{"id":25724,"date":"2026-04-06T15:36:18","date_gmt":"2026-04-06T19:36:18","guid":{"rendered":"https:\/\/www.method.me\/?p=25724"},"modified":"2026-04-06T15:58:44","modified_gmt":"2026-04-06T19:58:44","slug":"quickbooks-online-invoice-templates","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/quickbooks-online-invoice-templates\/","title":{"rendered":"How to build a QuickBooks Online invoice template you can use again and again"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\">Ever wished for a simpler way of doing things when you\u2019re writing invoices? Businesses grapple with how to change the invoice template in QuickBooks Online and a number of other challenges that greatly slow down their work.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But we\u2019re here to help!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">QuickBooks Online invoice templates help you create professional-looking invoices that reflect your brand, and we want to make sure you\u2019re able to take advantage of all of them.\u00a0<br><br>Here at\u00a0<a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">Method CRM<\/a>, we\u2019ve been supporting QuickBooks-based businesses since 2010. Method is the customizable CRM that automates your real-world workflows, so everything fits the way your business actually works, saving you hours every week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog, you\u2019ll learn:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The basics of creating QuickBooks Online invoice templates<\/li>\n\n\n\n<li class=\"\">How to personalize them<\/li>\n\n\n\n<li class=\"\">How to change invoice template in QuickBooks Online<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s get started.<\/p>\n<\/div><\/div>\n\n\n\n<h2 id=\"key-takeaways\" class=\"wp-block-heading\">Key takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">You can change invoice templates in QuickBooks Online by going to <strong>Settings &gt; Custom form styles<\/strong>, where you can create, edit, and manage invoice templates.<\/li>\n\n\n\n<li class=\"\">QuickBooks Online lets you create <strong>multiple invoice templates<\/strong>, but the way you set a default depends on whether you\u2019re using the <strong>standard<\/strong> or <strong>modernized<\/strong> invoice experience.<\/li>\n\n\n\n<li class=\"\">You can customize invoice templates with your <strong>logo, brand colors, fonts, layout, and selected fields<\/strong> to better match your business.<\/li>\n\n\n\n<li class=\"\">Some invoice details, like <strong>payment terms and due dates<\/strong>, can be edited directly on individual invoices in addition to template-level changes.<\/li>\n\n\n\n<li class=\"\">Not all template changes behave the same way, so it\u2019s important to review how QuickBooks applies updates before assuming they affect past invoices.<\/li>\n\n\n\n<li class=\"\">If you need more flexibility than QuickBooks Online offers, Method gives you more control over <strong>invoice design, workflow automation, and QuickBooks-connected invoicing<\/strong>.<\/li>\n<\/ul>\n\n\n<h2 class=\"simpletoc-title\">Table of Contents<\/h2>\n<ul class=\"simpletoc-list\">\n<li><a href=\"#key-takeaways\">Key takeaways<\/a>\n\n\n<li><a href=\"#h-how-to-create-a-quickbooks-online-invoice-template-nbsp\">How to create a QuickBooks Online invoice template&nbsp;<\/a>\n\n<\/li>\n<li><a href=\"#h-how-can-i-change-the-default-invoice-template-quickbooks-online-has\">How can I change the default invoice template QuickBooks Online has?<\/a>\n\n<\/li>\n<li><a href=\"#h-the-best-ways-to-personalize-your-quickbooks-invoice-templates-nbsp\">The best ways to personalize your QuickBooks invoice templates&nbsp;<\/a>\n\n\n<ul><li>\n<a href=\"#apply-your-branding\">Apply your branding<\/a>\n\n<\/li>\n<li><a href=\"#h-add-custom-fields-as-needed\">Add custom fields as needed<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-how-to-create-and-send-an-invoice-in-quickbooks-online-nbsp\">How to create and send an invoice in QuickBooks Online&nbsp;<\/a>\n\n\n<li><a href=\"#how-to-import-customized-invoices-into-quickbooks-online\">How to import customized invoices into QuickBooks Online<\/a>\n\n\n<ul><li>\n<a href=\"#step-1-prepare-your-microsoft-word-docx-template\">Step 1: Prepare your Microsoft Word (.docx) template<\/a>\n\n<\/li>\n<li><a href=\"#step-2-upload-your-custom-invoice-template\">Step 2: Upload your custom invoice template<\/a>\n\n<\/li>\n<li><a href=\"#step-3-review-and-match-your-fields\">Step 3: Review and match your fields<\/a>\n\n<\/li>\n<li><a href=\"#step-4-preview-and-save-your-template\">Step 4: Preview and save your template<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#automate-your-quickbooks-online-invoices-with-method\">Automate your QuickBooks Online invoices with Method<\/a>\n\n<\/li>\n<li><a href=\"#effortless-invoicing-with-method-and-quickbooks-templates\">Effortless invoicing with Method and QuickBooks templates<\/a>\n\n\n<ul><li>\n<a href=\"#1-easy-to-generate-free-invoicesnbsp\">1. Easy to generate free invoices:&nbsp;<\/a>\n\n<\/li>\n<li><a href=\"#2-free-customized-and-branded-invoicesnbsp\">2. Free customized and branded invoices:&nbsp;<\/a>\n\n<\/li>\n<li><a href=\"#3-avoid-errors-and-save-timenbsp\">3. Avoid errors and save time:&nbsp;<\/a>\n\n<\/li>\n<\/ul>\n<li><a href=\"#h-quickbooks-online-invoice-templates-faqs\">QuickBooks Online invoice templates FAQs<\/a>\n<\/li><\/ul>\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-sick-of-missing-invoices-and-other-data-in-quickbooks\">Sick of missing invoices and other data in QuickBooks?