QUICKBOOKS ONLINE · REVIEWED SEPTEMBER 16, 2026

Customize invoice forms in QuickBooks Online

QuickBooks Online refers to invoices, estimates, and sales receipts as sales forms. Its current support guide describes native options for changing what customers see on those forms without changing how sales information appears inside QuickBooks Online.

Customization topics covered by Intuit

• Choose and customize sales-form templates.
• Set a custom default template.
• Adjust column widths and column names on sales forms.
• Change the default company logo and contact details.
• Add custom fields and change default fields.

Start with the data that changes

Before you change the appearance, identify which parts of your current invoice are different for each customer or transaction. Typical examples include customer details, invoice dates, item descriptions, quantities, prices, taxes, and totals. That makes it easier to decide whether a detail belongs in the form layout or in a field populated by QuickBooks.

Check your own account before relying on an option

Intuit’s article lists several QuickBooks Online products alongside its customization topics. Available options can depend on product plan and account configuration, so verify a change in your own account before using a new form with customers.

For step-by-step product instructions, use Intuit’s current guide to customizing sales forms.