QuickBooks Online: Customizing form templates / adding a logo on invoices

This is very helpful! I have simple start. So I changed my logo on my invoices, but when I go to send it, my email logo is still the old logo. The email logo pops up next to the invoice

Hi Hector. I currently do bookkeeping for various companies. We do Payroll for a few of them however, the pay stub needs a slight modification. We are on Quickbooks online. Is it possible to edit a "Pay Stub" template in Quickbooks Online?

Also, our company needs a Quote and then an Order form following with an invoice. Is there a way to set this up? Do you offer Live classes?

Why is there a Diamond with ? showing up in the subject line of an invoice?

Can you do a video (or do you have one) on how to create a customized "sale" email that can be mass emailed? Thank you for your informative videos!

Hi there, i cannot seem to add my TRN # on Tax invoice.

Quick books is horribly outdated. Zoho is by far the best, easier to use, integrates with everything. Switched to Zoho after 3 horrible years with qb. Intuit fails to innovate, it’s basing its business on its market share and it’s qb is downright primitive. You can’t put a SKU number on an invoice or purchase order. SKUs are the backbone of a product business and QB is not letting you do it. They have ignored user requests for 7 years about this.

Thank you so much, you are the best

How do you customize the invoice emails and email reminders to be more specific to each invoice template?

ONE OF THE WORST TEMPLATE THERE IS...if you add any explanation on the item, it gets SO CONFUSING!

Thanks.
Can we have the product images print out in the final Estimate/Invoice Form?

Can we customize the Form of Receive Payment?

How to backup the customized forms ?

Hector, my bookkeeper just switched me to online plus version. Whenever I make changes to one invoice template it changes all the rest to be the same. Is that normal? Do I need a different version to have multiple invoice templates for the same company?

how do you make them like on the old quickbooks versions?? i do not like how they look on the new ones

Hi Hector, Do you have a video about this but for estimates? I am lost on how to change forms for estimates.

In QBO, Can I customize a "Purchase Order" template Form with different columns across the top of the body? such as "SKU", "Description", "Case Pack", "UPC", Qty", "Cost", "Amount"?

Hello thank you for the useful video. But I can't find the customize 😢 how can I active it

Great information! Will this process work for purchase orders as well? Where you can change the logo based on who its being sent to?

Great video, Hector. Quick question. I am the admin and everything works fine I have employees that are unable to see the CUSTOMIZE tab at the bottom of an estimate or invoice to change the template to match the new division. Why can't they see the customize tab? How can they change the content to match their division? Thank you!

Hi Hector thank you for the video! Can you put more then one logo on the invoice?

Thank you for this video. Does anyone know how to handle the subject line and message under email with more than one company?

Hello Hector. Tell me please, how to add Pugin Import Style to QuickBooks labs?

@ Hector please guide me how to change template for payments?

Very nice of you to make this video Hector!

thank you how can I print in A5?

Appreciate you great effort Hector.. Do you have an Idea about “custom form style”? Since we need it to upload templates from word file as before.. did they remove this feature from Quickbooks Lab..

Thank you for making this video. I appreciate you taking the time to help everyone out.

Thank you Hector. Do you know of any work arounds on using custom forms for Statements? Or when Statements will be added to custom forms?

I HAVE QUESTION REGARDING CUSTOM USER PERMISSION THERE IS NO CUSTOM OPTION AVAILABLE IN QUICK BOOK PLUS CAN YOU PLEASE GUIDE ME

Thanks

Great video 👍