Other questions

Hi Dawn,

Thank you for getting back to us here regarding the steps above. Allow me to chime in and clarify things about customizing invoice templates in QuickBooks Online.   

The steps above only apply to users using the new layout for invoices. For the old view, select a template through the Customize option at the bottom and the Print or Preview option for the PDF view.

See sample screenshots below for your visual reference:

Also, did you know you can split an estimate into as many invoices as you need in QuickBooks? I have a link here you can check out for more information about the feature: Set up and send progress invoices in QuickBooks Online.

Reach out anytime you need more help with the invoices or templates in QuickBooks. We're always ready to lend a hand. Have a great day.