Gmetrix QuickBooks Certified User (QBCU) Online Practice Exam

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What is the correct path to customize an invoice template?

Settings > Custom Form Styles > Edit Invoice; modify fields, logo, colors, and Save.

Customizing an invoice template in QuickBooks Online is done through the form styles feature. Access it by going to Settings, then Custom Form Styles, and click Edit on the Invoice form style. This opens the editor where you can modify which fields appear, add or adjust the logo, change colors and layout, and then Save to apply the changes. The other options don’t target invoice templates: Time Tracking in Settings controls time-tracking options; Plus button > New Customer creates a new customer record; Settings > Company Preferences isn’t used for editing invoice templates in QuickBooks Online.

Time Tracking in Settings.

Plus button > New Customer.

Settings > Company Preferences.

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