<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content qb1b\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/quickbooks-crm\/?utm_campaign=2024ctas&amp;utm_term=cta-banner1b\"> See Method&#8217;s two-way sync <\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-a-quickbooks-online-invoice-template-nbsp\">How to create a QuickBooks Online invoice template <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A personalized QuickBooks Online invoice template lets you include elements that matter to your business.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow these four steps:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Step 1<\/strong>: Go to the \u201cSettings\u201d menu and select \u201c<a href=\"https:\/\/method.me\/blog\/custom-form-styles-in-quickbooks-online\">Custom Form Styles<\/a>\u201d.<\/li>\n\n\n\n<li class=\"\"><strong>Step 2<\/strong>: Click the \u201cNew style\u201d button and then \u201cInvoice\u201d to create a new QuickBooks invoice template.<\/li>\n\n\n\n<li class=\"\"><strong>Step 3<\/strong>: <a href=\"https:\/\/www.method.me\/blog\/quickbooks-customize-invoice\/\">Customize<\/a> your template and decide what information to include.<\/li>\n\n\n\n<li class=\"\"><strong>Step 4:<\/strong> When you\u2019re happy with your new template, click \u201cDone\u201d to save it.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized footnote\"><img decoding=\"async\" width=\"1000\" height=\"497\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/Branding-QB-invoice-template.png\" alt=\"QuickBooks invoice design tab showing customization options\" class=\"wp-image-25740 lazyload\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/497;width:1199px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/Branding-QB-invoice-template.png 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/Branding-QB-invoice-template-768x382.png 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><em>Image credit:<\/em> <em><a href=\"https:\/\/www.gentlefrog.com\/how-to-create-a-new-invoice-template-in-quickbooks-online\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gentle Frog<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-i-change-the-default-invoice-template-quickbooks-online-has\">How can I change the default invoice template QuickBooks Online has?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s say you decide that you want to set a specific invoice template as your default in QuickBooks Online invoice templates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Intuit explains how to change invoice template in QuickBooks Online:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Create a new sales form.<\/li>\n\n\n\n<li class=\"\">Select \u2699 Manage.<\/li>\n\n\n\n<li class=\"\">Select the Design \u25bc dropdown.<\/li>\n\n\n\n<li class=\"\">Select Remove default from the Modernized template section. The default template will automatically be the standard template.<\/li>\n\n\n\n<li class=\"\">Select Add\/Edit to edit the standard template.<\/li>\n\n\n\n<li class=\"\">Select Done. This new (Standard) template will now be your default.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Although QuickBooks currently allows you to modify which template is treated as the default, there are specific constraints worth noting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Intuit also adds that, aside from the standard template, you can\u2019t set other custom templates as a default template, nor can you edit the modernized template.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized footnote\"><img decoding=\"async\" width=\"999\" height=\"493\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/custom-form-styles.png\" alt=\"Settings drop down menu in QuickBooks showing custom form styles selected for a company\" class=\"wp-image-25744 lazyload\" style=\"--smush-placeholder-width: 999px; --smush-placeholder-aspect-ratio: 999\/493;width:1200px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/custom-form-styles.png 999w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/custom-form-styles-768x379.png 768w\" data-sizes=\"(max-width: 999px) 100vw, 999px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"wp-block-paragraph\"><em>Image credit: <a href=\"https:\/\/quickbooks.intuit.com\/learn-support\/en-us\/reports-and-accounting\/how-can-i-make-my-custom-invoice-template-the-default-template-i\/00\/202276\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-best-ways-to-personalize-your-quickbooks-invoice-templates-nbsp\">The best ways to personalize your QuickBooks invoice templates <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You want to take advantage of the flexibility and customization options that these templates offer.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Below is a tutorial on how to customize your invoice template in QuickBooks Online.<\/p>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913073447?