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Thank you for reaching out with your query regarding customizing invoice templates in QuickBooks Online (QBO), record gst refun.
It is true that if you change the business name in one invoice template, it will update across all templates because QuickBooks uses the same company name for all forms to maintain consistency within the account.
However, there is some flexibility with logos in QBO. You can use a different logo for each invoice template. This allows you to have multiple templates with different logos, even though the business name remains the same.
As a workaround for adding unique store names or other identifiers to your invoices, you can create a custom field within the invoice template. It can be labeled something like “Store Name,” and you can manually enter the appropriate name on each invoice. This way, your invoices can reflect the specific store or operation while maintaining the same overall business name in the settings.
This may not fully meet your expectations in terms of having distinct business names tied to specific templates, but this workaround helps bridge the gap.
Here’s how you can achieve this:
- Go to the Gear icon and choose Custom fields.
- Click Add custom field or Add field.
- Fill in the required details and ensure to toggle the Print on form option to display it when sending or printing the invoice.
Once done, you can input the store name or other identifiers for each invoice, and it will appear on your form.
For the logo, ensure the specific template for each invoice has the corresponding logo uploaded. Then, select that template to apply the correct logo.
To make this even easier for you, I've included screenshots below for reference.
If you need further assistance or have additional questions setting up these customizations, make sure to leave a reply below. We'd be happy to provide further help.