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On the Home page, in the Customers section, click Create Invoices. In the Create Invoice toolbar, click Customize. Click Customize Data Layout. Click Make a Copy. Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
To set a recently created invoice template as the default template, access Edit > Preferences > Sales & Customers > Company Preferences. In the miscellaneous section, you should see a drop-down list of all your templates.
Click the Lists tab at the top menu bar. Select Templates. Double-click the template. Click Additional Customization. Go to the Header tab, and put a check mark beside Project/Job (you can also use Other to add another field).
In the Transaction List tab, double-click the estimate. Choose the Project on Customer drop-down. Hit Save. Click the Create invoice button next to the transaction amount. On the pop-up, select the appropriate option and click Create Invoice. From the invoice screen, click Save.
0:00 2:24 Suggested clip How to Use QuickBooks Projects to Track Project Income & Costs (w YouTubeStart of suggested client of suggested clip How to Use QuickBooks Projects to Track Project Income & Costs (w
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