Thanks for visiting us here in the Community, Glenn.

It's my pleasure to assist you with customizing a sales form.

I've got you here our most updated article: How to customize invoices, estimates, and sales receipts. Let me also provide the steps on how to change the templates. Here's how:

1. Go to the Gear icon.
2. Choose Custom Form Styles.
3. Click New style and select a sales form.
4. Select a tab to start customizing your template.

• Design
• Content
• Emails
• Payments

            5. Choose Preview PDF or Done on the black Toolbar.

Another option is to use the Import style feature which allows you to create sales forms that match your brand's style. Simply, personalize them to suit your needs.
 

Please follow the steps I've laid out below:

To enable Import Style in QuickBooks Labs:

1. Click the Gear icon, then choose QuickBooks Labs.
2. Turn on Import Style.
3. Click Done.

To import a custom template into QuickBooks Online (QBO):

1. Select the Gear icon, then Custom Form Styles.
2. Click the New Style drop-down and select Import Style.
3. Choose Browse and click the template file.
4. Select Next to upload your document.

For additional information, take a look at this article: Import custom form styles.

Lastly, check out this video tutorial on how to tailor the look and feel of your sales forms.

This should get you moving forward again.

If you have further questions about the steps or QBO, please post a comment below. I’ll be right here to answer them. Enjoy your day.