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QuickBooks® Training Library: The KnOWLedge Base

Custom Form Styles in QBO


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $37 or enter access code

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.

You’ll Learn About

  • 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

 

Instructional Level

Basic

Course Length

.75 hours

Course Credits

Certificate of Completion

Field of Study

Computer Software and Applications

Delivery Method

QAS Self-study

Prerequisites

Who should take this class?

  • Bookkeepers and Accountants
  • Business Owners that use QBO

Advance Preparation 

None

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!

 

 

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Course Updated: January 2022
Course Page Updated: August 2024

 

Here is the course outline:

How to Join the Live Zoom Webinar

Click the link to learn how to join the webinar, on Tuesday November 5 from 10 to 10:30am pacific time

1 section
How to connect to the Zoom webinar

Download the Handout

Download the handout that goes with the course.

1 section
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.

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

Quiz

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!

1 section
Complete this survey
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