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!
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.
We’re a small business and we know the importance of customizing forms. When we saw how limited the existing options are we decided to create a solution. We call it formfarm.io and we’re opening it up to beta users today.
With formfarm.io you can create stunning invoices that represent your brand. Best of all, it integrates with QuickBooks Online to pull in your data and automatically populate forms to print or email.
Here are a few of the key features:
- Advanced browser-based template editor with intuitive drag-and-drop editing
- Control over table styles and column order
- Use multiple logos and images, of any size
- Wide selection of font, style, and size choices
- Individually control style for each field
- Header and footer customization
- Real-time preview of template before print or email
- Support for envelope windows
- Supports QR and barcodes
- Automatically populates forms with data from QuickBooks Online
We think you’ll be excited to try formfarm.io. The beta is completely free and you can sign up at www.formfarm.io to receive your invitation. Try it out and see how formfarm.io can help you create truly stunning invoices.
Shariq Mohammad commented
With DASH for Quickbooks, you can easily:
• Have answers from anywhere
• Have confidence in what your staff is doing
• Know how much money is outstanding from clients
• Know how projects are unfolding
• Be comfortable with cash flow.
And all of this is accessible RIGHT FROM YOUR PHONE!
Customizable and embeddable anywhere powered by Power BI.
Please reach out to me at email@example.com
We're looking to maybe more our invoicing function on to Quickbooks, but there are a couple of snagging points:
- More font options would be good - none of the (4!) standard fonts are in line with our company's standardised documents;
- Ability to include a remittance advice with customer invoices. Our present format includes a tear off strip at the bottom of the invoice which the customer can use to return with their payment.
David Hallaran commented
Please add the ability to put part numbers (SKU) into estimates or invoices...it's just as important as price information, quantities, totals, etc etc etc! I've created an invoice using import style and the SKU data does not populate onto the quotes or invoices I need to create.