Solved

How can I use a different division name, location, and contact information with an invoice?

Forum|Forum|5 years ago
September 7, 2020
1 reply
0 views

I have two different invoices. Every time I change the information on one, it affects the other. How do I change one invoice without affecting the other.

QuickBooks Online

Best answer by RenjolynC

I appreciate your time getting back here, wreade78.

The information added in the template is based on the company settings. Any changes made on the header section affects the other templates because you can only add one company name on the settings.

I have a solution that can help you achieve what you want. You can download a sample template in Microsoft Word and modify the information. Then, import the template in QuickBooks Online. This way, you can keep different templates with different company names.

Here's how:

Go to the Gear > Custom Form Style.
Click the New style drop-down menu, and choose Import style.
Select the template type, and click Next.
Under First time importing an Invoice style, click the Learn how to set up your DOCX file Download import guide link.
Open the downloaded template and modify the information. Save the template where you can easily find it and then go back to your QuickBooks account.
Click the Browse button to upload the template.
Select Next, and map the fields. Make sure the columns on the template matches in QuickBooks.
Click Next to preview and confirm your style.
Hit Save.

Please see the sample screenshots below for a visual guide:

You can also check this article for more details: Import Custom Form Styles for Invoices or Estimates.

Please know that I'm here if you have more questions about adding templates in QuickBooks or other concerns.

C

Catherine_B

I can help you update an invoice, wreade78.

When you edit the customer's information within the Invoice other transactions shouldn't be updated. However, if you changed it within the customer profile, it'll affect other transactions.

We can perform a few troubleshooting steps to isolate the unexpected behavior when editing an invoice. Log in to QuickBooks using a private browser. To open one, you can use these keyboard shortcuts:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Safari: Command + Option + P

After that, try to edit an invoice and save it to see if still affects other transactions under that customer. Here's how:

Go to the Sales menu and select Customers.
Select the customer and go to the Transactions List tab.
Look for the open and select it.
Edit the invoice and click Save and close.

Open another customer invoice if it was updated based on the changes you made to the other one. If it works as expected, we can o back to the main browser and clear the cache. Using another browser such as Google Chrome, Internet Explorer, or Mozilla Firefox can also help us get rid of these kinds of issues.

For more information on how to manage customer lists and transactions, check out these articles:

Feel free to mention me in your reply if there's anything else that you need help with. You take care always and have a great day!

W

wreade78Author

@Catherine_B thanks for your message.

I'm actually attempting to edit the invoice template. This is under the custom form styles. When I create a new template and change the company name on the new template, it changes the already existing template and changes the company name throughout the remainder of the software.

Does that makes sense?

Thanks!

RenjolynCAnswer