I see you want to create two invoice templates with different bank information, @Kate B. I'll explain how it works in QuickBooks Online.
QuickBooks will use the details from the most recently entered template. That explains why the latest template ( Bank B ) you added has caused the same changes in both ( Bank A & B ) templates.
The feature mentioned above is currently unavailable in QBO. I recommend providing us feedback about it. I'll show you how:
- Click on the Gear icon, then select Feedback.
- Type in your product suggestions.
- Once done, hit Next to submit feedback.
This will then go to our product engineers to help them enhance your QBO experience. Additionally, you can keep track of request updates by visiting our webpage: QuickBooks Online Feature Requests.
Lastly, I've added these helpful articles about personalizing invoices and handling customer payments.
You know where to find me if you need more help with QuickBooks or invoices. I'm always ready to back you up. Stay safe.
