You have the same design options for estimates and sales receipts as invoices. From the custom form styles screen, click New style, then select either Estimate or Sales receipt. The steps are identical to the process we used to create your customized invoice. Now that you know how to craft a custom template, you can produce custom templates for estimates and sales receipts. How To Create Custom Estimates and Sales Receipts in QuickBooks Online Module 8: Advanced Accounting in QuickBooks OnlineĬheck out our tutorial on how to set up messages in QuickBooks Online for more comprehensive instructions. How To Set Up QuickBooks Payroll Direct Deposits Module 6: Setting Up and Managing Payroll
How To Record Credit Card Sales With a Third-party Credit Card Processor How To Process Credit Card Sales With QuickBooks Payments How To Reconcile Business Credit Card Accounts How To Manage Downloaded Business Credit Card Transactions Module 5: Managing Business Credit Card Transactions How To Record Bounced Checks From Customers How To Transfer Funds Between Bank Accounts How To Manage Downloaded Banking Transactions How To Enter Banking Transactions Manually How To Create Quotes, Bids, and Estimates How To Set Up the Products and Services List Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.How To Customize Invoices, Sales Receipts & Estimates This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. Please consult legal or tax professionals for specific information regarding your individual situation. This information is not intended as tax or legal advice. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
The Avantax family of companies exclusively provide investment products and services through its representatives. Please note that not all of the investments and services mentioned are available in every state. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. *Investment advisory services offered through Avantax Advisory Services℠ ** Insurance services offered through an Avantax affiliated insurance agency. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Text boxes, images, colored borders and signature lines can be added to your forms.For example, a field can be moved to a new location on the form or made larger. Changes can be made to the layout of the form.For example, custom fields in the item list, such as "color" and "size," can be added as columns on an invoice. New columns and fields can be added or existing ones can be deleted.For example, an invoice form can be created with the title "Packing Slip" instead of "Invoice" for enclosure with shipped goods. Different versions of a form can be created for use in specific situations.The following list identifies the different types of templates available in QuickBooks:īelow are four examples of how your business forms can be customized: For example, an invoice template can be duplicated as a cash sale template. Most templates can even be duplicated and used as an entirely different form. This new template must be saved under a different name.