QuickBooks Online invoice customisation lives in the Manage panel

How do you customise sales forms in QuickBooks Online? That question, filed under the UK English help pages and answered by Intuit’s own help team as the formally accepted solution, covers invoices, estimates, and sales receipts. The guidance matters mostly for where it points you. The design tools sit on the sales form itself, and users who go hunting through account-wide settings first tend to come away frustrated.

The question the accepted answer addresses

The thread is really three questions in one. Readers want to know which fields can appear on an invoice, how to swap in their own logo and contact details, and where the colours, fonts, and layout settings live. The accepted guidance answers all three from inside the sales form. Nothing here calls for a repair, a workaround, or a support call; the fix is knowing where to click.

The design controls live on the form itself

Start by creating a new sales form, or open an existing invoice, estimate, or sales receipt. To change your company name, address, or other details, select Edit company on the form, make your changes, and save. To replace the logo, select the small edit icon on the logo image, upload a picture from your computer, and open it. One extra click matters here: choose the more icon on the newly uploaded image, then set it as primary, or the old logo may keep appearing.

Everything else hangs off the gear icon labelled Manage. The Customisation dropdown turns individual fields on or off, so you decide exactly which details your customer sees. The Design dropdown picks your template, and the modernised template adds font and colour options on top. A payments toggle lives in the same panel if you want a pay button on the invoice. We would suggest previewing as you go: the Print or download option shows the form exactly as your customer will receive it.

The detour when Edit company goes missing

Some users report a specific symptom: the Edit company button and the logo controls simply are not there. The accepted answer supplies a cure rather than a diagnosis. Open the Manage gear, expand the Design dropdown, and select Modern from the modernised template. The direct editing controls then appear on the form. Older template selections hide them, which is why the button seems to vanish rather than fail.

Does one logo have to follow every form?

Yes, if you change it through company info. Edits made via Edit company, including a new logo or address, apply to all future invoices and estimates, and they ripple through your records across QuickBooks. If you want the new look everywhere, this is the fastest route. If you want variation instead, read the next section before touching anything, because this route will overwrite your other forms’ shared details.

Custom templates carry their own look

Custom templates are the deliberate exception to the global rule. From any sales form, select Manage, open the Design dropdown, and choose a template under Other templates. A custom template can carry a unique logo and its own layout without touching your other sales forms. That is how you keep a plainer layout for internal estimates and a dressed-up one for customer invoices.

One limit holds firm, and it resolves what looks at first like a contradiction in the guidance. Templates cannot hold different company information. Your registered name, address, and legal details stay identical across every form, so the per-template freedom covers design and logo placement, not company identity. Edit company when you want a global change; build a custom template when you want one form to stand apart.

Two footnotes worth knowing

The Service Date column prints as Date on paper copies, a small mismatch that surprises anyone comparing screen and printout side by side. And if you would rather work away from the form, the same company details, logo, and field choices are also available in Account and settings. The panel on the form is a shortcut, not the only door.

The takeaway

Nothing in this thread points to a defect. The software does what it promises; the navigation is simply unintuitive on the first pass, and the disappearing Edit company button compounds the confusion. The working method, condensed: open the form, use Edit company for global details, the Manage gear for fields and design, and a custom template whenever one form needs to look different from the rest. Preview before you send, and remember that the modernised template must be active for the inline controls to show at all.