StJohns248
Level 1

Manage Customers and income

This does not add to statements.  I believe there are several of us trying to figure out how to add a message to a statement.  Non-Profits would need this especially at year-end


@Ryan_M wrote:

Hi @Welcome2018,

 

You can set a default footer message for invoices in QuickBooks Online (QBO), so you no longer need to enter it manually.

 

Let me show you how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Sales tab.
  4. Tap the Messages section.
  5. Change the default message in the Email message box if you want.
  6. Under Sales form, choose Invoices and other sales forms. You can then type in the notes you want to appear on the footer. 
  7. Hit Save, then Done.

You have the option to create and upload custom form styles in QBO. Take a look at this article for the steps: Import custom form styles for invoices or estimates

 

Tag me in a comment below if you have other questions about sales forms in QBO. I'll get back to you as soon as I can. 



when they need to do a transaction statement for donors and there needs to be a note about no goods or services were provided for their monetary donation.