Call for Assistance: 02033 259 341
Spondoo Accounting
Call for Assistance: 02033 259 341
Spondoo Accounting

How to add bank details to your sales invoices in QuickBooks

October 27, 2022

QuickBooks allows you to customise the footer of your invoices to include your bank details. Including your bank details on your sales invoices helps your customers to set up payments easily. 

How to add bank details to your invoices 

You can use any of these two methods: 

Method 1: If you want the bank details to appear on all newly created invoices by default

Follow the following steps: 

  • After logging in to your account, click the Settings icon. 

How to add bank details to invoices in QuickBooks

  • Choose Custom form styles. 

custom form styles in quickbooks

  • On the Standard design, click the Edit Action column. 

Add Bank details on footer in QBO

  • Once you are on the style page, you can select a new design or stay with the one you have on screen. 

Add bank details on invoice in QuickBooks

  • Click the Content button. On this page, you will see pencils on the right side of the invoice (top, middle and bottom). 

Content button in QBO

  • Click the pencil on the bottom right to edit the footer section. 

Bank details on invoice QBO

 

  • Add your bank details in the Add payment details section.  

Enter bank details example

  • You can also use the action buttons to customise where you would like the bank details to appear. 

Customise where bank details appear on QuickBooks invoice

  • Click the Preview PDF button to view the changes you have made – and how the invoice will appear to your customers. 

Preview PDF

  • Click Done to save your changes. 

Click Done to save your bank details on your QuickBooks invoice

Method 2: Use this method to add payment details to a specific invoice that you have created

Follow the following steps: 

  • Once you have logged into your account, click the Sales tab. 

Head over to the sales tab in quickbooks

  • Select Invoices. If you have already created an invoice – you will see it on this page. 

Invoices in QuickBooks 

  • On the invoice that you want to customise, click the drop-down menu arrow.  

Add bank details on an invoice that has already been created in QuickBooks

  • Click View/Edit 

Add bank details on invoice in QuickBooks

  • Select the Customise button at the bottom of the screen. 

Bank details on invoices on QuickBooks

  • Choose Edit Current. 

Edit current

  • Click the Content button. You will see pencils on the right side of the invoice (top, middle and bottom). 

Select content tab

  • Click the pencil on the bottom right to edit the footer section – and add your bank details in the Add payment details section.  

Bank details on invoices in QuickBooks

  • You can also use the action buttons to customise where you would like the bank details to appear. 

Customise payment details placement in QuickBooks

  • Click the Preview PDF button to view the changes you have made – and how the invoice will appear to your customers. 

Add bank details on invoices in QuickBooks

  • Click Done to save your changes. 

How to add bank details on QuickBooks invoices

QuickBooks Accountants 

We are expert QuickBooks ProAdvisors in the United Kingdom. Contact us for QuickBooks support, accounting, bookkeeping and business advisory services. 

 

more tips

Can You Claim Food as a Business Expense?

The golden rule when claiming business expenses is that the cost must be “wholly and exclusively” for business purposes. So, where do you stand when it comes to food and drink? After all, everyone needs these things to survive. When does it become an allowable expense? Read on to find out when your business can claim food and drink as an expense.
READ MORE

Self-Employed National Insurance Class 2 and Class 4 Rates

If you are sixteen and over, self-employed (sole trader or in a partnership) and making a profit befitting the ‘small profits threshold’, you are liable to pay national insurance.
READ MORE

Key UK Personal Tax Year Dates & Deadlines 2021/2022

Are deadlines creeping up on you? Spondoo is here to ensure you keep on top of things and take control again. These are the important dates you should take note of.
READ MORE

How To Set Up A Limited Company 

A Step-by-Step Guide  This is an easy-to-understand, step-by-step guide, to opening a successful limited company. But before we dive in, let’s check the legality surrounding it. 
READ MORE

Accountants in Haslemere, Surrey

We are qualified accountants providing personal and professional services for start-ups, established companies and individuals in and around the Halsemere area in Surrey. With the rise in technology, we have embraced the digitisation of accounting using efficient digital accounting tools to offer reliable services to our customers. Our goal remains to get our clients the best accounting and taxation services at the most affordable rates.
READ MORE

Onsite Canteen and Lunch Vouchers - Are They Taxable?

The provision of food and drink to an employee by their employer is a lovely thing to do. Eventually, it promotes teamwork, loyalty, a sense of belonging and even improves productivity. Taking it at face value makes it look like a simple act of kindness. However, unless it is done correctly, it can cause tax and national insurance compliance issues for the employer.
READ MORE
1 2 3 41
LEARN MORE
Information provided on the site is merely guidance that may change in line with UK law and regulations. Users must not consider this to be financial advice or their sole resource when making any financial decision. Spondoo is a trading name for Accounting SQL Limited, authorised & license accounting firm under the Institute of Financial Accountants.
© Copyright 2023 - Spondoo - All Rights Reserved
How, can we help?
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram