My LLC has a couple DBAs (doing business as) that we invoice through. How can I set-up invoice templates for the different DBAs.

Hi, and Welcome to the Community, @lavid.

I acknowledge that you have shared your concern regarding setting up invoice templates for different DBAs in QuickBooks Online. Unfortunately, creating a template for different DBAs is currently not available since QuickBooks modification will automatically be applied to all templates. However, I can provide a workaround that involves applying a slightly different look to your invoice. Here's how to do it:

Turn on location tracking.

1. Go to Settings ⚙, then select Account and Settings.
2. Select Advanced.
3. In the Categories section, select the Edit ✎ icon.
4. Turn on the track locations and choose a Location label.
5. Select Save, then Done.

Then, set up different DBAs in location, business, department, division, etc.

Edit or view contact information by location.

1. Select the Gear and choose All Lists.
2. Choose Locations (or if you choose a business, department, division, etc. then select).
3. At the upper right corner of your screen, select New.
4. Select the information you want to choose.
5. Add name, then select Save.

Moreover, here is where you can apply location/business to your invoice. See the photo below:

If you're all good with this, feel free to review this module to learn how to personalize and add specific info to your sales forms also, how to run basic reports in QuickBooks:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Run reports in QuickBooks Online

You can always get back to us if you have other concerns or questions about your invoices or QuickBooks in general. We'll make sure to respond as soon as we can. Keep safe always!

Can we get an updated fix for this please? I am currently on IES and I’ve created locations and I’ve also created invoice templates to help me switch between the DBAs. When creating the templates for each company it says “The company info settings apply to all form styles”. How do we work around having multiple DBAs in QuickBooks when sending invoices without having to change the ENTIRE company information such as name, email, website to remain professionally viewed? I’ve put in MULTIPLE feature requests for QuickBooks to support companies that have multiple DBAs but at last I’ve had no luck in the matter. I’m grateful that I can at least select the location when organizing the transactions and pulling reports but now we need invoicing and receipts please!