How to Customize Invoice in QuickBooks Online

HOW TO CUSTOMIZE
INVOICE IN
QUICKBOOKS ONLINE
http://www.5MinuteBookkeeping.com

In my ongoing series on
customizing QuickBooks,
I will cover how to
customize invoice in
QuickBooks Online.
25MinuteBookkeeping.com

First, access the sales
settings by clicking on
the Gear Icon on the
upper right.

Click Company Settings.

Click on Sales settings on
the left.

HOW TO CUSTOMIZE
INVOICES IN QBO

Click on Customize Look
and Feel to customize
invoices and other sales
forms in QuickBooks
Online.

Click on the New
Style button to add a
new sales form.

The Customize form style
will open

1. Click on the Style
button on the left

2. Choose whether you
will customize an
invoice, estimate, or
sales receipt

3. Select the form styles
from:
•Airy, Modern, Fresh,
Friendly or Bold

4. Click on the pencil icon
to name your form

5. Click on the logo field
to upload your logo

6. Click on the colors to
update the colors on
your form

Click Save when you’re
done with this section.

CUSTOMIZE THE
APPEARANCE OF INVOICES
IN QBO
.

1. Click
on Appearance on the
menu on the left.

2. The Customize form
style will open. Make
the appropriate
selections to:

•Crop, resize, and align
your logo
•Select the placement of
your logo on the invoice

•Select the font and line
height
•Change page margins

•Make printing selections
•Whether to show a
customer “Account
Summary” at the
bottom of each invoice

CUSTOMIZE THE INVOICE
HEADER IN QBO

1. Click on Header on the
menu on the left.

•Form name (invoice, etc)
•Which details of your
company name address,
email, website, and
phone you want to show
up on the invoice

What you want the
customer to see –
payment terms, due
date, shipping method,
payment method

•Up to 3 custom fields
you may want to set up

Click on the pencil icon to
add or edit any options.

I highly recommend that
you include payment
terms and a due date so
that your customers will
know exactly when they
need to pay you.

PREVIEW: HOW YOUR
INVOICE LOOKS IN QBO

At any time, you can
preview your invoice to
see how it looks. Just
click on Preview or
Print at the bottom right
of the screen.

CUSTOMIZE THE DETAILS OF
PRODUCTS OR SERVICES
ON YOUR INVOICES

To customize the details
of the products/services
that you see on your
invoices, you should
customize the Activity
Table.

This would include item
codes and descriptions,
quantity, rate, amounts.

You’ll also be able to
customize the column
widths and the order in
which the columns
should show on the
invoice.

For professional services
invoices, you can also
indicate whether you
want to group activities
together –

such as staff working on
the same service/
activity code, whether
to show markup on
billable expenses,

and whether you want to
include details for
billable time, such as
including employee
name, and including
hours and rate.

I recommend that you
play around with the
customization until you
find the format that you
want.

Remember to preview
the invoice by clicking
on Preview or Print on
the bottom right hand
corner.

Select Activity Table from
the left to open these
preferences. Make
selections as needed.

ADD MESSAGE TO
CUSTOMERS ON THE
INVOICE

You can add a message to
your customers thanking
them for their business,
wishing them Happy
Holidays, requesting
referrals, etc.

There are two fields: a
message to customers,
and a footer.

Select Footer from the
left to open the window.

The Message to Customer
prints at the bottom left
of the Activity Table.

The Footer prints at the
very bottom on the
invoice.

Click on the X on the
upper left to close the
window when you are
done.

I hope that this helps you to
learn how to customize
invoices in QuickBooks
Online.

The first time that I
customized my invoice,
it took me a couple of
hours – I guess I am a
perfectionist!

Be patient and you too
can customize your
invoice just the way you
want it.

Any comments or
suggestions? Please type
them down below in the
comments section or
visit for more tutorials
http://www.5MinuteBookkeeping.com

How to Customize Invoice in QuickBooks Online

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