If you have created templates before, they will be listed here. In the first column from the left, you will see the label Company, and the third item down will be Custom Form Styles. Find the Company column and click Custom Form StylesĪfter the gear has been click, you’ll see the drop-down menu with four columns. The gear does not take you to a new page however, it does open a robust drop-down menu that has many items to select from 2. If you are still not able to find it, try navigating to your dashboard. You can see this gear on many pages in QuickBooks Online. Click the gear in the upper right-hand corner ![]() ![]() First, I’ll go through a straightforward set of steps, then I’ll outline those steps, and thirdly, I’ll link a video at the bottom to show precisely how to execute this. Have you ever needed to create a new template in QuickBooks Online? Today, I’m going to show you how to do it in three different ways.
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