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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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      • mattjeffs commented  ·   ·  Flag as inappropriate

        Full customization of Invoice Layout is critical as the template styles offered are very unprofessional. This could be easily implemented through basic HTML editing/coding and then supplied a list of database fields which can be inserted through tags such as {database field}.

        All form templates should have full customization and applicable database fields supplied for insertion.

      • mattjeffs commented  ·   ·  Flag as inappropriate

        Full customization of Invoice Layout is critical as the template styles offered are very unprofessional. This could be easily implemented through basic HTML editing/coding and then supplied a list of database fields which can be inserted through tags such as {database field}.

        All form templates should have full customization and applicable database fields supplied for insertion.

      • Ian commented  ·   ·  Flag as inappropriate

        Ok qbo, it's been 4 months since you said you started work on this in the new version, I just tested out the new version and this feature is still missing. Can you please provide us with an update?

        I'm not sure what the logic was for the "Product/Service" column. Unless you have VERY SHORT sku's, all your invoices will come out extremely messy, with the "product" wrapping in the column. This is unacceptable, been waiting years for a fix.

      • Chel commented  ·   ·  Flag as inappropriate

        Okay, I am on the trial version of QB online and just discovered the poor options/quality for customizing invoices, this is just NOT going to work. Printing the few versions they offer does not line up addresses for my double window envelope. My logo is too small. The three "styles" do not look professional at all. While I have a few customers that I email bills to, the vast majority require that I mail a printed copy and if this is the best that QB online can do with the customization & options for printed invoices, this is just not going to work for me at all.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'd like an update on this, please. Like the many people that have commented before, I'd appreciate at least the amount of customization we had with the old version of QuickBooks Online. I am not sure these invoices are workable in this version.

      • dlsbiz commented  ·   ·  Flag as inappropriate

        I've been migrating shared-company customers to Online, but the invoice layout is terrible. I want my logo above my company name, not across the page and shrunk to a smudge.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Now that the new version is out, is there a timeline when invoice customization will be available?

      • tlaney1 commented  ·   ·  Flag as inappropriate

        Just bought online version. But with invoices so small that our customers won't be able to read them has me torn about getting my money back. Do you know when these customize invoice changes is going to come out? I see a it says in a few months but that was November 2013 it is now March 2014.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Nov 6, 2013

        In our new version we have started this work and will be rolling it out over the next few months.

        IT'S MARCH 2014!!

      • piskov commented  ·   ·  Flag as inappropriate

        Please bring back invoice customization feature. Our company pays very close attention to the way all our documentation looks, and we want to keep our invoices in style with the rest of our correspondence. We are so frustrated with how our invoices look right now that we might go as far as abandoning the product altogether and moving back to the desktop edition. Please note that we just migrated to QBOE and were not ready to see this option gone.

      • Anonymous commented  ·   ·  Flag as inappropriate

        New home screen sucks. Old home screen not so bad. Where's the map? I want it back!!!

      • Anonymous commented  ·   ·  Flag as inappropriate

        The new version of QB online is not an upgrade it is limited on the customization of your invoice and a number of other things.

        Please allow better invoicing customizing at this point I have duplicate company name showing on my invoice and it looks like a mistake and unprofessional

      • Erik commented  ·   ·  Flag as inappropriate

        Going to have to cancel the subscription - I can't send these invoices and frankly I can't see them make the required changes and I can't wait and I can not understand how the company would put this out to begin with - i looked at the product but this never even occurred to me ...

      • Brian commented  ·   ·  Flag as inappropriate

        Just switched to the online version. Customizing invoices is very inadequate.

      • Chantal commented  ·   ·  Flag as inappropriate

        The invoice templates given and the extremely limited customization is unacceptable. The name of my company does not fit and there's nothing I can do!!! If I could change the font or its size, but that is not possible. That's really basic programming stuff and there is no reason why some of the functions that have always been offered in other Quickbooks version are no longer offered.

      • Tom commented  ·   ·  Flag as inappropriate

        On the online version, the 3 custom fields on the invoices, rather than typing in items each invoice, it would be nice to "hard code" in some items for the same customer.

      QuickBooks Online Feature Requests: Sales Transaction

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