SC.1.3b Create a New Invoice Style with Logo
- 30 steps
Akadian
QuickBooks
Start in the Sample company.
1
To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Now you can start the exercise.
To complete this exercise, you need a copy of Craig's logo. Click the link below to download the logo.
[Logo](https://www.fastandeasyqbo.com/CraigsLogo.png)
2
Click the "Gear icon"
3
Click "Custom form styles"
Customize Invoice
What you are editing here are all of the client-facing forms that go out: invoices, sales receipts, and estimates. At this point, you have an opportunity to edit the default standard style or create a new one. If you create a new one, you must choose between one of the three forms and edit them individually. For this exercise, you are going to edit the default style.
4
Click "Edit"
The first thing you will edit is the Design. QBO has several pre-formatted styles to choose from.
5
Click "Dive in with a template"
Assume that you checked with Craig, and he said he likes the Bold style best.
6
Click "Bold"
Notice that QBO automatically updates the preview design window with your choice.
Add Craig's Logo
Next, you'll add Craig's logo.
7
Click "Add your unique logo"
8
Click "Add a logo"
9
Click "+"
