Other questions
It's great to know that you already have the new QuickBooks interface, Yaks2much.
When you mention new forms, are you referring to sales forms such invoice templates? If that's the case, you can create and customize your forms while creating them. You have several options for personalization including:
- Adding additional fields to display on your forms
- Modifying the contents of a form’s tables
- Uploading your company logo and contact info
- Adjusting the colors, font, and layout
While uploading a new template is unavailable, you can create a custom template by clicking the Design dropdown and select the template you want to use. I've added these steps for you:
- Navigate to the Gear icon and then Custom form styles.
- Click New Style and pick Invoice.
- Under Design, select the Dive in with a template option to use your preferred template.
- Click Done.
If you have any questions about customizing or working with your invoice template, feel free to let me know. I'm here happy to assist you and make sure everything suits your needs perfectly.
