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EssemtecUSA
EssemtecUSA
May 13, 2024
Question

Customizing Estimates and Invoices

  • May 13, 2024
  • 1 reply
  • 0 views

Hello

 

Since the new layout update, we can't access any print templates. I found the instruction on how we used to do it until today. We had a "customize" button on the bottom/middle section where we previously saved different print templates.

 

https://quickbooks.intuit.com/learn-support/en-uk/help-article/customise-forms/customise-invoices-estimates-sales-receipts-online/L57kKA6b6_GB_en_GB?uid=lw4rr8o5

 

Does anybody know how we can do this with the new layout? We do not have the option to switch back to the old version (as suggested in the article above).

 

Thanks in advance for any help,

Jessica

    1 reply

    R
    RogelioL
    May 13, 2024

    Let me guide you on accessing your saved templates in QuickBooks Online, @EssemtecUSA. 

     

    To begin with, are you trying to access a saved custom form style template? If so, we can follow the steps I've provided below. 

     

    Here's how: 

    1. Navigate to the +New, then select Invoice. 
    2. Click the Manage, located at the top right corner.
    3. From the left side of the invoice, click Design.
    4. Scroll down, then from there, you can choose a template you've previously saved. 
    5. Modify the rest of the field, then click Save and Close. 

     

    Additionally, below are some helpful resources about working with invoices, which may come in handy moving forward:

     

    Let me know if you need further assistance accessing your saved templates or have any QuickBooks-related concerns. Keep safe.

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