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"How to customize invoice template in QuickBooks Online\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"wp-block-paragraph\">Keep reading for some of the best ways to <a href=\"https:\/\/method.me\/blog\/customize-invoice-quickbooks-online\">take customization to the next level<\/a> with your QuickBooks Online invoice templates.<\/p>\n\n\n\n<h3 id=\"apply-your-branding\" class=\"wp-block-heading\"><strong>Apply your branding<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Incorporating your branding into your QuickBooks Online invoice template ensures brand recognition and consistency. There are a few different ways you can do this.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First, you can easily add your company\u2019s logo to your invoice template.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, your QBO invoice template allows you to choose a color scheme that matches your brand colors.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The font on your invoices should represent your brand for added cohesiveness. Make sure it\u2019s also easy to read.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Browse the many options in QuickBooks Online templates to find one that aligns with your brand aesthetics.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized footnote\"><img decoding=\"async\" width=\"1000\" height=\"521\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-customization-options.png\" alt=\"QuickBooks invoice template showing an example of design customization options for a company called\" class=\"wp-image-25746 lazyload\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/521;width:1200px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-customization-options.png 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-customization-options-768x400.png 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: <a href=\"https:\/\/www.mycloudbookkeeping.org\/post\/customizing-quickbooks-online-invoice-templates\" target=\"_blank\" rel=\"noreferrer noopener\">My Cloud Bookkeeping<\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-add-custom-fields-as-needed\"><strong>Add custom fields as needed<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">One of the strengths of QuickBooks Online invoice templates is the ability to include custom fields that capture details specific to your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can use custom fields for information such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Purchase order numbers<\/li>\n\n\n\n<li class=\"\">Delivery dates<\/li>\n\n\n\n<li class=\"\">Internal reference notes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To add custom fields in QuickBooks Online:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Step 1:<\/strong> Go to <strong>Settings \u2699 \u2192 Custom fields<\/strong><\/li>\n\n\n\n<li class=\"\"><strong>Step 2:<\/strong> Select <strong>Add field<\/strong><\/li>\n\n\n\n<li class=\"\"><strong>Step 3:<\/strong> Enter a name and choose the data type<\/li>\n\n\n\n<li class=\"\"><strong>Step 4:<\/strong> Select <strong>Transaction<\/strong>, then choose <strong>Invoice<\/strong><\/li>\n\n\n\n<li class=\"\"><strong>Step 5:<\/strong> Turn on <strong>Print on form<\/strong><\/li>\n\n\n\n<li class=\"\"><strong>Step 6:<\/strong> Save your changes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once created, you can manage how these fields appear on your invoice by going to <strong>\u2699 Manage \u2192 Customization<\/strong> while working on a form.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By using these customization options, you ensure your QuickBooks Online invoice templates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Represent your brand<\/li>\n\n\n\n<li class=\"\">Convey necessary information<\/li>\n\n\n\n<li class=\"\">Meet your business\u2019s unique requirements<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These personal touches can go a long way in creating a professional impression and strengthening relationships with your clients.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-and-send-an-invoice-in-quickbooks-online-nbsp\">How to create and send an invoice in QuickBooks Online <\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Creating and sending an invoice using QuickBooks Online is quite <a href=\"https:\/\/www.method.me\/blog\/is-quickbooks-easy-to-learn\/\">straightforward<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to create an invoice? You can watch the quick video tutorial below or follow the step-by-step guide to get started:<\/p>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913073345?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"How to create an invoice in QuickBooks Online\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Step 1<\/strong>: Log in to QuickBooks and access your account to start <a href=\"https:\/\/www.method.me\/invoice-generator\/\">creating new sales invoices<\/a>.<\/li>\n\n\n\n<li class=\"\">Step 2: Find and select the \u201c+ New\u201d button.<\/li>\n\n\n\n<li class=\"\"><strong>Step 3:<\/strong> Select \u201cInvoice\u201d to open the invoice window and form.<\/li>\n\n\n\n<li class=\"\"><strong>Step 4<\/strong>: Use the \u201cAdd customer\u201d dropdown menu to find and select the customer who will receive the invoice. QuickBooks will fill in the details you have saved for them. If you need to add a new customer, select \u201cAdd New\u201d from the drop-down menu.