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looking to set up one of my trade as names for quotes and invoice,
Hi there, Barry.
Welcome to QuickBooks Community. In QuickBooks Online (QBO), you can create multiple invoice templates using Custom form styles, but only one can be used at a time. You can set a default template or manually select a different one for each invoice.
Here's how to create different templates:
Once you've created multiple templates, you can easily switch between them for a specific invoice.
Here's how:
You can follow the same steps in creating multiple Quotes templates, just select Quotes instead of Invoice.
If you have additional questions regarding about your quotes and invoices, feel free to reply on this thread.
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