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Accounting | How To

How To Customize Invoices in QuickBooks Online

Tim Yoder, Ph.D., CPA

REVIEWED BY: Tim Yoder, Ph.D., CPA

Tim is a Certified QuickBooks Time (formerly TSheets) Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content.

 

WRITTEN BY: Mark Calatrava

Published April 27, 2022

Mark has researched and reviewed accounting software at Fit Small Business since 2019 and has developed an extensive knowledge of accounting software features and how unique business needs determine the best accounting software.

Published April 27, 2022

This article is part of a larger series on Accounting Software.

Learn More With Our QuickBooks Online Course
Explore the chapters in the guide.
  1. How to Set Up QuickBooks Online
  2. Part 1: Setting Up QuickBooks
    1. How to Set Up Company Information
    2. How to Customize Invoices, Sales Receipts & Estimates
    3. How to Set Up Invoices, Sales Receipts & Estimates
    4. How to Set Up Products and Services
    5. How to Set Up Messages
    6. How to Set Up Statements
    7. How to Set Up Expenses
    8. How to Set Up Advanced Settings
  3. Part 1: Setting Up QuickBooks (Cont.)
    1. How to Import Bank Transactions
    2. How to Import Credit Card Transactions
    3. How to Set Up Multiple Users
    4. How to Set Up the Chart of Accounts
    5. How to Set Up the Products and Services List
    6. How to Set Up Customers
    7. How to Set Up Vendors
  4. Part 2: Managing Sales and Income
    1. How to Create Estimates (Quotes or Bids)
    2. How to Create and Send Invoices
    3. How to Receive Payments
    4. How to Create & Send Sales Receipts
  5. Part 3: Managing Bills and Expenses
    1. How to Write & Print Checks
    2. How to Enter Bills
    3. How to Pay Bills
  6. Part 4: Managing Banking Transactions
    1. How to Enter Banking Transactions Manually
    2. How to Manage Downloaded Banking Transactions
    3. How to Record Bank Deposits
    4. How to Transfer Funds Between Bank Accounts
    5. How to Handle Bounced Checks From Customers
    6. How to Process Bank Reconciliation
  7. Part 5: Managing Business Credit Card Transactions
    1. How to Enter Business Credit Card Transactions Manually
    2. How to Manage Downloaded Business Credit Card Transactions
    3. How to Enter a Credit Card Refund
    4. How to Reconcile Business Credit Card Accounts
  8. Part 6: Managing Credit Card Sales
    1. How to Manage Credit Card Sales With QuickBooks Payments
    2. How to Manage Credit Card Sales With a Third-party Credit Card Processor
  9. Part 7: Set Up and Manage Payroll
    1. How Set Up and Run Payroll
    2. How to Manage Payroll Tax
    3. How to Add Historical Payroll Data
    4. How to Set Up Automatic Deposits
    5. How to Print Payroll Checks
    6. How to Run Payroll Reports
    7. How to Reconcile Payroll Liabilities
  10. Part 8: Reporting in QuickBooks Online
    1. How to Run a Profit and Loss Statement
    2. How to Run a Balance Sheet Report
    3. How to Run a Statement of Cash Flows
    4. How to Run an A/R Aging Report
    5. How to Run an A/P Aging Report

In this free QuickBooks Online tutorial, we’re going to cover how to customize the look and feel of your invoices. The custom format you design can also be applied to your sales receipts and estimates, giving your company a consistent and professional look.

QuickBooks Online is our best overall pick for small business accounting software. You’ll get the most out of our tutorial if you follow along in your own QuickBooks Online company. New subscribers can choose between a 30-day free trial or 50% off for three months.

Visit QuickBooks Online

This tutorial is part of our Free QuickBooks Tutorial Series. To complete it, you can watch the video below or read through the step-by-step instructions that follow.

Step 1: Navigate to the Sales Tab in Account and Settings

Customize the design of your invoices in the Sales tab of your company settings. To do this, click on the gear icon in the upper right corner of the QuickBooks Online screen and select Account and Settings.

