Can you change the layout in QB Online as you can in desktop version?
I need to move the Bill To box over and up in order to fit in the window of the envelope. But I can’t seem to find a layout feature as the desktop version has.
I would also like to put our business number on the bottom instead of right under our company name and address.
Thank you in advance.
Hi Wendi, that is a great question. There are a few ways that you can customize templates in QuickBooks Online. However, it is not nearly as flexible as the desktop form customization tool. But, you might be able to make it do what you want. To navigate to the customization section in QBO, follow these steps:
1. Click on the Gear icon
2. Select Custom Form Styles (located below the Settings column)
3. Click the New Style button (located in the upper right hand corner)
4. Select the template you would like to work with (Invoice, Estimate, Sales receipt)
All the Best-
Crystalynn Shelton, CPA