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September 16, 2021
Question

Quick books is linked to my bank, but how do I add my bank details to the invoice ?

  • September 16, 2021
  • 1 reply
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1 reply

September 16, 2021

Hello Kevinnev73-aol-c, 

 

Welcome to the Community page, 

 

If you click on the main cog wheel top right hand side> then under settings click on custom forms styles > click on your invoice templatecontent > click on the bottom box section on the right hand side> on the left hand side you will see a box that says add payment details and footer> enter your bank details in there> then click done 

 

Then when you go to create and invoice and fill it all out, when you click on print or preview it will show your bank details at the bottom of the invoice page for your customers to see.