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info1502
February 10, 2021
Question

You cannot add your banking details on the statement that is sent out to customer. Poor?

  • February 10, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

katherinejoyceO
katherinejoyceO
February 10, 2021

Thanks for visiting the Community today, @info1502.

 

As an insight, adding bank details isn't currently unavailable in QuickBooks. However, you can customise and add the bank details to the invoice template instead. 

 

Here's how:

 

  1. Go to the Settings menu (⚙) at the top right.
  2. Select Custom Form Styles, then click Edit beside the Standard form style.
  3. Click Content., then click the Pencil (edit) icon in the last section.
  4. Enter the bank account details either in the Message to customer or Footer text box.
  5. Click Done.

 

I've got you some of our resources below that can help you learn more about customising sales forms in QuickBooks. It teaches you to add any details to your template as well as how to design it:

 

 

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

I
info1502Author
February 11, 2021

Hallo katherinejoyce

Yes I already have my banking details on all the invoices I send out, that however is not the problem.

 

When I send a statement I cannot add the banking details on the physical statement I sent out. that is the problem 

regards

 

    D
    design-earlstone
    September 21, 2021

    I honestly think that your bank details should appear on your statement with customers and your logo. It is very unprofessional especially if you are paying SO MUCH MONIES monthly for a incomplete customer statement

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