Skip to content
Live Classes and Webinars

Custom Form Styles in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $19 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


Course Length

.75 hours

Course Credits

.50 CPE, Certificate of Completion

Field of Study

Computer Software and Applications

Delivery Method

Group Internet Based


Who should take this class?

  • Bookkeepers and Accountants
  • Business Owners that use QBO

Advance Preparation 


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!


Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up.


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"




Refunds & Cancellations

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


Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:




Course Credits: .5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: January 2022
Course Page Updated: January 2024


Here is the course outline:

How to Join the Live Zoom Webinar

Zoom Webinar

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

How to connect to the Zoom webinar

Download the Handout

Download the handout that goes with the course.

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.

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

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!

Complete this survey for CPE Credit
Back to top