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November 3, 2024
Question

Hi, new to quockbooks. I use the mobile app, however I can't seem to personalise my invoices, does anyone know how to do this?

  • November 3, 2024
  • 1 reply
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1 reply

November 3, 2024

Welcome to the QuickBooks Community, James. I'm here to help you personalise your invoices to enhance business communications.

 

You'll have to access your QuickBooks Online (QBO) account through a web browser to customise your sales forms, as this feature is currently unavailable in the mobile app. To do this, here's how:

 

  1. Log into your QBO account.
  2. Go to the Gear icon and select Custom form styles
  3. For a new template, select New style. Or, select the template name (double-click) to customise an existing template. 
  4. In the Design tab, change the look of your invoice by selecting a pre-designed template, and adjusting the layout, colours, fonts, and logo to align with your brand identity.
  5. In the Content tab, tailor the invoice information to your needs. Add, remove, or edit fields such as company name, address, customer details, item descriptions, prices, etc.
  6. In the Emails tab, personalise the accompanying email message when sending invoices to your customers. 
  7. Click Done once you're finished customising. 

 

For more details about personalising the look and information on your forms, please see this article: Customise invoices, estimates, and sales receipts in QuickBooks.

 

Moreover, would you like to track the status of your invoices and receive payments using the QuickBooks mobile app? Please refer to these articles for guidance on the necessary steps: 

 

 

Please know that I'm just a reply away if you need further assistance managing sales transactions using the QBO app. Take care, and have a good one.