More options to customize invoice and sales form templates
Customize invoice and sales form template top suggestions:
Add custom fields on sales forms with filter options on reports
Allow font size to be changed
Add ability to import custom templates from QuickBooks Desktop
Custom width and height sizing of columns and rows
Increase character limit in sales form fields
Modify logo appearance on forms
Full visual edit and customization options for creating sales forms
Thank you so much for your feedback on sales form customization in QuickBooks. We acknowledge that we have a ways to go, but we’ve staffed this feature and are making headway.
Right now, we have two versions of form customization running in parallel. In our newest one, we just released a beta of style import, wherein you can bring any *.docx based invoice template and use it in QuickBooks. You may access this feature by going to the gear, then clicking “QuickBooks Labs” > “Import Style.” Not on this version? We are moving people every month and enabling you to keep your old form too! Your default will change to start, but you can always revert to a frozen version of your old form without editing capabilities if you’d like.
Lately we’ve been working on the print infrastructure to ensure you can print larger batches and render PDFs faster, invoice layout alignment, column width handling, and lots of your other requests.
Next we will set our sights on supporting more forms (like statements) and expanding the import capabilities.
Your feedback helps us prioritize what to do next. I hope this gives some transparency into what the team is working on. Thanks for your patience and keep the feedback coming!
The computer based QuickBooks was so much more flexible. How come the online version cant be?
Can you add the ability to add your own fonts, too? The 4 we have to chose from is extremely limiting. And the custom field idea is a must. Perhaps a WYSIWYG style editor can be used in the near future? Thanks!
Seth Mitchell commented
is not friendly using for the sale receipts and customized form templates.
Diffence company have diff requirement to use. if you could more or style and noted what we need will be the best. when sending sale receipts to a customer. hope this can be resolved soon
We need to be able to create MULTIPLE invoice TEMPLATES for MULTIPLE DBAs/branches of a single LLC. Please!!!!
How can i add customer phone, mobile & fax(invoice)in import style
I just want to be able to assign my own invoice numbers. I have followed the instructions (twice!), but QuickBooks Online in its infinite wisdom knows better than I do what number the invoice should have (note the dripping sarcasm).
HINA MIRZA commented
I bought QB so it would make my life easy and give me more control juggling two businesses, however I'm not impressed. Maybe I'm more focused on one thing but they seriously need to have more flexibility to customising the invoice. I have a haulage company and my invoices can be very complex, therefore mean, more fields, more description. Currently we cannot add any columns and the current ones, we cannot change. No options to change size, colour, fields are all over the place, half the invoice is on one page and the other is on the other. I've been trying to upload my invoice and QB would not pick many fields let alone match them. At this rate I would rather stick to Word. QB need to sort this out ASAP.
I'm honestly surprised that someone at Intuit, possibly a board member hasn't stumbled across this train wreck. They should have fired the entire team responsible for forms, templates, and everything else that is produced from QBO it's all crap, always has been. Can't edit packing slips, can't edit PO's, can't make invoices look decent, can't add simple things like a customers phone number, you name it...what an absolute mess...way to go Intuit!
Oh and stop branding my emails. I pay a premium price monthly, you should NOT be advertising on my emails, period.
I would love to have the editor actually match what is printed out. The quantity field, no matter how wide I set it. Is massive. It eats up too much room and truncates everything to the left of it. Why bother to have an editor when what you edit your template to look like. Is not at all how it prints out or exports to pdf.
PS- this is recent development. I guess you all updated it and messed something up. As I had my templates perfect as of 3 weeks ago. Come to find out they have been exporting completely wrong after a client asked me why my invoice looked so funny.
Would really like to be able to choose from multiple customer facing addresses on invoices. Is this something on the horizon to be able to utilize?
More options for payment plans - I'm a photographer and require 50% deposit to hold date, remaining 50% due on day of shooting. No options for this.
Also, a place for the customer to add a tip if they so choose. My old payment processing program offered this and customers tipped often, QB's lack of this was a major hesitation in using your program. Please add!
change number format on Estimate in the Rate column to show two decimal places for dollars and cents
We need to be able to lock in the billing address for old invoices. Every time I update a billing address in the customer account info, it changes ALL my previous invoices. We need to keep this data for various reasons. I feel like this should be basic programming for an accounting program.
Really wishing the statements would be included in the form styles you can modify!!!
no really, adding the ability to display the customer's phone number on screen and print for estimates and invoices should be a no-brainer - this data is already in the customer info so what's the trouble here for a REASONABLE and, dare I say it, defacto standard expectation.
We need customer phone number to be a mappable field on an imported invoice style. It's totally inconceivable to me that it is not on the list.
As great as the quickbooks brand may be, I don't believe it's any of my clients business knowing what accounting solution I use, and thus, I want to remove the QB advertising from invoices. Also I believe it's counter intuitive to my business - selling QB accounting software in my line of work. So, in the invoice email that's sent I'd like to change the email address it's sent from, remove the QB logo, and copyright info. And then, also when the client hits 'view invoice', I want to remove to the QB sign in section at the top.
The Intuit Logo seems really hokey... listen just charge an extra $10 a year to remove the freaking Inuit Logo... it's not your customer... its ours.
Amy Arena commented
Customized sales forms to fit a variety of billing window envelopes.
The ability to add a background image across the whole invoice would be great. This would allow people to add design anywhere on the page. Also, change the colour of text in different fields. For example, change the footer text to Blue etc.