Skip to main content
H
HannahVicary
March 30, 2018
Question

Creating a second invoice in QB with another logo

  • March 30, 2018
  • 1 reply
  • 0 views

Dear QB, I am trying to create a second invoice template in that services the DBA that I have under our parent company.

 

This DBA has a totally separate name and a bank account too and I need to be able to invoice clients from that company, hence needing a separate invoice template which shows the company logo.

 

If you are allowed to create a DBA under American company law that can have a separate name and bank account, surely QB should allow you to be able to invoice from that company? 

 

Please please help.

 

I was persuaded to come back to QB by my accountant from Xero, who offers this service. And I am facing the same challenges I faced 2 years ago. 

 

Thanks.

      1 reply

      A
      Anonymous
      March 31, 2018

      Hey @HannahVicary,

       

      Welcome to the community.

       

      I am not well-versed American corporate law as it pertains to parent companies, affiliates and financials. That's a legal question I'd seek legal advice on, just to make sure. 

       

      Now, you can absolutely create invoices with different logos in QuickBooks. All you have to do is create and save multiple templates. It's not uncommon for the same business to use different invoice templates (styled and organized) for a segmented client-base. 

       

      Again, regarding accounts and draw between different LLCs, seek legal advice and stay compliant! 

        Rustler
        Rustler
        March 31, 2018

        @196578

         

        In QBO the logo is company centric, you can not add different logos to different templates for the same company.


        Some have said that in QBO+ with locations turned on and the details filled out differently than the parent company, you can do this. I have tried and tried and I can not get it to work.

         

        If you know how to get it to work, please let have the step by step directions

          Terms & ConditionsAccessibility statement