Welcome to the Fit Small Business QuickBooks Online training course. In
this lesson we're going to cover how to customize the look and feel of invoices
sales, receipts, and estimates to follow along with me
login to your QuickBooks Online account now or click the link below this video
for free 30-day trial of quickbooks online. You can also click this link to
access our full How To Set Up QuickBooks online course and other helpful resources.
Let's get started. Customizing the style and appearance of your invoices will
give them a more professional look than just the standard default sales forms
the default quickbooks forms are not very professional looking and may not
contain enough space for your customer information it's important to customize
sales forms because they are reflection of your business. For the purposes of
this video we will use a fictitious company called Paul's Plumbing as you
view this video
think about how the information might differ for your business. To begin after
you have signed into your QuickBooks Online account
go ahead and click on the gear icon and select account and settings. Click on the
sales tab. At the very top is the customized section
go ahead and click on the customize look-and-feel button on the next screen
you want to go ahead and click on the blue new style button in the upper right
hand corner this green brings us to the customized form style where the magic
happens
the first thing that you want to do is select the forum that you would like to
customize to do this just click the drop-down and select a form: invoice,
estimate, or sales receipt are the options here there are five areas that
quickbooks allows you to customize for business sales forms style, appearance,
header, activity table, and footer. In the Style section we have five templates to
choose from. Airy is the default template modern, fresh,
friendly, and bold. Each template differs in formatting, the number of
fields, and the type of fields that appear on the invoice. In the appearance section
you can change the look and size of your logo, where your logo appears on the
invoice, either the left side, the center, or the right. You can set the font for
your invoices here. You can set the height on the body of the invoice. This
is important if you have long product or service descriptions. Page margins can be
set here if you use custom letterhead that is not the standard 8.5
by 11 size paper. In the header section you are able to change the name
of the form so for example if you prefer to call an estimate a quote you can
actually change it right here.
Company information allows you to select what information you want to appear on
your invoices so for example we have company name, we have email, address,
website, and phone number.
Customer information: allows you to have payment terms and due date show up on
all invoices you don't want your customers to have to guess when payment
is due.
finally the custom fields section will only be applicable if you have created
custom fields and quickbooks that you want to appear on sales forms and how to
set up sales forms content video we discussed why you might want to create
custom fields and how to do this in quickbooks. To access this course just
click this link. In the activity table section you can select the columns that
appear on your invoices and the order in which they appear. For example since Paul
bills by the hour we will go ahead and change the quantity field to hours.
In the footer section you can include a brief message to your customers on each
invoice like we appreciate your business
there is also a place to enter information that you would like to
appear
at the very bottom of each invoice like your website. As we make changes in each
of these areas we can do a print preview at any time to see what it looks like
print preview is located at the bottom part of the screen.
Let's go ahead and take a look at our custom invoice that we've created for
Paul. Once you are satisfied with the form we can go ahead and save it. When we
get to the save screen we will also need to give it a name so for Paul's invoice
will call it pause custom invoice in order for Paul to use his new custom
invoice he must make it his default to do this we want to go ahead and click on
the arrow to the right and select make default that wraps up the lesson on how
to customize the look and feel of your invoices sales receipts and estimates
and quickbooks online to access our full How To Set Up QuickBooks online course or any of the
lessons in this series click this link you can also find a link below this
video for free 30-day trial of quickbooks online.