Mac users can also use the Grab tool, found in the Applications/Utilities folder.Click Save. Hitting Command+Shift+4+Space and then clicking a window will create a window screenshot. Pushing Command+Shift+4 then clicking and dragging will create a rectangular screenshot. On Mac computers, pushing Command+Shift+3 will take a full-screen screenshot.Click the folders name if youd like to rename it. How to Change Where Screenshots Get Saved in macOS Open a Finder window and press Shift-Command-N to create a new folder where you want your screenshots to be saved. This is a great contribution and very helpful, thank you.Mac Screenshot Ask For Name. Shift + Print will save a screenshot of a portion of a window to Pictures.
Alternatively, I could change all my Customer Display Names so the invoices read "Attention: Bob Smith", but then my accounting team can't see my customers by Company Name, and that doesn't work. This is a challenge because I need to sort my customers by business name, but when I do that, my invoice template displays "Attention: BusinessName Inc" instead of the customer's name. The field appears to map to the Customer Display Name. I am having trouble displaying my customers name on my custom invoice template. ![]() Let me guide you through this. I want to be able to set a customer name on an invoice.Am I missing something? I hope I'm just overlooking something simple.I’m here to back you up with customizing your invoice, tylerd.You can modify your invoice details by using QuickBooks’ customize feature and save it for future use. Type the user name and password, and then click to select the Allow saving.Quickbooks has it's own template that actually displays the customer name, despite what the Customer Display Name is set to, but I can't access the used to source this. ![]() This way, we can see if this is a cache related issue.Data cache stored for a while causes unusual behavior to your browser and affects the performance of your QBO. Let's open your QuickBooks Online (QBO) account on a private or incognito window to isolate the issue. I’m always ready to help! Enjoy your day!Greetings, appreciate the screenshot you've provided and for sharing the details you've performed. Here’s a screenshot for your reference.For more information about customizing an invoice check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.Also, you can check out tips for year-end reconciliation for future use.Let me know whenever you have questions in mind. (See the screenshot below for additional reference)Now you can use your customized invoice on your transaction. Search for specific page on mac kindleJust click the Customize button and select the desired template.However, if it still displays the standard template when sending an invoice, it may be a browser-related issue. Mozilla Firefox or Microsoft Edge: CTRL + Shift + PYou can also select a specific template for particular transactions directly on the form. Take care and keep safe!Let's verify if we've set the custom invoice template as the default in the Custom form styles page and not the standard one, follow these steps on how to make your custom template as the default. I'm always here to assist you. This will delete all the browsing history from the browser and helps to function it efficiently.However, if the issue persists, I recommend using other browsers to check if this a browser-related issue.Additionally, I got you this article for additional details in importing your form style in QBO: Import custom form styles for invoices or estimates.Lastly, you might also want to check this article that can guide you on how to record a credit card payment in QBO.You can always get back to me if there's anything else you need help with. However, as data collects it can also cause unexpected results.You can refer to these shortcut keys to open an incognito window in all supported browsers:If it shows the custom invoice template, I suggest going back to your regular browser and clear its cache. A typical browser uses a cache of memory to work efficiently and load pages faster. We can start by accessing your account through an incognito window to rule out the possibility of a web-page issue. ![]() You can only import transactions from QBO to QBSE using.CSV file and have the option to manually add them.In case you need to import transactions into QBSE, you'll need to check out this article on how to export list data in QBO. I'm glad to help.Thanks for taking the time to post your concern here in the Community, invoice from QuickBooks Online to QuickBooks Self-Employed is unavailable since they are different QuickBooks products. Then customize it to show the exact customer's data.Please browse through this article about handling your customer's transaction and other related topics: Sales and customer.You can count me in if you need anything else. This way, you can review the complete list of all estimates and connected progress invoices. Hit More on the bottom part, then tap Delete.You can also click the blue linked transaction(s) to see the invoices you’ve already created on the original estimate.Additionally, run the Estimates & Progress Invoicing Summary by Customer report. Save A Screenshot Ask For Name Update Will ApplyClick the Customize button and edit the necessary details.You can learn more about setting up your invoice preferences through this article: Create invoices in QuickBooks Self-Employed. Select Create Invoice or Edit an existing one. Once you customize, the update will apply to all of your invoices going forward. Follow the instructions onscreen to finish importing your data.For additional reference, you can check this article: Import transactions from other sources.Also, in QBSE, you only have one set of customization settings for your invoices. Click Imports old transactions on the right for the account you want the transactions to belong to. Have a good one!Welcome to the Community, be happy to share an idea to help you create an invoice and continue the table from the first to the second page.When creating an invoice with many items, the table should show from the first page to the second page. I'm always here to provide further assistance with anything QuickBooks-related. Manually import transactions into QuickBooks Self-EmployedJust in case you want to learn how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.If you need additional help, feel free to reach out to me. How to Customize Invoices in QuickBooks Online Let me share some information about the invoice layout.The way the table shows in your invoice depends on how you layout the table in your custom style. Have a good one!Hello there, appreciate you for giving us an update on this concern. Check the boxes next to Cookies and other site data and Cached images and files.I'm also adding this article for more information about customizing transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.Let me know if you have more questions about creating an invoice. Select All time to delete everything. Choose More Tools, then Clear browsing data. Follow the steps below:If using a private browser works, you can now clear your browser's cache to refresh its preference. Go to the Help icon, and then click Contact Us. They have the tools to investigate further the cause of this issue. I recommend reaching out to our QuickBooks Online Support.
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