Question

How do I make a change to an existing invoice template? It's almost perfect - just one small change.

Forum|Forum|4 years ago
February 17, 2022
13 replies
148 views

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QuickBooks Online

R

RCV

QuickBooks Team

Let me help you change to an existing invoice template, queencitypi.

We can edit the invoice template on the Custom Form Styles page and make some changes. Here's how:

Go to the Gear icon on the top menu.
Choose Custom Form Styles.
Find your custom or standard template.
Select Edit in the Action column.
Make any edits.
Press Done.

Here's an article you can refer to for more details about customizing invoices, estimates, and sales receipts in QuickBooks Online. QuickBooks uses the first custom template you create as your default for invoices, sales receipts, and estimates. To change the default custom template, just follow the steps below:

Go to the Gear icon on the top menu.
Choose Custom Form Styles
Find your template.
Select the dropdown in the Action column.
Tap Make default. You'll see (default) displayed by the default template name.

Feel free to visit our Invoices and payments page for more insights about managing your sales transactions.

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Take care always.

Q

queencitypiAuthor

the template I currently use is not in the "custom form styles" category. It's a template I made a couple years ago that I need to update. At the time I was creating that template, I had access to edit it, but that's not the case anymore. How do I edit something I'm currently using rather than starting over completely? The thing I want to change about the invoice template is that some of the text is gray and some is black. I'd like it all to be black.

J

jamespaul

Level 8

Hello, queencitypi.

I appreciate taking the time to reply to us. I'd like to take over and help you edit your template.

Was the template made using the Import Styles feature (through a .docx file)? If this is the case, we're unable to edit the template format directly in QuickBooks. The program only keeps a PDF version of the file.

One way to edit your template is to find the original .docx file and edit the texts to a uniform black. Then, re-upload it in QuickBooks.

Take note that we've removed the Import Styles feature sometime ago. Although if you have enabled this before, you can still upload and use the .docx files for your invoices.

If you've disabled the feature, you might not be able to see the template on the Custom form styles page anymore.

Other details about the Import Styles feature (including the update) can be found here: Import custom form styles for invoices or estimates.

However if this template is made using a third-party app, I would recommend contacting the app's support channels. Their agents will guide you on how to edit your template.

After editing your template, do you need help categorizing your bank transactions? This article will definitely guide you: Categorize and match online bank transactions in QuickBooks Online.

If you'd like to edit the preset templates or customize other forms, please let me know what you need to do.

Do you have any concerns on other features? Add them to your reply and I'll ensure your needs are taken care of.

T

taffy5903

If you still need to know how to make a change to an existing invoice, maybe this will help:

Just go to "Lists" at the top (on the "ribbon" across the top of the QB screen).

Select "template" from the drop down menu

You should be able to see your template

Simply right click on the template.

Choose layout designer

You should now be able to edit your template

Remember to click ok when done

Click ok again

T