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Rachel Barnett

Can You Update Your Business Information On Invoices in QBO?

In early 2024 Intuit released a new invoice layout for QuickBooks Online. I’ve been getting a lot of questions about what you can and can’t do with this new layout.
 
One of those questions is, “How can I update my business information on an invoice?”

Updating Your Business Information 

You can edit your business information at the top of an invoice. 

Edit Company

Below the company information, you will find an Edit Company link. This opens the My company pop-out.

Edit company link on an invoice in QBO

Unfortunately, any changes you make here will change your company information everywhere.

Custom Form Styles / Templates

You can also update invoice business information on templates.

To get there, click the gear in the upper right corner. 

Then click Custom for styles in the YOUR COMPANY column.

Opening Custom form styles from the gear menu in QBO

From here, you can create or edit your invoice templates.

To edit an existing template, click Edit on the right.

Editing an invoice template in QBO

To edit the business information, click Content in the upper left bar. Then click the pencil in the area with your business information.

Opening the content section of a QBO invoice template

On the right, you can update your business information, then click Click Done in the lower right corner.

Editing business information on an invoice template in QBO

However, once again this also changes the business information everywhere.

I hate to be the bearer of bad news, but you cannot update your business information on individual invoices at this time.

☕ If you found this helpful, you can say “thanks” by buying me a coffee… https://www.buymeacoffee.com/gentlefrog

Below is a video if you prefer to watch a walkthrough.

If you have questions about the new invoice layout in QuickBooks Online, click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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