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 LevelBasic
Course Length.75 hours
Course CreditsCertificate of Completion
Field of StudyComputer Software and Applications
Delivery MethodQAS Self-study
PrerequisitesWho should take this class?
Advance PreparationNone
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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 WebinarClick the link to learn how to join the webinar, on Tuesday November 5 from 10 to 10:30am pacific time 1 section
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Download the HandoutDownload the handout that goes with the course. 1 section
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Watch the Videos: Custom Form Fields in QBOCustomize 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
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QuizTake 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
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