From the course: QuickBooks Pro 2021 Essential Training

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Customize invoices and forms

Customize invoices and forms - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2021 Essential Training

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Customize invoices and forms

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- [Instructor] You can customize the forms that you send to your customers in QuickBooks, such as invoices and estimates. To customize a form, you first need to enter that module. For example, to customize an invoice, click create invoices. On the top title bar, it usually defaults to the main tab, but we're going to change to the formatting tab instead. This is going to bring up a new menu of options. From here, select manage templates. This brings up all the templates for the invoice module. Remember how I showed you that you can change it to a certain template, such as professional invoice, or packing slip. This is also where we can go and create a new one, and modify existing ones. I'm going to create a new one, because I want to create a template for Two Trees Olive Oil, and in that one, I can put our logo on it. I'll start with a product invoice as a base, and I'll click copy down at the bottom. At the top, I can see my…

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