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I'll quickly answer your follow-up question about using locations in sales template, Matthee.
For now, only the Plus and Advanced versions of QBO has the option to customize forms by location.
Although, there are third-party apps that offer additional features including sales forms templates. They can be synced and integrated with QBO so you can easily access the templates when creating transactions.
Let me share the steps on how you can look for an app inside QBO:
- Go to the Apps menu and proceed to the Find Apps or Apps tab.
- Click the drop-down list for Browse categories.
- Select Get paid.
Allow me to give you these articles in case you need additional guidance and information when syncing apps in QBO:
Don't hesitate to always post questions in the Community if you need more help from us. Have a good day!