Customizing Your Outgoing Forms in QuickBooks Online: A Step-by-Step Guide

If you're looking to personalize your outgoing forms in QuickBooks Online, you're in luck. With just a few clicks, you can tailor your forms to fit your business's unique needs. In this article, we'll walk you through the process of customizing your forms, highlighting key features and options along the way.

Getting Started

To customize your outgoing forms, head to the Gear Icon > Account and Settings > Sales > Customize Look and Feel (green bar) > New Style (or select an existing style). From here, you can choose which type of form you'd like to customize.

Designing Your Form

Once you've selected your form type, you'll be taken to the design interface. Here, you'll find a range of options for customizing your form's layout and appearance.

* Top Section: Use this section to display information in your header.

* Content: Click on the pencil icon for each area of the form to make selections from the available options.

* When in Doubt, Print it Out: Adjust margins, format to fit window envelopes, include payslips, or use letterhead with this feature.

* Get Choosy With Your Font: Change font style and size to suit your preferences.

* Splash of Some Color: Select colors for highlighted areas on your form.

* Add Your Unique Logo: Upload your company logo to give your forms a professional touch.

* Dive in With a Template: Choose from a variety of layouts for your form.

Previewing Your Form

As you make changes, notice that each modification is reflected in the preview window to the right. This allows you to see exactly how your customized form will look before you finalize it.

Tips and Tricks

* If both Quantity and Cost are specified, QuickBooks will use them to calculate the total Amount.

* If both Quantity and Amount are specified, QuickBooks will use them to calculate Cost.

* ItemRef can refer to an item on any Item list.

* Name of the Sales Rep as appears in the QuickBooks Sales Rep list is used to track sales representative information.

By following these simple steps and exploring the various options available, you'll be able to customize your outgoing forms in QuickBooks Online with ease. Whether you're looking to add a personal touch or streamline your business processes, customization can help you achieve your goals.

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