AlcaeusF
Moderator
Moderator
‎August 29, 2020 12:40 AM

Getting Started

Welcome to the Community, @Pranav1958.

 

I can help you add the bank account details to an invoice in QuickBooks Online.

 

Currently, the option to enable a default field for the bank account details is unavailable. As a workaround, I recommend adding a custom field for the information you want to show in the sales form.

 

However, you may need to enter the account details manually during the process. Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Custom form styles under Your Company.
  3. Choose a template, then press Edit below the Action column. 
  4. Go to the Content tab.
  5. Click the pencil icon at the top-right corner. 
  6.  Press +Custom field under Display. 
  7. Enter "Bank account" as the custom name. 
  8. Hit Done.
  9. Manually enter the account number when creating an invoice. 

Additionally, I recommend the following resources, which contains information about customizing transactions, as well as the email content of the invoices:

 

If you have additional questions or concerns while working in QBO, leave a comment below. I’ll be happy to help you out.

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