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gvernon-pacific-
July 25, 2022
Question

I need to have two different customer invoice templates for DBA of our company. I add a new style it always converts back or changes the address we have in the profile?

  • July 25, 2022
  • 2 replies
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2 replies

M
Maybelle_S
July 25, 2022

I'm glad to see you dropping by in the Community, @gvernon-pacific-.

 

In QuickBooks Online (QBO), we can create multiple invoice templates by importing your invoice template style.

 

However, we can also modify the address under the Custom form styles. Make sure to update the information in the default template so that the address does not change.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select Custom form styles.
  3. Click the New style drop-down arrow, then choose Invoice.
  4. Select the Content tab.
  5. Click the Edit pencil icon under the Business name.
  6. Select the Address link, then enter the Street address, City, State, and Zip code.
  7. Hit Done.

 

You can check this link to import your templates: Import custom form styles for invoices.

 

Furthermore, I suggest checking out this article. It contains additional insights about customizing invoices with some visual screenshots: Customize invoices, estimates, and sales receipts.

 

Please know that I'm just a post away if you need more assistance in creating your template. I want to make sure you're taken care of. Have a wonderful day.

    G
    gvernon-pacific-Author
    July 27, 2022

    I tried that multiple times and it keeps changing my default templates address.  I can't get my templates to have the right addresses. I change the address on one template and it changes all templates address.  This is so frustrating, I never had this problem in the desktop version.

      Adrian_A
      Adrian_A
      July 27, 2022

      I appreciate you for trying the steps shared by my colleague, gvernon-pacific-.

       

      With the new update, any changes made to a sales form will reflect in the others. That said, I'd suggest sharing feedback with our Developers about this one.

       

      You can click this link to post your insights: Customer Feedback.

       

      Feel free to browse this article on how you can customize the look of your sales forms:  Customize invoices, estimates, and sales receipts.

       

      I'm always around to help with any of your concerns. 

      B
      BFG007
      September 29, 2024

      September 2024 and this is still a major issue. Unbelievably frustrating and disappointing that something seemingly so intuitive and simple is not a basic feature. On the desktop version we are unable to create two different invoice templates with unique bank details for each template. If I change one template, the information changes on the other, but you already know this. The bigger question is why it hasn't been resolved?

        U
        Ubi1
        May 28, 2025

        Why is it possible to CREATE multiple invoice templates in QBO but not USE them as different templates.  This is surely a simple technical fix, when creating a new invoice you choose which template it is to be based on.  Please get this fixed QB, it can't be that difficult.

        R
        RheaMaeH
        May 28, 2025

        I understand the importance of being able to create and use multiple invoice templates in QuickBooks Online, Ubi1. I’ll ensure your feedback is communicated to our Product Development team for consideration in future updates as we strive to enhance our services.

         

        QBO allows you to create multiple invoice templates, and you can select a specific template when generating an invoice. However, currently, you cannot choose different templates for individual invoices.

         

        Your input is invaluable, and I will ensure it reaches our Product Development team for consideration in future updates. They genuinely value customer input and are eager to hear your suggestions.

         

        To proceed, here's how:

         

        1. Open your QBO account.
        2. Go to the Gear icon located at the top-right corner of your screen.
        3. Under the Profile section, select Feedback.
        4. Type in your suggestions and then click on Next.

         

        Additionally, you may find this article helpful for personalizing and adding specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

         

        If you have any further questions or need assistance with invoice templates or other features, please don’t hesitate to ask.

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