How do I customize invoices and sales forms in Quickbooks?

Answer 1

Open a client invoice

At the top left you will see tabs

Main

Formatting

Send/Ship etc

Click the formatting tab this will allow you to manage templates and add subtract fields, columns boxes etc

Let me know if you need further assistance

Helen

Answer 2

Provided you are using QBO, you can customize your sales forms by clicking on the gear icon then clicking on "Custom Form Styles"

You can change the following

1. Invoices
2. Sales Receipts
3. Estimates

Pick from one of the built in templates and add your own logo, color themes.