How to Adjust Print Settings in QuickBooks Online: A Complete Guide
Learn how to adjust print settings in QuickBooks Online to create accurate, professional invoices, checks, and reports. Customize templates, align print layouts, and streamline your document printing process.
QuickBooks Online (QBO) is a powerful cloud-based accounting platform that helps small businesses manage finances efficiently. Among its many features, the ability to customize and manage print settings is often overlooked but crucial for generating professional-looking documents like invoices, reports, and checks. Whether you're printing customer forms or internal records, understanding QuickBooks Onlines print settings can help you avoid errors and save time.
Accessing Print Settings in QuickBooks Online
To adjust print settings in QBO, follow these steps:
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Log in to QuickBooks Online.
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Navigate to the Gear Icon in the upper-right corner.
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Select Account and Settings.
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Click on the Sales tab (for forms like invoices and sales receipts).
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Scroll to Sales Form Content and click the Pencil icon to make changes.
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Choose options for the layout, company logo, and other preferences.
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Click Save, then Done.
For check printing or report settings, go to the respective module (e.g., Expenses for checks or Reports for financial reports), and select Print Preview or Print Setup before printing.
Customizing Invoices and Sales Forms
You can personalize your invoices and forms using the Custom Form Styles option:
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Go to the Gear Icon > Custom Form Styles.
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Click New Style or Edit an existing one.
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Modify templates for invoices, estimates, or sales receipts.
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Adjust fields, colors, fonts, and logo placements.
This ensures printed documents match your brand identity and include all necessary information.
Check Printing Settings
For printing checks:
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Navigate to + New > Print Checks.
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Choose Print Setup to align your checks properly.
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You can select between Voucher and Standard check styles.
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Follow the on-screen alignment tool to avoid misprints.
Its recommended to do a test print on plain paper first before using actual check stock.
Report Printing Settings
When printing reports:
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Open the desired report from the Reports menu.
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Click Customize to adjust the layout, columns, and filters.
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Select Print at the top.
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On the print preview screen, make final adjustments before sending to the printer.
Ensure your browser print settings (like margins, headers, footers, and orientation) are properly configured for optimal results.
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Best Practices
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Always use the Print Preview option to ensure formatting is correct.
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Adjust your browsers print setup (especially in Chrome or Firefox) for better alignment.
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Use high-quality templates for a professional appearance.
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Regularly update your print settings if your business details or branding change.
Conclusion
Efficient use of print settings in QuickBooks Online ensures that your financial documents are clear, professional, and accurate. Whether you're printing invoices, checks, or reports, taking the time to configure your settings can reduce mistakes and improve overall workflow.
