Blog

Squire provides complete and personalized tax management and planning solutions to meet your needs.

Blog

Squire provides complete and personalized tax management and planning solutions to meet your needs.

Customizing QuickBooks Online Forms

Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online can help you create them.

Your company’s “brand” can be composed of many things, but it’s really about what pops into your customers’ minds when they think of you. Key components include your logo, your color scheme, and any other identifying visual element that people associate with your business.

A good way to reinforce this image is by making sure that a unifying graphic theme runs through every piece of print or web-based customer content you create, like your website, brochures, blog, and ebooks. Your brand should also be visible on all sales forms you dispatch, like invoices and receipts.

QuickBooks Online comes with its own default sales form style; this is the layout and content that will automatically display when you start a new transaction. You can easily change this and have it apply to all transactions.

 photo QBO 1016 image 1_zpsbsuqvatw.jpg
Your logo is an important element of your company’s brand. QuickBooks Online lets you include it on sales forms.

Getting Started with Forms

Here’s how it works. Click on the gear icon in the upper right of the screen, next to your company name. Select Custom Form Styles to open the table of existing styles. There should be one labeled Standard, though there may be another labeled Classic. You can make either the default by clicking Make Default or Remove as default using the down arrows and links under ACTION at the far right of each row.

Click the Edit link for the default style. This screen contains many of QuickBooks Online’s customization tools. The Style tab in the left vertical toolbar is automatically highlighted. In the column to its right, click through the five design options available and leave the desired one selected. Then click the plus (+) sign in the upper right of the screen. Browse for your logo file when the directory opens and double-click on it to add it to the top of your sales forms. Choose the color scheme you want by clicking in the correct box displayed below.

When you’re done there, click on the Appearance tab to specify your logo’s placement and change any other settings.

Critical Content

 photo QBO 1016 image 2_zpsw5rghapb.jpg
You can decide which fields should and shouldn’t appear on your sales forms by checking and unchecking boxes.

You won’t need to make every data field available on your sales forms. But you want to include every field you might need without displaying extraneous content areas. QuickBooks Online lets you turn fields on and off and change their labels by checking and unchecking boxes.

Click the Header tab on the left to start this process. Among your options here are:

  • Form names. Do you want invoices to say “Invoice?” Do you want to use form numbers and custom transaction numbers?
  • How much of your company’s contact information should appear?
  • Do you want fields for Terms, Due date, etc?
  • Do you need to define custom fields?

You’ll see more options when you click on the Activity Table tab in the left vertical pane (see image above). You can choose what content appears and how its labels read, but you can also indicate what percentage of that line each entry should occupy. Under WIDTH%, click on the plus (+) and minus (-) buttons to the right of each number to size it (your numbers, of course, should total 100).

Warning: Many of the decisions you have to make when customizing sales forms are simple. Others take some consideration, like custom fields and handling billable time. We can help you with these.

Click on the final tab in the left navigation pane, Footer, to add or edit text that should be displayed at the bottom of your sales forms. Click Save in the lower right when you’re done.

 photo QBO 1016 image 3_zps858vk66i.jpg
Some settings may need to be tweaked in Account and Settings.

Note: As you’re browsing through the content options available as described above, you may find that a field appears to be missing or needs a default setting changed. If this occurs, click on the gear icon in the upper right of the main screen, then on Your Company | Account and Settings. Click on the Sales tab in the left vertical pane to get to Sales form content.

Conclusion

Consistent, well-designed sales forms will help promote your brand and present a polished, professional image to your customers. If you have any questions, we’re happy to help. Call us at (801) 225-6900 today!