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Katja QS
June 4, 2020
Solved

Can I style the PDF template used for statements? I'd like this to look more like the invoices that I send out (in terms of colors etc).

  • June 4, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by AlcaeusF

Thanks for getting back to us, @Katja QS.

 

In QuickBooks Online (QBO), the statement format is based on the Standard (Master) template. You can use it to edit the statement to your preferred setting.

 

Here's how to do it:

 

  1. In QBO, go to the Gear icon at the top right to get to the Custom Form Styles.
  2. Locate the Standard (Master) template, then tick Edit under Action column.
  3. Make the necessary changes.
  4. Hit Done to complete the process.

 

For more information, consider checking out this article and proceed to the FAQ drop-down: Add, customise, or remove logos on sales forms.

 

Just in case, I'll add this article for future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Reach out to me in the comment section below if you have any other concerns or questions. I'm more than happy to answer them. Have a good one!

2 replies

A
Ashleigh1
June 4, 2020

Hello Katja QS, 

 

Welcome to the Community page, 

 

There is no way to style the template that is used for statements. It should look similar to the one you use for invoices. The top half of the invoice layout should be similar in the statement print/preview. 

 

Is yours showing completely different?  

K
Katja QSAuthor
June 5, 2020

The statement does show my company logo and email, but the color used for headings is different to what I have set up on my invoice template, and the layout of the statement is quite different from the "Airy New" theme I have chosen for invoices.

 

If I could at least get the color on the statement to match what is used on invoices, this would be a great improvement.

AlcaeusF
AlcaeusFAnswer
June 5, 2020

Thanks for getting back to us, @Katja QS.

 

In QuickBooks Online (QBO), the statement format is based on the Standard (Master) template. You can use it to edit the statement to your preferred setting.

 

Here's how to do it:

 

  1. In QBO, go to the Gear icon at the top right to get to the Custom Form Styles.
  2. Locate the Standard (Master) template, then tick Edit under Action column.
  3. Make the necessary changes.
  4. Hit Done to complete the process.

 

For more information, consider checking out this article and proceed to the FAQ drop-down: Add, customise, or remove logos on sales forms.

 

Just in case, I'll add this article for future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Reach out to me in the comment section below if you have any other concerns or questions. I'm more than happy to answer them. Have a good one!

J
JP-PR
January 4, 2023

Seems like a sorry state of affairs QBO when they cannot get the basics correct. Looks like more companies will move over to Xero or alike that can actually implement some of the fundamental items of running a business like brand identity on a statement. 

 

Its almost like QB are trying to reinvent the wheel but forgot the principle that it needs to roll...! 

 

 

    M
    Mark Armistead
    January 4, 2023

    I tied Xero. Has a whole set of issues on it's own. If you have stock and purchase orders it's also terrible.

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