Customizing Forms and Templates in QuickBooks Online

Customize forms and templates in QBO

In QuickBooks, forms and templates are used to create professional-looking documents such as invoices, purchase orders, and sales receipts. You can customize these forms and templates to reflect your business's branding and to include the specific information you want to include. Here are some steps you can follow to customize forms and templates in QuickBooks:

  1. Choose the form or template you want to customize: From the Lists menu, select Templates. From the Templates list, select the form or template you want to customize.
  2. Edit the form or template: Use the tools in the Form Edit window to customize the form or template as needed. You can add or remove fields, change the layout, and add logos or graphics.
  3. Preview and save the form or template: Use the Preview button to see what the form or template will look like when printed. If you are satisfied with the changes you've made, click Save.
  4. Set the form or template as the default: If you want to use the customized form or template as the default for all new transactions, select the form or template from the Templates list and click Make Default.

It's important to note that any changes you make to a form or template will apply to all new transactions that use that form or template. If you want to create a new form or template, you can do so by clicking the New button in the Templates list and following the prompts.

LiveFlow is a valuable platform built for QuickBooks, which is designed for customizing forms and templates in QuickBooks Online. The platform can also make it easy to create an integrated, real time connection between your QuickBooks data and customized reports and dashboards in Google Sheets. This means that you don’t have to give anyone access to QuickBooks simply to review reports – you can use pre-built templates or bring live data to any customized report you already have.  This way, you only share what departments need to see. The live connection between QuickBooks and Google Sheets means that your reports will always be up to date – without any manual exports, data formatting or hands-on effort.

If you’d like to explore the potential of your QuickBooks data, we’d love to show you how. Contact the LiveFlow team to ask questions or  book a live demo.

Customize forms and templates in QBO