<\/li>\n\n\n\n<li class=\"\"><strong>Step 5<\/strong>: Enter the transaction details:\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Products and services<\/strong>: What you provided to the customer, including descriptions, rates, and quantities. If you have not previously entered this product or service, you can select \u201cAdd New\u201d to add it.\u00a0<\/li>\n\n\n\n<li class=\"\"><strong>Additional information<\/strong>: Any discounts, taxes, or additional charges<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"\"><strong>Step 6<\/strong>: To customize the look of the blank invoice template, select <strong>\u2699 Manage<\/strong> to adjust fields, layout, and design settings.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also change what your customer sees here. For example, you might select certain fields (like shipping) while deselecting others (like total discount).&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Step 7<\/strong>: To complete the invoicing process, you can review your settings (including whether you accept online payments) and send the invoice by clicking \u201cReview and send\u201d to email it, or \u201cText\u201d to send a unique link via SMS that the customer can use to access the invoice online. Note that text invoices are <a href=\"https:\/\/quickbooks.intuit.com\/learn-support\/en-us\/help-article\/invoicing\/use-gmail-address-send-invoices\/L7bMJtO01_US_en_US?utm_source=chatgpt.com&amp;uid=mnmg62wh\">currently available only to customers with QuickBooks Payments<\/a>.\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized footnote\"><img decoding=\"async\" width=\"1000\" height=\"563\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-invoice-creation.jpg\" alt=\"QuickBooks invoice template showing the product\/service section with a dropdown menu selecting custom sports trophy\" class=\"wp-image-25734 lazyload\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/563;width:1200px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-invoice-creation.jpg 1000w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/06\/QB-invoice-creation-768x432.jpg 768w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: <a href=\"https:\/\/www.teachucomp.com\/create-an-invoice-in-quickbooks-online-instructions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Teach U Comp<\/a><\/em><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-wish-you-could-get-more-from-quickbooks-method-makes-it-possible\">Wish you could get more from QuickBooks? Method makes it possible.<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-demo\/?utm_campaign=2024ctas&amp;utm_term=cta-banner-mofu1\">See for yourself<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"how-to-import-customized-invoices-into-quickbooks-online\" class=\"wp-block-heading\">How to import customized invoices into QuickBooks Online<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to use your own branded invoice design, QuickBooks Online allows you to import a custom template created in Microsoft Word. This lets you keep your formatting, layout, and branding consistent across every invoice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how to do it:<\/p>\n\n\n\n<h3 id=\"step-1-prepare-your-microsoft-word-docx-template\" class=\"wp-block-heading\"><strong>Step 1: Prepare your Microsoft Word (.docx) template<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Start by creating your invoice template in Microsoft Word and saving it as a .docx file.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before you upload it, it\u2019s important to understand that QuickBooks has strict formatting requirements.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your template must:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Be a single-page document (QuickBooks will extend it automatically for multi-page invoices)<\/li>\n\n\n\n<li class=\"\">Be under 2 MB in size<\/li>\n\n\n\n<li class=\"\">Use one of the supported fonts: Arial Unicode MS, Courier, Courier Bold, Courier-Oblique, Courier Bold-Oblique, Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique, Times Roman, Times Bold, Times Italic, Times Bold-Italic Symbol, Zapf Dingbats<\/li>\n\n\n\n<li class=\"\">Follow a simple structure (avoid nested tables, merged cells, or complex layouts)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To allow QuickBooks to insert invoice data correctly, you\u2019ll also need to include placeholders using EZ Map fields. These are written in angle brackets, such as &lt;invoice_date&gt; or &lt;customer_name&gt;.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">QuickBooks uses these fields to automatically match your template with its internal data. If the fields aren\u2019t recognized, you may need to review or adjust the mapping during the import process.<\/p>\n\n\n\n<h3 id=\"step-2-upload-your-custom-invoice-template\" class=\"wp-block-heading\"><strong>Step 2: Upload your custom invoice template<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In QuickBooks Online:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Click the gear icon (Settings)<\/li>\n\n\n\n<li class=\"\">Select Custom Form Styles<\/li>\n\n\n\n<li class=\"\">Click New style, then choose Import style<\/li>\n\n\n\n<li class=\"\">Select Invoice as the form type<\/li>\n\n\n\n<li class=\"\">Upload your .docx file and click Next<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is where QuickBooks begins processing your template.