Hi, I’ve got a client on QuickBooks desktop, he currently uses 2 different invoice templates as he has two trading names under one company. I’m trying to entice him to QuickFile and can’t see an option for this, does it exist?
Hi @Mushroom
It sounds like our custom trading styles feature may fit the bill here. This would allow you to set up multiple trading names and templates. It does however require a subscription.
There’s more details on this here: Custom Trading Styles
I hope this helps!
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