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Other Questions
Thanks for joining this thread, @JWM57. Let me provide some insights about custom form options.
Custom form styles are available for any QuickBooks Online versions. With different sample designs, you can import and then add your company info (such as the company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time.
You can design and import your custom form style in QuickBooks. To learn more about this, please check out this resource: Import custom form styles for invoices or estimates. It contains steps to map your template fields and fix errors when uploading them.
If you're using Quicken, I suggest going to their Community page or contacting their support for further guidance.
Moreover, let me share these relevant articles you can utilize in the future to manage your invoices and other sales forms:
- Add custom transaction numbers to sales forms in QuickBooks Online
- Customise invoices, estimates, and sales receipts in QuickBooks Online
Fill me in if you have other questions about using the custom form styles. I'll be happy to help you always. Keep safe!