customize sales forms in quickbooks online

 Customizing sales forms

QuickBooks Online offers clients with an array of features that enable them to personalize their forms. To access these features, users need to click on the Gear icon, which will direct them to the customization options. These features come in two forms, both of which are designed to enhance the user experience.

 

 

• Custom fields allow clients to add unique fields to their sales forms and/or purchase orders
• Custom form styles allow clients to create customized templates for their invoices, estimates, and sales receipts

 

Custom fields

Upon accessing the Custom fields tool, a comprehensive list of pre-existing custom fields will be presented. As illustrated in the example provided below, it is evident that two custom fields were formulated. One designed for purchase orders and the other for sales forms. However, it is noteworthy that when setting up QuickBooks Online for a new client, the aforementioned list is likely to be devoid of any fields. This is due to the fact that it is typically empty when the Custom fields tool is initially opened. It is important to note that, in the event of conversion from QuickBooks Desktop, there may be some fields present in the aforementioned list.

 

 

Custom form styles

Upon accessing the tool for custom form styles, one will be presented with an inventory of previously established form styles, in addition to the standard (default) form template.

 

 Clients have the ability to modify and alter custom form styles that they have created, as well as edit the standard form template, although it cannot be renamed. With the custom form styles tool, clients are provided with a vast range of options to configure the form's visual design, as well as the items, columns, and headers that are displayed on it, and how the form is displayed in customer emails. This feature provides clients with a high degree of flexibility and control over their form's appearance, enabling them to tailor it to meet their specific needs and preferences.

 

How many custom fields can be added?

The quantity of personalized fields that patrons have the ability to append to documents is contingent upon their level of subscription, as indicated in this exemplification.

Subscription level	Sales forms	Purchase orders
QuickBooks Online Simple Start	Not available	Not available
QuickBooks Online Essentials	Up to 3	Not available
QuickBooks Online Plus	Up to 3, shared across both sales forms and purchase orders
QuickBooks Online Advanced	Up to 12 active custom fields for each of the following: Purchase orders Sales forms Expense forms Customer profiles Vendor profiles

 

Creating a custom form style

To delve further, let us investigate the process of generating a personalized format for forms. To exemplify, we shall undertake the task of designing a tailor-made blueprint for billing statements. It is essential to comprehend that this method entails crafting a unique template that suits your distinct preferences.

To start, select the Gear icon, then Custom form styles.

From the dropdown next to New style, select Invoice.

The specialized format instrument involves a tripartite interface comprising the Design, Content, and Emails tabs. The default tab upon opening the tool is the Design tab, as displayed herein.

 

 

If you didn’t make it to the end or didn’t get the right result, here’s how to do it:

1.     Select the Gear icon, then Custom form styles

2.     Select the New style dropdown and select Invoice

3.     Select Try other colors and choose orange

4.     Select Select a different font and choose Courier

5.     Select Done to save the customization

6.     Open your customized form to see your work