Navigate to Account and settings in QuickBooks Online

Navigate to Account and settings in QuickBooks Online


Step 2: Create a New Invoice Template

From the Accounts and settings screen, choose Sales in the left menu bar, then click on the Customize look and feel green button on the Customize section.

Customize look and feel to create a new invoice template

Click Customize look and feel to create a new invoice template

QuickBooks Online will take you to the custom form styles window where you can see the list of all the invoice templates you created or you will create. From here, you can create a new sales form, whether it’s an invoice, estimate, or sales receipt. To create a new invoice template, mouse over to the New Style menu on the upper right-hand side of the custom form styles window, and select the invoice drop-down.

Video of Creating a new invoice template in QuickBooks Online.

Creating a new invoice template in QuickBooks Online


Step 3: Customize Your Invoice Template

If this is a new company, the only form style available is the default template named “Standard.” If you want to make only a slight adjustment, you can edit the default template by clicking Edit on the far right side of the line.

There are nine areas to customize the options and defaults on your sales forms, which consist of invoices, receipts, and estimates. Later tutorials will walk you through all nine areas as this tutorial focuses only on the look and feel of your invoices.

There are three tabs in the upper left corner: Design, Content, and Emails. This tutorial will work through the Design tab. The Content tab is included in How to Set Up Sales Form Content in QuickBooks Online while the Email tab is in How to Set Up Messages in QuickBooks Online.

The Design tab deals purely with the aesthetics of your invoice, and there are five areas to design your invoice. If it’s your first time making any changes, you should see the following descriptions:

  • Dive in with a template
  • Add your unique logo
  • Splash on some color
  • Get choosy with your font
  • When in doubt, print it out

Heads up! The descriptions change as you make changes. For instance, if you already added a logo, the Add your unique logo changes to Make logo edits, so don’t be confused if you’re seeing different descriptions on your screen.

Design options for customizing invoices in QuickBooks Online.

Design options for customizing invoices in QuickBooks Online

Preview your invoice: The spacing between elements in the invoice preview on the right side of the screen is affected by the dimensions of your screen. To see how your invoice will look, click on Preview PDF in the bottom right corner of the screen.

Step 3.1: Dive in with a Template/Change Up the Template

After you click on Dive in with a template, you can choose from six different options. Click on each to see a preview, then select the one you think best suits your business’s image.

Choose an invoice template in QuickBooks Online

Choose an invoice template in QuickBooks Online

Click Done to apply a template to your invoice.


Step 3.2: Add Your Unique Logo/Make Logo Edits

ou can add a picture or logo that will make your invoice one of a kind. Your logo must be saved as an image file on your computer.

If it’s your first time adding a logo, click on Add your unique logo and then select the green plus sign under Add a logo. If you have already uploaded a logo, the description of the button changes to Make logo edits. Click on Make logo edits, and a window displaying all the logos you previously uploaded to QuickBooks Online will appear.

Logo uploaded to QuickBooks Online to be used for invoices.

Logo uploaded to QuickBooks Online to be used for invoices

If your logo is already uploaded, select it to add it to your invoice template. If this is a new company, or the logo you want isn’t shown, click the blue plus sign. QuickBooks provides a window to browse your computer and select the image file of your logo. After selecting the image file, click Open to return to the prior screen where a thumbnail of your new logo will appear.

Upload a new logo for your invoice in QuickBooks Online.

Upload a new logo for your invoice in QuickBooks Online

The logo is now stored in your QuickBooks Online account and will be available for the customization of other forms without having to reload it. Make sure the logo you want to add to your invoice is highlighted and then click Save.

Your logo now appears under the Design tab with options to change the size and place the logo on the left, center, or right of your invoice. Unfortunately, the logo can only be placed at the top of the invoice. Play around with the options until you settle on how to display the logo. If you decide you don’t want the logo in your invoice, click on Hide logo.

Hiding a new logo for your invoice in QuickBooks Online.