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Next, choose Import style<\/li>\n\n\n\n<li class=\"\">Select the form type<\/li>\n\n\n\n<li class=\"\">Upload the .docx file<\/li>\n\n\n\n<li class=\"\">Review field mapping, preview, and save<\/li>\n<\/ul>\n\n\n\n<h3 id=\"step-3-review-and-match-your-fields\" class=\"wp-block-heading\"><strong>Step 3: Review and match your fields<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">QuickBooks will scan your template and attempt to match your placeholders with its system fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you used standard field names, most of this will happen automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You should still review the preview to confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Dates appear in the correct locations<\/li>\n\n\n\n<li class=\"\">Customer details are mapped properly<\/li>\n\n\n\n<li class=\"\">Line items display as expected<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If anything looks off, you can adjust the field mappings before continuing.<\/p>\n\n\n\n<h3 id=\"step-4-preview-and-save-your-template\" class=\"wp-block-heading\"><strong>Step 4: Preview and save your template<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once everything looks right:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Click Next to preview the full invoice<\/li>\n\n\n\n<li class=\"\">Confirm the layout, spacing, and formatting<\/li>\n\n\n\n<li class=\"\">Click Save and give your template a name<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Your custom invoice template is now ready to use when creating invoices in QuickBooks Online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/www.method.me\/\">Method<\/a>, invoices fit the way your business works. Create branded QuickBooks invoices, tailor the fields and layout to your process, and keep everything synced in real time without double entry or manual fixes.<\/p>\n\n\n\n<h2 id=\"automate-your-quickbooks-online-invoices-with-method\" class=\"wp-block-heading\"><strong>Automate your QuickBooks Online invoices with Method<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">What if there were a way to simplify your invoice creation process? Method features make it the most powerful <a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">tool for QuickBooks Online users<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not only does Method offer custom invoice templates that take your personalization to the next level, but it also links your invoices directly to your customer relationship management (CRM) system.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This facilitates personalized customer communications and enhanced customer relationship tracking.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What\u2019s more, automated invoicing lets you send invoices based on set triggers, such as sales orders or service deliveries.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let Method handle the jobs you can do but don\u2019t want to.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With it, you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Save time on repetitive tasks<\/li>\n\n\n\n<li class=\"\">Reduce human errors<\/li>\n\n\n\n<li class=\"\">Collect online payments (via QuickBooks Payments or integrations)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">As a result, you get faster payments while your customers get a better, personalized experience.<\/p>\n\n\n\n<h2 id=\"effortless-invoicing-with-method-and-quickbooks-templates\" class=\"wp-block-heading\"><strong>Effortless invoicing with Method and QuickBooks templates<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Need an easier way to create professional invoices? Method\u2019s <a href=\"https:\/\/www.method.me\/invoice-generator\/\">free invoice generator<\/a> is here to help. With our free invoice tool, you can create a polished, branded PDF invoice in seconds.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are four reasons <a href=\"https:\/\/www.method.me\/\">Method<\/a> is a smart choice for QuickBooks users:<\/p>\n\n\n\n<h3 id=\"1-easy-to-generate-free-invoicesnbsp\" class=\"wp-block-heading\"><strong>1. Easy to generate free invoices: <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Forget about duplicating files, filling out Google Docs, and spending hours mapping out tables and fields. With the Method free invoice template generator, all you need to do is fill in a few fields, click a button, and download a PDF invoice that\u2019s ready to send in minutes.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a Method user, any invoices you create instantly sync to your QuickBooks for easy management.<\/p>\n\n\n\n<h3 id=\"2-free-customized-and-branded-invoicesnbsp\" class=\"wp-block-heading\"><strong>2. Free customized and branded invoices: <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Add key business elements like your business logo, contact information, and unique payment terms.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tailor the QuickBooks invoice format to include essential details and create not only a professional look, but also establish constant branding across all your sales forms.