QuickBooks allows you to create custom sales forms to match your brand and style. Taking the time to customize sales templates will allow you to create professional-looking forms so that your customers can easily see what they owe and make payments online in just a few minutes. You can customize invoices, estimates, and sales receipt templates. Follow these steps to learn how to customize these sales templates:
- Click on the gear icon and select Custom Form Styles from the Your Company column, as shown in the following screenshot:
- Click on the New style button and select a sales template to customize:
- The following window will display four areas you can customize for sales templates:
The following is a brief explanation of the information you can customize in each of these four areas:
- Design: The design section allows you to create your template style and format. You will select a template design, add your company logo, add your brand colors...
