![]() You can also align it to the left, right, or center. Here you can add a logo and choose whether you want the size to be small, medium, or large. Clicking on any template will let you preview it on the right.īelow the Change Up the Template is the Make Logo Edits section. These include Airy New, Airy Classic, Modern, Fresh, Bold, and Friendly. Directly below, you can choose from several different premade styles in the Change Up the Template section. You can switch from Design, Content, and Emails.Īt the top of the Design tab, you can name your template. The tabs at the top left let you switch between different settings. Choose Invoice from the dropdown and then the new invoice page will show up. The New Style button is a dropdown, so you will choose between an invoice, estimate, or sales receipt.įirst, let's make a new invoice. To start making a new style, click on the New Style button at the top right. You can also create separate styles for invoices, estimates, and sales receipts. You can edit the standard form if you just want to make minor changes while having all the templates look the same. In the list, you can see columns for Name, Form Type, Last Edited, and Action. ![]() This form is used for invoices, estimates, and sales receipts. Here you will see a list of saved styles. That will open up the Custom Form Styles page. To start customizing forms that your customers will see, click on the gear-shaped Settings icon in the Header, then go to Account and Settings under the Your Company heading.Ĭlick on the Sales tab and then on the Customize Look and Feel button. You will see how you can use special fields to make your template compatible with QuickBooks Online. You will see all the options available and see how the master form style works and also how default template files work.Īdditionally, you will learn about importing your own template files from Word. In this article, we will take a look at how you can customize forms. A well-designed form will make your company stand out above others. When creating forms that you and your customers view, it is important to make sure that they look good. QuickBooks Online creates all sorts of forms.
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