Customizing your Invoice Template in QuickBooks Online

How can I add the column “class” to the invoice? Thanks

Hello. Is there a way I can delete the Ship to on all my invoices? I do not want to see the ship to on any invoices. Thank you.

Why can't we do headers and footers?

I need one for double window envelope but none are really working

Is there a way to have a permanent PO number for the customer? They issue one for the year and we have it on their recurring templet but we have to remember to add it to any extra invoices that come up during the year. Thanks for all your wisdom!

Hector, Thanks for your insight! Please enlighten me further. Is there a way to have an icon and hyperlink on the invoice or in the message that the invoice is attached with? Thanks!

Amazing... very good 👍 👏 👌

Is this the “old layout” or new layout?

I want to replace the billing topic on the invoice with Shipping from Delivery to is that possible

Hector, is there any way to increase the Bill To column area? There's more than enough space, but it seems to be limited to 25 characters. :(

Great video, is there a way I can add a column with my bank account nr?

GREAT VIDEO , THANK YOU

Gracias, mil gracias por toda su ayuda!!!!!!!!!!! Dios lo bendiga siempre!!!!!!!!!!!!!!!!

Hi Hector, great video. Is there a way I can add a column on the body of
my invoice?

Hector. Love your videos. Can you tell me if there is a way to display the project name on the invoice? I can only get the customer information to come up. I have one customer that I work for 90% of my time but we work on many different projects. Let me know if you can help. Thanks in advance.

Hi Hector, i currently use QBD I have added in template project address box as I sub account and address is always different how can I add this on QBO?

Horrible forms QB is really bad at creative items is really bad forms they should allow the user to create more options for forms the forms are terrible waste paper hard to read and dont let the company develop their Brand

Hi Hector ,can you tell me if is doable to have a automatic date on the invoice SERVICE date bar without having to choose the date from the calendar every time i enter a new service . Thanks .😊

Great video. Is there a way to customize the look of a statement? I used custom form styles to setup my invoices but I don't see where you can customize the logo and information for the statements. Where is the statement pulling that from? Can you create customized statement templates?

Is there a way to add a signature line on invoices?

Great job Hector Garcia CPA on your "Customizing your Invoice Template in QuickBooks Online" video. I was looking to resize our Logo. However, even after using the largest size logo yet we want it to be larger. Is there a way to override the large size?

Hello, My default currency is USD. I can see the amount in invoice as "USD 500". But i need to see in Dollar sign instead of USD as "$500". please advise.

Hi Hector, do you guys allow us to customize invoice receipts? I see a category for sales receipt but not invoice receipts to show credit card payment etc

Have to say after purchasing QB , it’s been a revelation. After initial teething problems with setting and creating invoice, I’m not techy by the way, I bought a laptop. Set it up and now I can create and do invoices and estimates from my iPhone. Totally brilliant. All stored as it syncs. A I have to do now is work
Out MTD for vat

I have just installed QB , was difficult at first to set up. I like the add products and Vat option which adds automatically. At first I thought this very hard work. Practice and patience is key. Very beneficial. Once installed on your laptop, you can do more and more with the app. It’s quicker to add paid invoice on app than doing on the laptop. I can invoice on the go on app now. QB is proving to be a VERY good buy

In a business with TWO locations, how can the template be setup so that with just a click they can switch the billing from one location to the other. Meaning that the client would like to be able to show the location address on the invoice depending on which office did the work. Any chance we can do this yet? Or is there a workaround?

Hi, How can I include customer's signature on the invoice

Good. Thank You **

I made a custom invoice template but can't figure out how to pull it up when trying to create a new invoice??

Sir, I want to print my invoices in A5 size, but when my products are more than 10, then the rest is going to next page. In that page, Quickboos is printing my letterhead again. Is it possible to remove the letterhead from each page, just put it on the first page?

Dear. Your posting inducing to Lear more. Could explain how to manage employee accounts without payroll activation

Hi Sir Hector. Your video is a great tool for me in using QB. Hope you could make a tutorial on how to use QB for warranty claims. As an example, we're replacing damaged/defective parts for under-warranty goods. I'm just confuse on where this transaction could be recorded/posted as Warranty Claims Receivable and Inventory were both affected. Will greatly appreciate your response. Thank you very much

hi can you make quickbook course in udemy?

This is a big problem that I have with QBO versus Desktop among many others. You can totally customize an invoice to match any invoice a customer may be using in QB Desktop, any version. However, unless your client wants to spend an egregious amount of money per month, you get the crap defaults even in the Plus version. I do not understand why QBO is not a mirror image of Desktop because it by far a superior product.

Please, how i can make serail numbers of invoices automatic sequence ? An example of my problem ,if i but serail number of one invoice by mistake number, i want the QBO fix it automatically .
So can you help me to solve it, please