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QBO Video Courses

Custom Form Styles in QBO


Course
Alicia Katz Pollock
Purchase for $10

Customize your QuickBooks Online Invoices, Sales Receipts and Estimates so that they reflect your company’s branding and style. You can even edit the email content to reflect your unique messaging.

Course Description

Your business’s branding includes the forms you send to customers. Learn how to customize the forms in QuickBooks Online so that they show exactly the information your clients need. Show or omit fields, and even create different styles for different needs.

Your forms should reflect your company’s style and messaging, right down to the default email content.

If you have multiple locations or departments, you can even create individual forms for each one.

Learn how to control the content and format so that your company’s external communications reflect your unique branding!

 

Instructional Level

Beginner through Intermediate 

 

Course Length

30 minutes

 

Course Credits

.5 CPE, Certificate of Completion

 

Field of Study

Accounting

 

Delivery Method

Group Internet-Based, and QAS Self Study

 

Prerequisites 

  • Our “QuickBooks® Online Fundamentals” live class/webinar, or
  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 
  • Prior QuickBooks® Online experience.

 

Who should take this class?

  • Business owners who do their own bookkeeping
  • Bookkeepers who want to provide excellent client service

 

What You’ll Learn 

  • Editing the Standard form
  • Choosing form styles
  • Turning fields on and off
  • Customizing your logo and branding colors
  • Displaying different fields internally and externally
  • Including messages on the forms
  • Creating a variety of styles for different situations
  • Designing multiple forms for different departments and locations
  • Crafting default email messages that reflect your company’s tone and communication style

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions.

Here is the course outline:

Download the Handout

Download the handout that goes with the course.

pageText Download the handout here

Watch the Videos: Custom Form Fields in QBO

Customize your QuickBooks Online Invoices, Sales Receipts and Estimates so that they reflect your company’s branding and style. You can even edit the email content to reflect your unique messaging.

pageText Intro and Agenda
pageText Designing QBO's Built-in Forms: Choosing a Style
pageText Turn On and Off Content for Your Custom Forms
pageText Creating Default Emails
pageText Uploading Your Own Invoice Design

Quiz and CPE Credit

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

pieChart Complete this survey for CPE Credit
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