03/02/2026 às 07:53

Can I Use Different Invoice Templates for Multiple DBAs in One QuickBooks Company?

4min de leitura

As a business owner, you may operate under multiple "doing business as" (DBA) names, often reflecting various services or products offered. In such cases, it's essential to manage invoicing efficiently, especially when you're using QuickBooks Online. One of the common questions we get is: Can I use different invoice templates for multiple DBAs in one QuickBooks company?

The answer is yes! QuickBooks Online offers a range of customizable invoicing options, including the ability to create separate invoice templates for each DBA under the same QuickBooks company. Let’s dive into the process of managing multiple invoice templates in QuickBooks and why it's a useful feature for your business.

For more information about QuickBooks Online and customizing invoices, don't hesitate to reach out at 866-498-7204. We’re here to help you simplify your business operations!

What is a DBA in QuickBooks?

A DBA (Doing Business As) is a name under which a business operates that is different from its legal business name. For example, if your legal business is called "XYZ Corporation" but you run a retail store called "Super Shoes," then "Super Shoes" would be your DBA.

In QuickBooks, managing multiple DBAs is essential for businesses that operate in different sectors or regions under various trade names. The key to keeping track of your business transactions and branding is to customize invoices in a way that reflects the specific DBA name, logo, and other relevant information.

QuickBooks Invoicing Options for Multiple DBAs

When managing multiple DBAs in QuickBooks Online, you can create separate invoice templates for each DBA. This means you can design different invoices for each business under your umbrella, keeping your branding consistent and professional for each entity.

Here’s how QuickBooks invoice customization can benefit your business:

Custom Branding: You can use different logos, contact information, and colors for each DBA, ensuring each invoice matches the specific branding.
Clear Business Identity: With multiple DBAs, you may need to separate your financial records and customer communications. Customizing invoices for each DBA helps maintain clear business identities.
Streamlined Operations: Instead of managing different QuickBooks accounts for each DBA, you can use a single account to track all business transactions while maintaining distinct branding.

How to Use Multiple Invoice Templates in QuickBooks

Log into QuickBooks Online:

Start by logging into your QuickBooks Online account.

Create New Invoice Template:

Navigate to the "Gear" icon in the upper-right corner and select "Custom Form Styles."
Click on “New Style” and choose “Invoice.”
From there, you can begin designing your invoice template.

Customize Your Invoice:

You can add your logo, customize fonts, colors, and input your business’s contact details for each DBA.
Use the “Edit” option for customizing each template to align with each DBA’s unique style and branding.

Assign Invoice Templates to Customers:

After creating the invoice templates, you can assign a specific template to a customer under the “Customer” profile.
This ensures that when you invoice a customer linked to a specific DBA, they’ll receive the corresponding customized template.

Repeat for Each DBA:

For each DBA, repeat the steps above to create a separate invoice template, and assign it to the relevant customers.

Benefits of Using Different Invoice Templates for Multiple DBAs

Clear Business Identity: Each DBA may have a different target audience or niche. By using a customized invoice template for each DBA, you reinforce the unique branding and customer experience for each business.
Time-Saving: You don’t need to create separate QuickBooks companies for each DBA. Using separate invoice templates under one QuickBooks company saves you time on data entry and keeps your records streamlined.
Tax Compliance: By organizing your invoicing structure by DBA, you can maintain clarity over your financial transactions, helping you stay tax-compliant and making tax season easier.
Professionalism: Different DBAs may cater to different markets or customers. Tailoring your invoices to each of these groups can help your business present a more polished, professional image.

Can I Customize Invoices for QuickBooks Online?

Yes, QuickBooks Online allows you to fully customize invoices for each DBA, making it easy to differentiate the various aspects of your business. In addition to adjusting logos and contact information, you can also modify fields, add custom text, and set payment terms that reflect each DBA’s policies.

For instance, one DBA might have a 30-day payment policy, while another might offer payment upon receipt. Customizing your QuickBooks invoice templates ensures that all the necessary information is displayed correctly for each business.

Key Takeaways: How to Manage Multiple DBAs in QuickBooks

Managing multiple DBAs under one QuickBooks Online account is straightforward with the help of customizable invoice templates. Here are the key takeaways:

QuickBooks invoice customization lets you create distinct invoice templates for each DBA.
You can assign different templates to different customers based on the DBA they are associated with.
Separate invoice templates in QuickBooks help you maintain a professional and branded image for each DBA while saving time and effort.
It’s easy to modify templates to match each DBA’s unique business identity and payment policies.

If you’re running a business under multiple names, this functionality in QuickBooks Online can save you a lot of headaches while keeping your invoicing smooth and professional.

Need help setting this up or have questions about QuickBooks invoicing options? Call us anytime at 866-498-7204. We’ll walk you through the process to get everything up and running.

If you’re unsure how to get started or need more details about how to use multiple invoice templates in QuickBooks, give us a call at 866-498-7204. Our team is ready to help you set up everything the right way.