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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

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  AdminQBO Team (Admin, QuickBooks Online) responded  · 

    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!​​

    977 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Too many categories for business expenses, and the whole setup is confusing. Whatever happened to basic accounting. Two Columns, Debit and Credit. Right now my whole accounting is messed up on QB. And auto changing categories has got to go. For example, when I use the Walmart Card, it always automatically changes all expenses on that card to Gasoline. It was better in excel when I entered my receipts one at a time by myself. Connecting other accounts has turned into on big boondoggle of confusion. I have to go through line by line and correct all that is wrong. Definitely not worth the money I am paying for the online subscription. It is adding many hours to my workload.

      • Juan commented  ·   ·  Flag as inappropriate

        I love this QB online, nice idea and very easy (or maybe there is not more choices) i just want to start using it !, but I hate how looks the invoices and estimates form.

        How are you going to send a estimate for more than hundred thousand to a big firm of designers with your poor form design, please, fix that and quick, we have dead lines, spring is here, last week i did my first three estimates in Word, simple, plus the logo, Its a shame for this.

      • VPController commented  ·   ·  Flag as inappropriate

        As you know, your first comment was on November 06, 2013. Today is March 28, 2014. Since we are in accounting business, we've a habit of counting days. Big thanks in order for announcing improvements after 142 days.

        Still “Kitty” customization! Granted you acknowledged, you have a long way to go.

        As another user already noticed up front, the “Quantity” column do not fit in the space. It cuts off after "Quantit" and "Y" falls in another line. Surely, you could fix this within next 24 hours or by Monday morning (3/31/2014).

        Why Quantity has two decimal places like 1.00? Normally item quantity should show as just 1, not 1.00. Could you also fix that by Tuesday (4/1/2014).

        Hopefully we would need to wait until August 17th, 20014 (142 days again) to hear from you.

        Thank you again for update.

      • Anonymous commented  ·   ·  Flag as inappropriate

        The one change you made that my boss and I were not happy about was you boldened the headers on all the columns, so now when we print invoices we're using a heck of a lot more ink. It would be nice if you thought about that before you made those types of changes.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Have just started using QBO and have found this problem on my first invoice.

        Surely it cant be that difficult to make the templates for estimate, invoice and sales receipt fit a standard window envelope.

        And why, on your own template, does the word "Quantity" not fit in the space you provide? That makes us all look very shoddy.

        Please fix soon....very soon

      • Donna commented  ·   ·  Flag as inappropriate

        I just started using QB Online and the options for customizing an invoice are horrible! At least offer one layout that doesn't have grayscale on it and a font that can be increased to actually see it - I am using a laser printer and the print out still looks cheap and unprofessional. Before I was able to create a much better looking invoice just using my Excel that I didn't have to pay for every month. Thinking hard about switching back to that. Please let us create our own customized invoice - our own fonts, images, placement !

      • Travis commented  ·   ·  Flag as inappropriate

        For the love of god at least let us adjust the font size. At a minimum allow that. The recent increase in font size no longer allows the word quantity to fit in the column. Quantity is extremely common. Why would it be made so that can no longer be used properly. We can track quantity using QBO, but you can't use the word in invoices. What thought process is being used here. It also effected addresses I invoice. They take up 6 lines instead of 4. I have to use more paper and ink. Text I put in a custom field no longer fits nicely. What year is it?

      • Anonymous commented  ·   ·  Flag as inappropriate

        This is very poor forward thinking on Quickbooks part to NOT have invoices customizable with fonts. The printing of invoices on their new online Quickbooks totally stinks!!

      • Ian commented  ·   ·  Flag as inappropriate

        I'm giving this about 2 more weeks, then I'm canceling for sure. No idea what Intuit is thinking on this one...

      • Juan commented  ·   ·  Flag as inappropriate

        FEW MONTHS !!!, what happen with you guys, this is 2014 no 1995. is just embarrassed to send those invoices and logo. Will be FEW DAYS to cancel it. How QB wait for comments, just put a professional to do some work.

      • Anonymous commented  ·   ·  Flag as inappropriate

        +1 to everything here. Serious upgrades needed, I'm embarrassed to send these ugly invoices to clients. It's particularly a problem for me because I'm a graphic designer and ugly communications reflect badly on me.

        It would love to be able to edit the CSS of my invoice styling, upload background images, header/footer images. The image compression on the logos is terrible too. If one is on a retina screen it looks even worse. Please fast-track this! Thank you QB.

      • Ryan commented  ·   ·  Flag as inappropriate

        I have used other apps online for billing customers, such as invoice to go, and they have all had windows that could be dragged and dropped to provide a more complete customization. When I print my invoices, the Return and Invoice To don't even line up with the Envelope Windows. It would be great to be able to change the placement of these, or standardize them with standard Envelopes. There are only two or three different standard sizes, and making it an option to be able to choose which size envelope size is being used would be a great addition. I use two windows, but other users might only use one. If this isn't going to be an option, then I will probably switch back to Sage, as I am not going to start buying labels or printing on envelopes addresses. What a waste of time. And currently, with your address labels not lining up with the windows, I have been having to use Sage to print off my invoices and receipts so that it doesn't look unprofessional. Please fix this. I like the program and integration with my iPhone, and would hate to have to switch back to Sage.

      • Paul Stanley commented  ·   ·  Flag as inappropriate

        I'm looking to have the invoice show less on the tax description. Is this possible? it says PST/GST MB 2013 Tax . I'm not sure why it needs more than tax or exempt, when it clearly shows the percentages of each tax at the bottom. Can this we changed so a large percentage of the line isn't used up by the tax description? thx

      • Anonymous commented  ·   ·  Flag as inappropriate

        Our invoices using QB Online are horrible looking! WE NEED TO BE ABLE TO CUSTOMIZE!!!

      • Anonymous commented  ·   ·  Flag as inappropriate

        very disappointed at the Online version; the invoices are barely customizable, and the subtotal line is absolutely required. I'm very concerned that so many users have been so vocal for months about these needs but nothing has changed yet. It feels as though the on line versions is a huge step backward;, how could a company as long established as Quick Books do this poor a job?

      • Anonymous commented  ·   ·  Flag as inappropriate

        I completely agree! What QBO offers is completely unprofessional looking. I run a branding firm and, yes it matters what your invoices look like. I actually have our accountant take the time to enter invoices in QBO as well as another application. She does it in QBO first, so that when payment comes in, we can keep record of it and then in another application where it actually looks good. That one gets sent to the client. It's a completely backwards process, but absolutely necessary - until QBO comes out of the dark ages!

      • Anonymous commented  ·   ·  Flag as inappropriate

        I completely agree! What QBO offers is completely unprofessional looking. I run a branding firm and, yes it matters what your invoices look like. I actually have our accountant take the time to enter invoices in QBO as well as another application. She does it in QBO first, so that when payment comes in, we can keep record of it and then in another application where it actually looks good. That one gets sent to the client. It's a completely backwards process, but absolutely necessary - until QBO comes out of the dark ages!

      QuickBooks Online Feature Requests: Sales Transaction

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