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June 3, 2022
Question

How do I add my bank details on invoices

  • June 3, 2022
  • 1 reply
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How do I add my bank information to Sales invoices ?

1 reply

AlcaeusF
June 3, 2022

Hello @dcunni_20-hotmai,

 

I'm glad to see you posting here in the Community space. I can show you how to add information to your invoices in QuickBooks.

 

You can include custom fields to the sales invoices in the Online version. I recommend utilizing this feature to add the necessary info like the bank details.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Custom fields below Lists.
  3. Add a custom field for the bank details.
  4. Press the + New option and choose Invoice below Customers.
  5. Enter the bank details in the custom field.
  6. Enter the necessary information.
  7. Hit Save and send or Save and close.

 

Also, I've attached a link you can use as a guide on how to customize the content of the custom form templates in QuickBooks: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Drop me a comment below if you need more assistance with the process or managing invoices in QBO. I'll be happy to help you some more.