<\/p>\n\n\n\n<h3 id=\"3-avoid-errors-and-save-timenbsp\" class=\"wp-block-heading\"><strong>3. Avoid errors and save time: <\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Managing dozens of invoices is time-consuming, and that\u2019s where Method\u2019s tools make a huge difference. They keep everything organized. In turn, you can apply invoice payment terms and easily track overdue invoices.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"807\" height=\"605\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2024\/09\/Screenshot-of-an-Invoice-generated-by-Methods-free-invoice-generator-edited.png\" alt=\"Screenshot showing an invoice created using the Method invoice generator.\" class=\"wp-image-30922 lazyload\" style=\"--smush-placeholder-width: 807px; --smush-placeholder-aspect-ratio: 807\/605;width:1200px;height:auto\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2024\/09\/Screenshot-of-an-Invoice-generated-by-Methods-free-invoice-generator-edited.png 807w, https:\/\/www.method.me\/wp-content\/uploads\/2024\/09\/Screenshot-of-an-Invoice-generated-by-Methods-free-invoice-generator-edited-768x576.png 768w\" data-sizes=\"(max-width: 807px) 100vw, 807px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. Keep it QuickBooks compatible:&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM syncs with QuickBooks Desktop and QuickBooks Online. You can leverage features like invoice preview, invoice screen customization, and more to create and manage invoices across platforms.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This integration lets you start with a sample invoice format and customize it to be as unique as your business.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-quickbooks-online-invoice-templates-faqs\">QuickBooks Online invoice templates FAQs<\/h2>\n\n\n\n<section  class=\"block block--bgdefaultcolor block--paddingTopDefault block--paddingBottomDefault block--textdefault block--alignDefault   block--faqs\" \">\n    \n  <div class=\"container container--default\">\n    \n          <div class=\"faqs\">\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How do I edit an invoice template in QuickBooks?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>To edit an invoice template in QuickBooks Online, follow these steps:<\/p>\n<ul>\n<li aria-level='1'><b>Step 1<\/b>: Click on the Gear Icon in the upper right corner<\/li>\n<li aria-level='1'><b>Step 2<\/b>: Select \u201cCustom Form Styles\u201d<\/li>\n<li aria-level='1'><b>Step 3<\/b>: Find the template you want to adjust, then click \u201cEdit\u201d<\/li>\n<li aria-level='1'><b>Step 4:<\/b> Use the <b>Design<\/b>, <b>Content<\/b>, and <b>Emails<\/b> tabs to make changes to the layout, fields, and messaging.<\/li>\n<li aria-level='1'><b>Step 5<\/b>: Customize the appearance and information on your template<\/li>\n<li aria-level='1'><b>Step 6<\/b>: Click \u201cDone\u201d and save your changes<\/li>\n<\/ul>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Do invoices need to be numbered?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, you should <a href='https:\/\/www.method.me\/blog\/how-to-change-invoice-number-in-quickbooks-online\/'>number invoices<\/a>. An invoice number provides a unique identifier for tracking and managing invoices. They\u2019re also essential for accounting and tax purposes.<\/p>\n<p>QuickBooks Online automatically assigns a unique number for your invoice templates in QuickBooks, but you can also customize them.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How do I issue an invoice?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>To issue an invoice using QuickBooks Online, follow these steps:<\/p>\n<ul>\n<li aria-level='1'><b>Step 1<\/b>: Open QuickBooks Online and click the \u201c+ New\u201d button.<\/li>\n<li aria-level='1'><b>Step 2<\/b>: Select \u201cInvoice\u201d.<\/li>\n<li aria-level='1'><b>Step 3<\/b>: Fill in the details, including the customer&#8217;s name, the products or services provided, and the cost. You can also enable payments (card\/ACH) before sending.<\/li>\n<li aria-level='1'><b>Step 4<\/b>: Choose one of your QuickBooks invoice templates.<\/li>\n<li aria-level='1'><b style='font-style: inherit; font-family: 'Source Sans Pro', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;'>Step 5<\/b><span style='font-size: 18px; font-weight: 400; font-family: 'Source Sans Pro', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;'>: Click \u201cSave and send\u201d to email the invoice to your customer.<\/span><\/li>\n<\/ul>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Where are invoice templates stored in QuickBooks Online?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Select the Gear icon in the upper right-hand corner, then select \u201cCustom Form Styles.\u201d You\u2019ll be able to see existing templates there, edit them, or add new ones.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Can I create multiple invoice templates in QuickBooks Online?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, this is done through the \u201cCustom Form Styles\u201d section. Access it by clicking on the Gear icon in the upper right-hand corner, then add the new templates you\u2019d like to use.