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February 9, 2021
Question

How can I add my banking details in my invoice??

  • February 9, 2021
  • 1 reply
  • 0 views
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1 reply

AlcaeusF
Level 14
February 9, 2021

Welcome to the Community, @userinfo72.

 

You can utilize the Add your EFT details feature to add your bank information through the Airy New form template in QuickBooks Online (QBO). This can be done by going to the Custom form style page.

 

Here's how:

 

  1. In QBO, go to the Gear icon at the top right to get to the Custom form style.
  2. Click the New style button, then choose Invoice.
  3. In the Design tab, click the Change up the template option, then choose Airy new.
  4. Select the Add your EFT details feature and you'll be routed to the Design tab's Footer section.
  5. Add your bank information in the Your payment details field.
  6. Click Done.

 

For more insights about managing and customising invoice and other sales forms in QBO, check out this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please know that I'm only a post away if you have any other questions. I'm more than happy to help. Have a good one!