![]() Step 2: Click on either account or company settings. Step 1: Sign in to your QuickBooks account and select the gear symbol at the top of the screen. If your company undergoes a name change, it’s essential that you update it in QuickBooks. Image credit: QBK Accounting How to change company name in QuickBooks Desktop Customizing your invoices not only helps you stay consistent with your branding, but it also makes things clearer and more informative for your clients. Once you’ve created a customized invoice template, you can select it from the template drop-down menu at the top of the invoice screen. When you’re satisfied, click ‘OK’ to save your changes. Step 7: Preview your customizations to see how your invoice will look. Step 6: If you want advanced options, click ‘Additional Customization.’ Here, you can customize your invoice’s header, columns, footer, and more. Step 5: The ‘Basic Customization’ window opens after choosing a template. Step 4: Select ‘Manage Templates.’ Choose the template you want to modify and click ‘OK.’ Step 3: At the top of the ‘Create Invoices’ window, click on the ‘Formatting’ tab. Step 2: From the top menu bar, go to the ‘Customers’ menu and select ‘Create Invoices.’ Step 1: Launch QuickBooks Desktop and open your company file. Here’s how you can customize your QuickBooks invoices: It also adds a personal touch that your customers are sure to appreciate. Learning how to customize invoice in QuickBooks Desktop gives you a greater ability to attend to your business needs. How to customize invoice in QuickBooks Desktop If you don’t find a suitable template, don’t worry! QuickBooks Desktop also lets you create a custom one from scratch. Step 2: Use the ‘Formatting’ tab to choose from the available QuickBooks Desktop invoice templates.Ī few ways that you can personalize your QuickBooks Desktop invoice templates are to: Step 1: Under the ‘Customers’ menu, select ‘Create Invoices.’ Here’s how you can access QuickBooks Desktop invoice templates: These templates cater to different industries and styles to fit your specific business needs. There are several pre-designed QuickBooks Desktop invoice templates available to you. Image credit: QuickBooks Tutorial Are there pre-designed QuickBooks Desktop invoice templates that I can use? Any QuickBooks Desktop invoice templates you create will be available indefinitely for all future invoices. Step 5: After fine-tuning your template, click ‘OK’ to save your changes. For more advanced options, click ‘Additional Customization.’ Add your business logo and make any visual adjustments that align your invoice’s look with your branding. Step 4: Once you’ve selected a template to edit in QuickBooks, the ‘Basic Customization’ window appears. Browse through your options, choose the one you want to change, and then click ‘OK.’ Step 3: The ‘Manage Templates’ window will display a list of all the invoice templates available. A drop-down menu will open, where you should choose ‘Manage Templates.’ Step 2: Find the ‘Formatting’ tab at the top of the window and click it. ![]() Step 1: Launch QuickBooks and navigate to the ‘Customers’ menu. Now, let’s find out how to edit invoice template in QuickBooks Desktop! How to edit invoice template in QuickBooks DesktopĮditing your invoice template in QuickBooks is simple with these steps: With QuickBooks Desktop invoice templates, you: These templates come prepped and ready to use, but you still have the flexibility to tailor them to your preferences through design or layout modifications. Your terms of payment, including accepted methods of payment, currency, and the due date.Īdditionally, QuickBooks invoice templates keep everything neatly in one location.Information regarding your products or services.These templates reduce your manual work and eliminate issues around human error, so you end up with easy, polished invoices that include: With QuickBooks Desktop invoice templates, it doesn’t have to be. So let’s get started! What is QuickBooks invoice template?Īll business owners know that keeping tabs on transactions and payments can be daunting. How to change invoice message in QuickBooks Desktop.īy the end of this blog, you’ll also learn how to use integrated software to get paid on time, every time. ![]() How to edit invoice template in QuickBooks Desktop.How to customize invoice in QuickBooks Desktop.In this blog, you’ll get a walkthrough of: It saves you time and ensures that your invoices look professional and contain all the information you and your customers need. QuickBooks Desktop invoice templates are a great way to manage your invoice process efficiently.
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