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!
You need to allow form changes to the P.O.'s. As it is right now, all that is viewed is the description of the item(s) you want to purchase and the quantity. In any construction line of business, this is a FAIL. We need to have Quantiy, Rate and Amount showing on the form that is emailed to the vendor. As it stands now, the Purchase Order looks more like a Packing Slip not a PO. We need to verify, the quantity, and the rate that was quoted to us upon issuing the PO to a vendor, and currently we have to take additional steps in the email to confirm this. THIS IS A WASTE OF MY TIME, and frankly, would not be an issue if there was a way to change the form.
Judy Burgess commented
The limited Custom form templates don't accommodate the GST & PST taxes to show on separate lines as the default template..........please fix !!! so that we can at least use the custom forms you offer !!
Yes more customization features are needed. My invoices should ideally be bilingual -- or I should be able to select a billing language based on the client. My business is translation, so bilingualism is a major concern.
Jonathan Wold commented
Just want to add that a _great_ way of addressing at least some of this is allowing folks to use WordPress via a direct integration!
Intuit hates us all
Cannot believe this was "STARTED" in 2015.
This can be done by using .docx templates if you wish. I suggest you steer clear of online! It is not desktop, and I don't believe it ever will be. It's. A subscription service, marketed to the masses, and they're shoveling in money as a result. Paying their board ridiculous salaries, etc. Half baked service with a common accounting name, $50/mo. garbage.
Need to be able to use different company names on different templates. I have companies that rep different products, and / or have different DBAs out of one tax ID number. The lack of this feature is the only thing disqualifying them from using online QB rather than desktop!!!!
And here it is 6 years later with little ability to customize the invoices. *sigh*
Can we please display percentages of line items in progress invoicing? A bit confusing for the customer to have to do the math of what percentage of each line item has been invoiced.
Also to embolden text!
how to change INSANELY BOLD AND SCREAMING FONT and remove fields on all froms quotes such as
EXPIRATION DATE ?
We need a way to add page numbers to quotes!
I wish there was a way to show amounts already received on an invoice. I know the new balance is given, but I would like a line that actually says "Amount Received" that shows past payments. That info is shown when viewing the invoice in Quickbooks online, but it disappears when I go to print the invoice. Please add that as one of the customization features.
Extend this to the customer statements.
We currently use quickbooks online version. I would like there to be a section added to an invoice to add internal notes. Something that when printed the customer does not see but for my benefit only.
So leave the person's name out of the customer fields...put in in notes if it is not needed for forward facing docs. It's not required...
Eddie Paterson commented
While you are changing invoices, please include a facility not to include a customer's personal name. At the moment you need to enter a personal name and company name. With the GDPR minimising the amount of personal data we spew out would be a great help.
In most cases we dont need the name of a person - just the name of the company.
Hey, I am actually the developer of formfarm.io. It's not an ad. I had the same issues that you all have had with the forms in Quickbooks. So I built this to solve my own problems. Wanted to see if it could help anyone else out there. BTW, it's free to use. Would love hear any feedback!
Wow, now we're advertising here. What a wasteland, can't possibly believe Intuit doesn't have someone maintaining things here...oh wait, that sounds just like something Intuit would do, actually.
I was able to get fairly reasonable results from using the docx template, making it my own and branding it in a way that was similar with my other forward facing docs. A lot of the data placeholders don't even work. Half baked garbage, and they could have done so much better. I'd say that even after 7k votes, and a thousand comments...this topic is 100% dead in the water. I would not expect any improvements to sales form customization moving forward.