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May 3, 2023
Question

How do I adjust remittance forms and customer statements?

  • May 3, 2023
  • 1 reply
  • 0 views
customize remittance forms and customer statements

1 reply

May 3, 2023

Hey there accounting-fplrc,

 

Thanks for reachingout to us here. QuickBooks Online is a great tool with various features that can make running your business easier. I would be happy to provide some information.

 

QuickBooks Online gives you the ability to customize certain forms. At this time, you can only customize invoices, quotes, and sales receipts. This helpful guide will show you how to customize these forms. I can see that being able customize other forms would be beneficial for you. I encourage you to leave feedback by heading to the Gear icon and selecting the Feedback option. These comments are viewed and considered by our developers as they create new features and updates for QuickBooks. 

 

If you require further assistance, I recommend contacting our support team outside of the community. They'll be able to do a screen share with you and guide you towards your QuickBooks goals. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
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If you have any further questions, please do not hesitate to contact us here.