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D
DaveJ88
June 30, 2025
Question

Is it possible to rename the new modernized 'modern' template?

  • June 30, 2025
  • 1 reply
  • 5 views

On the other templates, we have always been able to rename the document. for example, changing 'estimate' to 'proforma invoice' or otherwise. can this be done on the new modernized design template or are we stuck using the old templates until intuit adds that (or more likely never does).

1 reply

M
mv32
Level 8
June 30, 2025

Currently, we're unable to rename the modern template for sales forms, @DaveJ88.

 

To improve your experience, I recommend submitting your feedback to let our engineers know its importance. Feature implementations are based on user requests, so your input is valuable and can contribute to future enhancements.

 

Here's how:

  1. Go to the Gear icon and then select Feedback.
  2. Enter your suggestion.
  3. Click Next.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

For more information on customizing and adding specific details to your sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'd also like to share this guide outlining various ways to record invoice payments in QuickBooks: Record invoice payments in QBO.

 

Feel free to click the Reply button if you have additional concerns about the sales forms template or QuickBooks.

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