With QuickBooks Online, you can create a custom template for specific transactions or customise standard templates which you can use for all transaction types.

A custom template has advanced customisation options available for invoices, estimates, and sales receipts only.

Customise your forms

Here are the steps to customise your forms.

  1. Select the Gear icon on the Toolbar.
  2. Under Your Company, select Custom Form Styles.
  3. Select New Style, and choose a type of transaction from the drop down.
  4. Select a tab to start customising your form template.
    • Design: Go through the following items and personalise them as needed.
      • Change up the template / Dive in with the template: Choose from a variety of templates. Take note that while you can choose your template, you can't drag or rearrange boxes.
      • Make logo edits: Upload, resize, relocate and hide your logo here.
      • Splash on some colour: Choose your desired colour or use html colour codes to customise your colour palette.
      • Get choosy with your font: Select a font that fits your business. Set the font and line height to Arial MS (MultiLingual) to see multilingual characters such as Chinese.
      • Edit Print Settings: Adjust how your forms will print in this section.
    • Content: Select the section of the form from the preview on the right to make changes.
      • Header: The topmost part of the form where you can customise your business and basic information. You can add up to 3 custom fields here.
      • Table: The middle part is where you can select the fields you want to show on your forms, including the account summary.
      • Footer: The bottom is where you can add customised messages or a note for your customers.
    • Emails: Enter a default message that you send with your invoice, estimate, or sales receipts. You can also set up email reminders here​
      Note: Please refrain from using special characters or emojis in the subject line or the body of your email to avoid delivery errors.
    • Payments: Choose the payment method(s) you want to appear on the invoices that you send via email.
  5. Select Preview PDF or Done on the black Toolbar.

The new customised form will be listed on the Custom Form Styles page. Choose Make default in the Edit drop-down menu to make a customised form the default.

Add or remove fields (Invoice only)

  1. Select the Plus icon on the Toolbar, then Invoice under Customers.
  2. Select the Gear icon next to the question mark in a circle.
  3. Go through the list and mark the fields you want to see on your invoice.
  4. Select X to close and save your changes.