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April 30, 2021
Question

I have QuickBooks app and am sending invoices fine and I am Trying to set up to set up QuickBooks to attach payments to my bank account but don’t know how to do it?

  • April 30, 2021
  • 1 reply
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1 reply

April 30, 2021

Hello Thompson1099-aol, 

 

Welcome to the Community page, 

 

Are you wanting to add your own bank details onto the invoices so when you send an invoice to your customer they are there for them to then pay you?

 

If so all you need to do is add your banking details in the footer of the invoice template. 

 

Here are the steps to do this 

 

1. go to the main cog wheel and click on it 

2. click on custom form styles 

3. click on the master invoice template

4. click on content

5. then click the bottom section box on the right 

6. where it says add payment details and footer- you enter and put in your banking details in there 

7. then click on done 

 

Then you can check it shows by going to the + new then invoices, fill an invoice in then click on print/preview and scroll to the bottom and you will see the information there.