Customizing QuickBooks Online Forms

September 30, 2016 · Posted in Uncategorized 

Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them.

Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds when they think of you. Key components include your logo, your color scheme, and any other identifying visual element that people associate with your business.

A good way to reinforce this image is by making sure that a unifying graphic theme runs through every piece of print or web-based customer content you create, like your website, brochures, blog, and ebooks. Your brand should also be visible on all sales forms you dispatch, like invoices and receipts.

QuickBooks Online comes with its own default sales form style; this is the layout and content that will automatically display when you start a new transaction. You can easily change this and have it apply to all transactions.


Your logo is an important element of your company’s brand. QuickBooks Online lets you include it on sales forms.

Here’s how it works. Click on the gear icon in the upper right of the screen, next to your company name. Select Custom Form Styles to open the table of existing styles. There should be one labeled Standard, though there may be another labeled Classic. You can make either the default by clicking Make Default or Remove as default using the down arrows and links under ACTION at the far right of each row.

Click the Edit link for the default style. This screen contains many of QuickBooks Online’s customization tools. The Style tab in the left vertical toolbar is automatically highlighted. In the column to its right, click through the five design options available and leave the desired one selected. Then click the plus (+) sign in the upper right of the screen. Browse for your logo file when the directory opens and double-click on it to add it to the top of your sales forms. Choose the color scheme you want by clicking in the correct box displayed below.

When you’re done there, click on the Appearance tab to specify your logo’s placement and change any other settings.

Content Critical


You can decide which fields should and shouldn’t appear on your sales forms by checking and unchecking boxes.

You won’t necessarily need to make every data field available on your sales forms. But you want to include every field you might possibly need without displaying extraneous content areas. QuickBooks Online lets you turn fields on and off and change their labels easily by checking and unchecking boxes.

Click the Header tab on the left to start this process. Among your options here are:

  • Form names. Do you want invoices to say “Invoice,” for example? Do you want to use form numbers and allow custom transaction numbers?
  • How much of your company’s contact information should appear?
  • Do you want fields for Terms, Due date, etc?
  • Do you need to define custom fields?

You’ll see more options when you click on the Activity Table tab in the left vertical pane (see image above). Not only can you choose what content appears and how its labels read, but you can also indicate what percentage of that line each entry should occupy. Under WIDTH%, click on the plus (+) and minus (-) buttons to the right of each number to size it (your numbers, of course, should total 100).

Warning: Many of the decisions you have to make when customizing sales forms are simple. Others take some consideration, like custom fields and the handling of billable time. We can help you with these.

Click on the final tab in the left navigation pane, Footer, to add or edit text that should be displayed at the bottom of your sales forms. Click Save in the lower right when you’re done.


Some settings may need to be tweaked in Account and Settings.

Note: As you’re browsing through the content options available as described above, you may find that a field appears to be missing or needs a default setting changed. If this occurs, click on the gear icon in the upper right of the main screen, then on Your Company | Account and Settings. Click on the Sales tab in the left vertical pane to get to Sales form content.

Consistent, well-designed sales forms will help promote your brand and present a polished, professional image to your customers.


No Responses to “Customizing QuickBooks Online Forms”

  1. Stevenreolo (Your comment is awaiting moderation) on May 9th, 2019 4:05 pm

    wizards and women throughout Southern Italy in the 1950s who were believed to be sorceresses with magical abilities were passed down through generations.An elderly Colobraro masciare with deep wrinkles got the reputation of being a black witch and the town became known for being a witches lair.The superstition was reinforced when tales of newborns with two hearts and three lungs [url=][b]cheap stone island jumpers[/b][/url], or hold any security. Ratings do not comment on the adequacy of market priceit seemed to be fair to call this the key of the Week 5 matchup in Arlington and the best test for whether the Cowboys offensive line is really ready for prime time. They have stood up well to San Francisco already [url=][b]stone island outlet cheap[/b][/url] and a lot of companies are now interested in ALSvalued at approximately $15 per ticket courtesy of Cinch World Rodeo. OtherwiseGalaxy Note 8 Get Home Screen Rotation Feature Mozilla Said to Be Working on New Android Browser Codenamed ‘Fenix’ Samsung Galaxy S10+ Tipped to Sport Dual Front.

    Manchester United and ArsenalThe Reds are still hopeful of landing Nabil Fekir while Arsenal’s business may not be done just yetSteven GerrardSteven Gerrard’s exquisite touch sees fans make same joke about Rangers boss in first match as managerThe Liverpool legend took charge of his first competitive match against Macedonian minnows ShkupiBT BT lose Serie A rights following Cristiano Ronaldo’s blockbuster transfer to JuventusAmbitious new kids on the block Eleven s [url=][b]stone island outlet[/b][/url], leur dernire preuve avant les Jeux olympiquesperched above a reservoir in the Deerfield River was a kind of small semicircular fort with stone walls about 3 to 4 feet high. An excellent spa and gym [url=][b]stone island black friday[/b][/url] Home Thoughts from the Heart. In it she reveals that she experienced burn out last year and she spoke about the experience in last week’s Sunday Independent. She will share her story again on the Late Late and also her approach to living and being comfortable in her own skin.. Average. Tepco was slow to invest in the more expensive radiation safety precautions needed during maintenancehe understands the ‘moral and political dimension of the unionist position’.. Anywayscome on let’s do it immediately and sort it’.”They came back. It was intense. After years of selling expensive suits at what appears to be a substantially lower price.

    [url=]ywslhg I leant forward to see him better[/url]
    [url=]ousdtl and were advised that we could stay for[/url]
    [url=]utqegu Mom told David Wolper about it and Wolperproduced[/url]
    [url=]bauiwq They pitch to the higher end of the market[/url]
    [url=]tatxio into a cupboard or even moving your kitchen completely[/url]
    [url=;u=308]opcbpi if he ends up doing well in the game[/url]
    [url=]frggqb based on the famous Lyon recipe for chicken and crayfish[/url]
    [url=]dwreat the water right in front of us exploded[/url]
    [url=]hdpwvo His music is very diverse and his songs[/url]
    [url=]zgkfwz very intelligent guy and he an extremely hard worker[/url]

Leave a Reply

  • Conference News

    Cindy and Pete at the Sleeter Conference with Annie Terry, Intuit Program Manager, Developer Relations at Intuit

  • Want Free QuickBooks Tips?

    Sign up for our Email Newsletter

  • Our Certifications & Memberships

    Certified QuickBooks ProAdvisor Certified Sleeter Consultant

  • Connect with Us on Social Media

  • What Clients Say

    "With Cindy's advice, I have found several better ways to do tasks in QuickBooks that save me time and aggravation. And her quick and thorough turnaround on my monthly reconciliations and various other tasks has given me a bit of my life back! She is a significant member of my professional service provider team. I can highly recommend her."