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July 16, 2024
Question

I need to send receipts acknowleging several contyribution. I know I created a template in here somewhere, but can't find it.

  • July 16, 2024
  • 1 reply
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1 reply

July 16, 2024

I'll share information on how to find and use the template you created for the sales receipt, @YosiFA.

 

You can search all the created templates from the Gear icon. You can also choose the template when creating a sales receipt.

 

Here's how:

 

  1. Click the + New button.
  2. Choose Sales Receipt.
  3. Enter necessary details.
  4. Click the Customize button at the bottom of your screen.
  5. All the templates for the sales receipt will show. You can choose the one you created for the several contributions.
  6. Click Save and close.

 

Also, to check all the templates created, you can go to the Gear icon. Follow the steps below:

 

  1. Go to the Gear icon and choose Custom form styles.
  2. Choose from the templates created.
  3. If you want to use a certain template as the default, click the dropdown arrow to Edit.
  4. Select Make default.

 

Here are articles for more information about customizing invoices and sales forms in QBO:

 

 

Let me know if you have questions about managing templates in QuickBooks Online. I'm always here to help. Have a great day.