You Can Upload Your Company Logo Logo Into Quickbooks Online From Company Setting

Advertiser Disclosure: Our unbiased reviews and content are supported in office by affiliate partnerships, and we attach to strict guidelines to preserve editorial integrity.

QuickBooks Pro has many strengths, but invoice template creation just isn't i of them. And the last matter you want is to send your clients unattractive invoices.

In this post, I'll teach you how to take your invoices from this…

to this…

…without having to pay extra for a customized invoice template. Using eight uncomplicated steps and a flake of TLC, yous can impress your customers with attractive, professional person invoices in no time.

How To Customize An Invoice

Step i: Select A Default Template

Choose a default template. QuickBooks gives you four choices:

• Intuit Packing Slip
• Intuit Product Invoice Slip
• Intuit Professional Invoice
• Intuit Service Invoice

Once y'all've made your choice, click the blue "OK" push on the bottom of the screen. Yous should be taken to a screen that looks similar this:

Footstep 2: Add A Business Logo

In that location are a ton of invoice customizations available. About of these steps can be done in whatsoever club you please, so nosotros're just going to brand our way downward the Bones Customization screen.

To showtime, if you want to add together a business organization logo, check the "Use logo" box. Then click "Select Logo…"

Browse your files to find the appropriate logo. Click on the file, so click "Open."

Step 3: Select A Colour Scheme

Select a colour scheme using the drop-down menu. You tin can cull betwixt:

• Black
• Grayness
• Maroon
• Green
• Biscuit

If you lot modify the colour scheme, your invoice will await something like this:

Click the "Apply Colour Scheme" button to run into your color scheme choice in action.

Step 4: Choose A Font

To alter the font, use the roll bar carte to choose what yous want to modify.

At this bespeak, you can choose specific fonts for these sections (at that place are further font customizations after):

• Invoice title
• Company name
• Company Address
• Labels
• Data
• Subtotals label
• Total characterization

In one case you lot make your selection, click "Modify font." QuickBooks uses the Microsoft Word font bank on your computer to offer font selections. You lot tin modify the font, colour, and size.

Once your font looks right, click the "OK " button in the elevation right-hand corner.

Step five: Brandish the Appropriate Contact Information

Choose what concern contact data you desire to appear on your invoices. We recommend including your company proper name, company address, and telephone number (at the very to the lowest degree). Check the boxes adjacent to the information you desire to include.

You'll nearly likely receive a message that says:

Don't worry. We'll address that in step 7, and then you can click "OK" and ignore that message for now.

If you demand to update any of the company data included on your invoice, click the "Update Data" push button. Enter the proper information and click the blueish "OK" button when done.

Footstep vi: Determine What Information To Include

To change what information is and isn't seen on your invoice, click the "Additional Customizations" button on the bottom of the screen. You lot'll be taken to a screen that looks similar this:

You can customize the invoice header, columns, footer, and print defaults. Simply check the boxes for the data you want to include and change the title if needed. Don't click the blue "OK" button quite yet (unless yous want to save a copy of your progress and continue customizing the invoice later).

Stride vii: Customize With Layout Designer

Next, click the "Layout Designer…" button on the bottom of the screen. You should then be taken to a screen that looks like this.

Note: The green boxes on the screen indicate envelope windows.

Here's where the fun begins. In the layout designer, y'all can change the size and position of all the information on your invoice. When y'all select a box, you can resize it, drag it to a new location, or click the "Properties" button for more than customization options (similar fonts, font colors, borders, fill colors, and more than).

Yous can add images and backgrounds to your invoices every bit well.

We added color to our invoice and also rearranged the placement of our data to arrive more appealing. We also took time to make the invoice due date and total due clear for customers.

Tip: Employ the "Copy Format" button at the top of the screen so you don't have to reenter the same design formatting for every single box.

When y'all're done editing your invoice, click the blue "OK" push button on the bottom of the screen.

Step 8: Save Your Invoice Template

Take one terminal wait at your invoice preview. If your invoice looks right, click the blue "OK" push button.

You've officially customized your invoices; now y'all can starting time sending them and getting paid! Follow these same eight steps to customize your estimate templates (just get to List>Templates to find your approximate templates).

If you accept any troubleshooting issues, cheque out the QuickBooks Community or call QuickBooks directly. Don't forget to check out the residue of our QuickBooks Desktop Pro 101 Series to learn how to create invoices, create estimates, add together sales tax rates, and more.

Overwhelmed by QuickBooks Pro? Peradventure information technology'due south fourth dimension to switch to QuickBooks Online. QBO is easy to use, cloud-based, and affordable. Best of all, y'all can easily import your QuickBooks Desktop data into QuickBooks Online.

nesmithafriallifuld.blogspot.com

Source: https://www.merchantmaverick.com/how-to-customize-invoice-templates-in-quickbooks-pro/

Share this post