Step 3.3: Splash on Some Color/Try Other Colors

The next option under the Design tab is to select the color of your template. After clicking Splash on some color or Try other colors, you can choose between 18 colors:

Choose a color for your invoice in QuickBooks Online.

Choose a color for your invoice in QuickBooks Online

The color selection will affect both the text color and highlight color of the invoice headings. You might want to revisit your template selection as some templates are more colorful than others. For maximum color, try the “bold” template, which shades the entire background of the invoice.

Custom colors: You are not limited to the 18 predefined colors. The text box located under your color selection is an HTML color code, which you can input manually for a nearly infinite selection of color choices. If you want to apply a different color, you can use a website that provides HTML color codes. See the screenshot below as an example.

Add a custom color to apply to your invoice in QuickBooks Online.

Add a custom color to apply to your invoice in QuickBooks Online


Step 3.4: Get Choosy With Your Font/Select a Different Font

The next task under the Design tab is to choose your font. Click Get Choosy with your font (or Select a different font if you’ve clicked there before) to view a selection of four fonts and three sizes.

Choose a font style and size for your invoice in QuickBooks Online.

Choose a font style and size for your invoice in QuickBooks Online


Step 3.5: When in Doubt, Print It Out/Edit Print Settings

The final task under the Design tab is to set your print options. Select When in doubt, print it out (or Edit print settings if you’ve already clicked there) to view options for printing your invoice.

Print options for your invoice in QuickBooks Online.

Print options for your invoice in QuickBooks Online

By checking the Fit printed form with paystub in window envelope option, QuickBooks will print a dividing line, turning the top portion of your invoice into a payment stub and print the message “Please detach top portion and return with your payment.” This will help you match payments received to outstanding invoices, which is especially useful if you send numerous invoices for the same amount.

Meanwhile, the Use letterhead paper option will remove the company name, address, and logo from the top of the invoice. This allows your emailed invoices to include your business information and logo, but these can be removed quickly when printing on company letterhead.

When you are satisfied with the custom design of your invoice, click the green Done button in the bottom right corner of the screen. QuickBooks returns you to the Custom form styles screen, where you can see your newly created invoice template with the default name assigned by QuickBooks. You can change the name of your custom invoice by clicking Edit and then Rename.

Tip: The type of invoice template you need varies depending on several factors, including whether you sell products or services and whether you need to include discounts. We’ve put together a selection of top 10 QuickBooks invoice templates that you can download for free.

Rename your custom invoice template in QuickBooks Online.

Rename your custom invoice template in QuickBooks Online

Create multiple templates for different situations. For instance, you can craft one to be printed on company letterhead and another to be emailed. You can choose which template to apply before printing or emailing an invoice.



How To Create Custom Estimates and Sales Receipts in QuickBooks Online

Now that you know how to craft a custom template, you can produce custom templates for estimates and sales receipts. The steps are identical to the process we used to create your customized invoice. From the custom form styles screen, click New style, then select either Estimate or Sales receipt.

Create a customized estimate or sales receipt in QuickBooks Online.

Create a customized estimate or sales receipt in QuickBooks Online

You have the same design options for estimates and sales receipts as invoices. I suggest that you make the custom format similar to your invoices but different enough that it’s easy to tell each of the forms apart to avoid confusion. It’s important that customers don’t mistake invoices for estimates.

The Importance of Customizing Sales Forms

We highly recommend customizing your invoices, receipts, and estimates to make your business look professional and unique. The default QuickBooks forms aren’t very professional-looking and are used by many businesses. You can build brand awareness and enhance your brand recognition with a well-designed logo on a unique invoice.

Wrap Up

Congratulations on customizing the design of your sales forms in QuickBooks Online. Consider making multiple invoice templates for different types of sales. For instance, you might want to omit the shipping address and method for service invoices. Our next tutorial is How to Set Up Sales Form Content in QuickBooks Online, where you’ll learn how to designate what content will show on your invoices, estimates, and sales receipts.

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About the Author

Mark Calatrava

Find Mark OnLinkedIn

Mark Calatrava

Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.

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