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October 20, 2020
Question

Quickbooks Online. When you go to settings>Custom form styles>edit What I entered in the footer section does not show on the printed form. How can that be visible?

  • October 20, 2020
  • 1 reply
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1 reply

October 20, 2020

Welcome to the QuickBooks Community, mghsoffice!

 

I love that you're using QuickBooks Online's Custom form styles option to help your business stand out and be recognizable to your customers. It's also the perfect way to make sure that all the information they need is on the form, which sounds like exactly what you're looking to do with the footer section through the customized style. I'll go through this with you so that you can be sure that information is populating as you need it.

 

Information that you add to the footer section in Custom form styles should automatically populate the next time you use that form. Since you're not seeing it, my first suggestion is to make sure that you're using the correct form style on your sales forms. When you create a new invoice, estimate, or receipt transaction, the program will automatically use whichever form is set as the default. If you haven't set a default, it'll use the Master form type.

 

If you created a whole new form style with the footer information, but didn't set that as the new default, that's likely the reason you're not seeing the footer information on the printed form. You can easily check which form style has been used by opening the transaction and then clicking Customize at the bottom. A green checkmark will display beside the style applied to that form. If it's not the one you want, you can change it there with a simple selection of the one you want, then Save. Take note, however, that it's only admin users that have this option, so if you have regular users on your account that need to work with forms, it's best to set up a default since that's what the program will use for them.

 

To set a new default form, you can do so from the Custom form styles area. Once you come back to the list of custom forms, click the down arrow in the Action column for the form you'd like, then choose Make default. Next time, QuickBooks will use that form style when you create the related form type.

 

Here's an article that goes into depth about the options available for customizing your forms: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

I recommend starting with what I've mentioned above to see if that helps with getting the footer information you've entered to appear on your forms. If it doesn't do the trick, however, feel free to comment on this thread again with more details about your setup and what you've tried. I'm happy to work through this with you!