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A
audrey15
July 2, 2020
Question

Can I add our banking detail on statements?

  • July 2, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

G
gayatriluthfias20
July 2, 2020

Hi @audrey15 , It is possible to add your banking details to your invoices. To do this, you can simply add a footer to your custom invoice. 

Here's how:

  1. Click on the Gear (⚙) at the top.
  2. Click Custom Form Styles.
  3. Click Edit beside the Standard form style.
  4. Click Content.
  5. In the last section, click on the Pencil icon.
  6. Enter your bank account details either in the Message to customer or Footer textbox.
  7. Click Done.

Related article : Add bank details 

Rose-A
Rose-A
July 2, 2020

Good to hear from you today, audrey15.

 

I'm here to share some information regarding adding bank details on statements in QuickBooks Online. If you're referring to customer statements, adding bank details isn't currently unavailable.

 

As a workaround, you can customise and add the bank details on the invoice template. Here's how:

 

  1. Click on the Gear (⚙) at the top.
  2. Click Custom Form Styles.
  3. Click Edit beside the Standard form style.
  4. Click Content.
  5. In the last section, click on the Pencil icon.
  6. Enter the bank account details either in the Message to customer or Footer text box.
  7. Click Done.

To learn more about customising sales forms in QuickBooks, you can go through the following resources below. You'll learn more about what other information you can add to your template as well as how to design it. Also, this will provide insights on what options you can include to your statements:

 

Create and view customer statements

Customise invoices, quotes, and sales receipts in QuickBooks Online

 

Don't hesitate to leave a reply below if you need additional assistance. I'm here to help.

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