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Manage your custom templates in Quickbooks Online/  Customise invoices, estimates, and sales receipt in Quickbooks Online

1. Select Create invoice or Create estimate to create a new form. Or to edit an existing form, select an invoice from the list and select View/Edit.
2. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
3. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
4. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage 
5. Select the dropdown ▼ for each section to see customization options. 
6. Choose what info displays on your form by turning the switches on or off. The form preview updates as you make changes.
7. Select Payment options or Discounts and Fees to customize payment options, or turn them off.
8. Note: Payment processing is an add-on service.
9. Optionally, in case of invoices, select Automation to set up a Recurring invoice.
10. Note: This option takes you to the recurring invoice form.
11. When you're finished customizing, select Save.

Manage your custom templates in Quickbooks Desktop/  Customise voices, estimates, and sales receipts in Quixckbooks Desktop

1. Select the type of form you’d like to customize.
2. From the form, select the Formatting tab then select Manage Templates.
3. Select a Invoice to preview, then select Copy to create a new Invoice or select OK to edit the template.
4. Use the basic customization window to:
5. Add your logo: Select the Use logo 

checkbox if you want your company logo to appear on your form. If you want to change your logo, select the Select Logo option to select the image you want to use.

1. Change fonts and colors: This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.
2. Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.
3. Select Additional Customization to add or remove the items from the header, columns, or footer. Then select Layout Designer to move or resize items on the form.
4. When you’re done, select OK.
5. Select Print Preview to see your form. If everything looks good, select Close.
6. Select OK.

Import Invoice,Sales Receit and Estimates in Quickbooks

1. Open the company file that you want to import the template into.
2. From the Lists menu, select Templates.
3. Select the Templates ▼ dropdown, select Import.
4. Select the template you want to import, then select Open.
5. Name the imported template. You can keep the original name or change it.
6. Select OK. You should now see the imported template on the template list

Export Invoice,Sales Receit and Estimates in Quickbooks

1. From the Lists menu, select Templates.
2. Select the template you want to export.
3. Select the Templates ▼ dropdown, then Export.
4. Verify the file name and choose the location of the file on your computer.
5. Select Save.