Anonymous
Not applicable

Manage customers and income

Greetings to you Koala,

 

If you prefer to avoid empty fields from showing on the form, you can create a custom invoice inside QuickBooks. You can create one style for each address, then make sure to use the right template when recording an invoice.


Here’s how to create a template inside QuickBooks:

  1. Click the Gear icon at the top. 
  2. Select Custom Form Styles.
  3. Click the New style tab and select Invoice. 
  4. Enter your desired template name in the name field under Design tab. 
  5. Go to Content tab and click the header part of the template. 
  6. Select the Address link and unchecked the box for Street address. 
  7. Click on the Custom field  then enter your desired address on one of the field.
  8. Click Done. 

Here’s how to make sure you’re using the right template for the invoice:

  1. When creating an invoice, click Customise at the bottom. 
  2. Select your desired template from the list. 

On the other hand, QuickBooks or imported templates will auto-adjust to your customer’s currency.

 

Also, you can only transfer reports, chart of accounts and list when migrating to another QuickBooks Online account. You’ll need to download and save your imported templates to your computer and import them again in your live QBO. However, for the templates created inside QuickBooks, you’ll need to recreate them again. 


Take a look at this article for more information about migration: https://quickbooks.intuit.com/learn-support/en-us/help-articles/move-your-lists-to-quickbooks-online...


Feel free to let us know if anything else comes up.