Custom Form Styles in QBO
Customize your QBO Invoices, Sales Receipts & Estimates so that they reflect your company’s branding and style.
Custom Form Styles in QBO udemy course free download
Customize your QBO Invoices, Sales Receipts & Estimates so that they reflect your company’s branding and style.
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
1 hour
Field of Study
Computer Software and Applications
Delivery Method
QAS Self-study
Prerequisites
QuickBooks Online Bootcamp
Setting Up QuickBooks Online
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!
