August 17, 2022
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.
The process to customize an invoice in QuickBooks is quite simple:
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!
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.
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.
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.