How to Customize an Invoice in QuickBooks

August 17, 2022

How to Customize an Invoice in QuickBooks

If you’re just getting started using QuickBooks, you’ve probably noticed that the standard invoice template is pretty bland and doesn’t have a lot of information on it. There’s a good chance you’re wondering how to customize an invoice in QuickBooks, and that’s how you found this page.

The good news is that it’s fairly simple to customize an invoice in QuickBooks, and we’re going to give you a crash course.

How do I customize an invoice in QuickBooks desktop? 

The process to customize an invoice in QuickBooks is quite simple:

  • Open QuickBooks
  • Choose Create Invoice
  • In the invoice toolbar, choose Customize
  • When the Customize Your QuickBooks Forms window opens, choose either “Add a professional look to all your forms,” or “Customize the data layout”
  • You might be required to make a copy of the base template in your QuickBooks package – this allows the system to keep the original format, and you to make any changes you need to the layout and data
  • When the “Additional customization” box opens, you will be able to add and move columns, change the position of various elements, change fonts and font colors, add logos and more

Once you know where to find QuickBooks invoice customization, it’s easy to make whatever changes you need to your invoices, so they look the way you need them to. Because QuickBooks also doesn’t let you alter the base template, if you need to start again, you’ll always have that to work from!

What are the three options for customizing invoices in QuickBooks?

When you open the Layout tab to customize an invoice in QuickBooks, you will have three tabs with your main options. These are Design, which refers mostly to graphic and layout elements, Content, which is text-based content about your company, and Emails, which governs how emails appear and what message you send to your customers when emailing invoices.

How do I customize invoices in QuickBooks app?

If you are using the QuickBooks app on iOS, you can customize invoices in the QuickBooks app as follows:

1. Open your app and sign in

2. Select Settings

3. Choose the Sales Forms option

4. Select Customize Invoice Template

5. Follow the on-screen instructions

It’s important to note that the QuickBooks app is a pared down version of the online and desktop versions, so you won’t have as many invoices’ customization options.

How do I customize invoices in QuickBooks 2022?

If you are using an older version of QuickBooks and you need to customize an invoice in QuickBooks, you can follow these steps:

1. Log into QuickBooks

2. Click the “New” menu item or icon

3. Select Invoice

4. Scroll to the bottom of the Create Invoice screen, and then click Customize

5. Choose an invoice template

6. Update invoice details

7. Click save and close the invoice window

Older versions of QuickBooks do tend to have fewer options than their newer counterparts. So, if you need more features like customizable invoices, you might want to consider upgrading or switching to QuickBooks online.

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