Rose-A
Moderator

Manage Customers and Income

I'm glad to hear this worked for you, Lazatek.

 

Some customers may prefer using different set ups to personalise their sales forms and customising them is one way of updating business information on a template.

 

You also have the option to create your own sales form template. This way, you can use this template for your everyday transactions. See the this article for the detailed steps and instructions: Import custom form styles for invoices or estimates.

 

Additionally, you can visit these resources to learn other ways on how to customise your sales forms in QuickBooks:

 

Add, customise, or remove logos on sales forms

Customise invoices, estimates, and sales receipts in QuickBooks Online

 

You can always come back to the Community if anything may arise while working in QuickBooks Online. I'd be glad to help. You have a wonderful day!