can it be done in essentials or do you have to upgrade?

    2 replies

    R
    ReymondO
    November 8, 2023

    Hello, @srschue1! Thank you for reaching out on the QuickBooks Community page.

     

    I'm here to help you with your questions about invoice templates in QuickBooks Online (QBO) Essentials.

     

    The option to create templates with different company names is unavailable in the program. Any changes you make to the business or company names on templates will automatically apply to all your templates.

     

    However, you can use the location-tracking feature in QuickBooks to easily change company names on your sales transactions. This will allow you to set a different company name when sending invoices.


    Please take note that this feature is only available for QBO Plus and Advanced subscriptions. Since you're using QBO Essentials, you can upgrade your subscription to utilize this option. Here's how:

     

    1. Sign in to QuickBooks Online as a primary or company admin.
    2. Go to Settings ⚙ and select Subscriptions and billing.
    3. Make sure your payment info is up to date.
    4. In the QuickBooks Online section, click Upgrade your plan.
    5. Review the available plans and then select Choose plan.
    6. Follow the on-screen steps to upgrade your plan.

     

    After upgrading, you can turn on the location tracking feature and add a location in QuickBooks. Then, make sure to check the This location has a different company name when communicating with customers box and enter the company name. This way, it would reflect on your printed or sent invoices. 

    For more information on personalizing and adding specific information to your sales forms, you can refer to this article: Customize invoices, estimates, and sales receipts in QBO.

     

    Please feel free to ask if you have any further questions about customizing invoice templates in the program. I'm here to assist you.

    J
    jumatatu
    November 23, 2024

    The default company name and email address STILL show up in emails to customers when they click "Review and Pay" for the invoice, even though the location-specific email and site appear on the actual invoice. How can this be shifted? Also, is there a way to have custom invoice message language on invoices and estimates as well? Or is it only possible to customize the company name and email address per location?

    G
    GebelAlainaM
    November 23, 2024

    I can see the importance of having the default company and email address not showing on your customer's invoice even after you've set up using location tracking, @jumatatu. However, this option is unavailable. I'll share further details below.

    Also, the option to have custom invoice message language on invoices and estimates is unavailable. With this, I suggest sending feedback to our product development team. That way, they can study this feature and may add this to future product updates.

    Here's how:
     

    1. Go to the Gear icon and click Feedback.
    2. Enter your comments or product suggestions.
    3. Click Next to submit feedback.
       

    You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

    In the meantime, you'll want to manually change the company name and email address every time you send an invoice with every location.

    Here's how:
     

    1. Go to the Gear icon and select Account and Settings.
    2. From the Company tab, click the Edit icon on the section you want to update.
    3. Select Save, then Done.
       

    You can check out this article for more details on updating your company information: Change your business name, contact info, or EIN in QuickBooks Online.

    Moreover, you can utilize a third-party app integrated with QuickBooks that will allow you to customize the invoice template with the company name and email address per location. You can also look through our QuickBooks Online App Store.

    Furthermore, I've attached this article for future reference in recording customer payments and managing customer statements in QuickBooks:

     

    Feel free to reach out the Community website if you still have clarification in managing customizing invoice and other sales transactions in QuickBooks. I'm always here to help you.

    4
    4Gal
    November 9, 2023

    @srschue1 

    I would recommend switching to QB Desktop Pro to manage multi company files for multi DBA's.

    T
    TheWizardDJ
    October 25, 2024

    I agree that someone who is just starting out with QB should definitely choose QB Desktop if they want to manage multiple DBA/ABN files. However, I must say this is a horrible recommendation for anyone who has been using QBO for any amount of time as there is no simple way to convert an Online company file back into a QB Desktop file unless something has changed real recently. We had to manually recreate an entire years worth of invoicing, purchasing and book keeping to switch back to Desktop Enterprise when QBO didn't perform tasks that were deemed too important to not have.

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