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Why can\u2019t I change my invoice template in QuickBooks Online?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>If you can\u2019t change your invoice template, it may be due to user permissions, browser issues, or limitations within the selected template. In some cases, you may be editing a standard template that has fewer customization options. Trying a different template or checking your access level usually resolves the issue.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Can I customize the design of my invoice template?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, QuickBooks allows you to customize colors, fonts, layout, and which fields appear on your invoice. You can make these changes in the Design and Content tabs within Custom Form Styles.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              How do I add a logo to my invoice template in QuickBooks Online?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>QuickBooks lets you add up to 10 distinct logos, and presents the following steps for doing so:<\/p>\n<ul>\n<li aria-level='1'>Go to Settings \u2699 and select Custom form styles.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select New style and choose the appropriate form type.Note: To add a logo to an existing template, locate the form in the list and select Edit under the Action column.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select the Design tab.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Make logo edits.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select the Add a logo + box.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Locate and select your image file.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Open.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Save, then Done to save your changes.<\/li>\n<\/ul>\n<p>Note that although you can store multiple logos in your account, only one logo can be used on each invoice template at a time.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Can I edit invoice fields like payment terms or due dates?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, you can edit these fields for each invoice you send, add new terms, or update your default invoice fields.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Do changes to an invoice template apply to existing invoices?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, according to Intuit, any customization changes you make will apply to all existing and future invoices.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n                  <div class=\"faq\">\n            <h2 class=\"faq-question\" tabindex=\"0\" aria-label=\"FAQ question. Click to reveal answer.\">\n              Can I switch invoice templates when creating an invoice?            <\/h2>\n\n            <div class=\"faq-answer contentStyled\">\n                            <p>Yes, you can switch invoice templates while creating an invoice. From the invoice screen, go to \u2699 Manage \u2192 Design \u25bc, then select a template under Other template.<\/p>\n<p>Automate your way to stress-free days with your <a href='https:\/\/signup.method.me\/methodcrm'>free trial<\/a> of Method.<\/p>\n            <\/div>\n\n            <div class=\"faq-toggle\"><\/div>\n          <\/div>\n              <\/div>\n    \n    \n          <script type=\"application\/ld+json\">\n        {\n          \"@context\": \"https:\/\/schema.org\",\n          \"@type\": \"FAQPage\",\n          \"@id\": \"\/faq#1\",\n          \"mainEntity\": [\n                                        {\n                \"@type\": \"Question\",\n                \"name\": \"How do I edit an invoice template in QuickBooks?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>To edit an invoice template in QuickBooks Online, follow these steps:<\/p>\n<ul>\n<li aria-level='1'><b>Step 1<\/b>: Click on the Gear Icon in the upper right corner<\/li>\n<li aria-level='1'><b>Step 2<\/b>: Select \u201cCustom Form Styles\u201d<\/li>\n<li aria-level='1'><b>Step 3<\/b>: Find the template you want to adjust, then click \u201cEdit\u201d<\/li>\n<li aria-level='1'><b>Step 4:<\/b> Use the <b>Design<\/b>, <b>Content<\/b>, and <b>Emails<\/b> tabs to make changes to the layout, fields, and messaging.<\/li>\n<li aria-level='1'><b>Step 5<\/b>: Customize the appearance and information on your template<\/li>\n<li aria-level='1'><b>Step 6<\/b>: Click \u201cDone\u201d and save your changes<\/li>\n<\/ul>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Do invoices need to be numbered?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, you should <a href='https:\/\/www.method.me\/blog\/how-to-change-invoice-number-in-quickbooks-online\/'>number invoices<\/a>. An invoice number provides a unique identifier for tracking and managing invoices. They\u2019re also essential for accounting and tax purposes.<\/p>\n<p>QuickBooks Online automatically assigns a unique number for your invoice templates in QuickBooks, but you can also customize them.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"How do I issue an invoice?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>To issue an invoice using QuickBooks Online, follow these steps:<\/p>\n<ul>\n<li aria-level='1'><b>Step 1<\/b>: Open QuickBooks Online and click the \u201c+ New\u201d button.