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June 9, 2024
Question

Can I edit the existing invoice template from the previous owner of my new company? How do I access to edit?

  • June 9, 2024
  • 1 reply
  • 0 views
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1 reply

JoesemM
QuickBooks Team
June 9, 2024

Hello there, sue4ams.

 

Yes, you can edit the existing invoice template from the previous owner in QuickBooks Online. Here's how to access and edit it:

 

  1. Go to the Gear icon in the upper right corner of your QuickBooks Online dashboard.
  2. Under Your Company, select Custom Form Styles.
  3. You'll see a list of available custom form styles, including invoices.
  4. Find the invoice template you want to edit.
  5. Click the View/Edit button (it's a pencil icon) in the Action column next to the template name.

 

If you want to create a new template, click the New Style button in the top right corner and choose Invoice as the form type. For more details, see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, I'll be sharing these links that will guide you in creating recurring templates and automatic payments for invoices:

 

 

Please let me know in the comments if there's anything else you need or concerns about editing form templates. I'll be glad to help. Stay safe.