Custom Form Styles in QBO

About

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

.75 CPE, 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!

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: www.nasbaregistry.org.

Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: January 2022
Course Page Updated: November 2023

Videos3

Here is the course outline:

Download the handout that goes with the course.

1 section

Download the handout here

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.

5 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

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!