<\/li>\n<li aria-level='1'><b>Step 2<\/b>: Select \u201cInvoice\u201d.<\/li>\n<li aria-level='1'><b>Step 3<\/b>: Fill in the details, including the customer&#8217;s name, the products or services provided, and the cost. You can also enable payments (card\/ACH) before sending.<\/li>\n<li aria-level='1'><b>Step 4<\/b>: Choose one of your QuickBooks invoice templates.<\/li>\n<li aria-level='1'><b style='font-style: inherit; font-family: 'Source Sans Pro', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;'>Step 5<\/b><span style='font-size: 18px; font-weight: 400; font-family: 'Source Sans Pro', -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;'>: Click \u201cSave and send\u201d to email the invoice to your customer.<\/span><\/li>\n<\/ul>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Where are invoice templates stored in QuickBooks Online?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Select the Gear icon in the upper right-hand corner, then select \u201cCustom Form Styles.\u201d You\u2019ll be able to see existing templates there, edit them, or add new ones.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Can I create multiple invoice templates in QuickBooks Online?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, this is done through the \u201cCustom Form Styles\u201d section. Access it by clicking on the Gear icon in the upper right-hand corner, then add the new templates you\u2019d like to use.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Why can\u2019t I change my invoice template in QuickBooks Online?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>If you can\u2019t change your invoice template, it may be due to user permissions, browser issues, or limitations within the selected template. In some cases, you may be editing a standard template that has fewer customization options. Trying a different template or checking your access level usually resolves the issue.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Can I customize the design of my invoice template?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, QuickBooks allows you to customize colors, fonts, layout, and which fields appear on your invoice. You can make these changes in the Design and Content tabs within Custom Form Styles.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"How do I add a logo to my invoice template in QuickBooks Online?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>QuickBooks lets you add up to 10 distinct logos, and presents the following steps for doing so:<\/p>\n<ul>\n<li aria-level='1'>Go to Settings \u2699 and select Custom form styles.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select New style and choose the appropriate form type.Note: To add a logo to an existing template, locate the form in the list and select Edit under the Action column.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select the Design tab.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Make logo edits.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select the Add a logo + box.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Locate and select your image file.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Open.<\/li>\n<\/ul>\n<ul>\n<li aria-level='1'>Select Save, then Done to save your changes.<\/li>\n<\/ul>\n<p>Note that although you can store multiple logos in your account, only one logo can be used on each invoice template at a time.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Can I edit invoice fields like payment terms or due dates?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, you can edit these fields for each invoice you send, add new terms, or update your default invoice fields.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Do changes to an invoice template apply to existing invoices?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, according to Intuit, any customization changes you make will apply to all existing and future invoices.<\/p>\n\"\n                }\n              }\n              ,                                         {\n                \"@type\": \"Question\",\n                \"name\": \"Can I switch invoice templates when creating an invoice?\",\n                \"acceptedAnswer\": {\n                  \"@type\": \"Answer\",\n                  \"text\": \"<p>Yes, you can switch invoice templates while creating an invoice. From the invoice screen, go to \u2699 Manage \u2192 Design \u25bc, then select a template under Other template.<\/p>\n<p>Automate your way to stress-free days with your <a href='https:\/\/signup.method.me\/methodcrm'>free trial<\/a> of Method.<\/p>\n\"\n                }\n              }\n                                    ]\n        }\n      <\/script>\n    \n    \n  <\/div>\n<\/section>\n\n","protected":false},"excerpt":{"rendered":"<p>In this blog, you&#8217;ll learn how to create professional QuickBooks Online invoice templates effortlessly.<\/p>\n","protected":false},"author":44,"featured_media":40762,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[39],"tags":[],"class_list":["post-25724","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Create QuickBooks Online Invoice Templates (2026) &#8212; Method<\/title>\n<meta name=\"description\" content=\"Don&#039;t let invoicing become a time-consuming task. 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