You will achieve that quickly if you follow the methods listed below. The invoice number is typically sequentially assigned by QuickBooks, but if you choose, you can change it yourself. If not, uncheck the option and type the legal name instead. Check the box that is next to the same as the company name if the legal name of the business is the same.Choose a company from the left menu, then click the edit or pencil icon to modify or update the information about your business.After that, select Account & Settings or Company Settings. First, you have to log into QuickBooks and select the gear icon at the top of the page.You can accomplish that by following the procedures indicated below. If the name of your company changes, you can update your information in QuickBooks as well. How to Change Company Name on QuickBooks Invoice The process is pretty straightforward and helps you to add your own business identity to the invoices. That wasn’t that cryptic as you thought it to be, right? That’s right! Editing an invoice template in QuickBooks or customizing it isn’t a cryptic puzzle that you cannot solve. Step 8: If you wish to change the color of your invoice template, select the color menu and choose the choice of color you wish to add to the invoice template. Step 7: When you are satisfied with the design and style you created for the invoice template in QuickBooks, you can upload your logo to the same as well. Start by clicking on the pencil-shaped icon Step 6: For changing the content of the invoice, make a click on Content that is placed on the first panel which is next to Design. You can choose to change the current design at any given point in time by selecting change up the template. To do this tap on Dive in templates, followed by clicking on Design. Step 5: For having a preferred design to your invoice template, you can choose from various design options. The choice of Design is by default been selected. In this, the first panel is labelled as Design, Content and Emails. Step 4: A screen will appear saying, Edit Invoice. Step 3: Choose the Invoice that you wish to edit by making a click on any spot on the invoice. Step 2: The Invoice Window would show up which will have the list of invoices that have been created so far. Tap on Sales and then choose Invoices which you must find from the left navigation bar. Step 1: Open QuickBooks and login into your respective account. Steps to Edit an Invoice Template in QuickBooksįollow the below mention steps involved in editing an invoice template in QuickBooks.
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