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In this video tutorial, the speaker demonstrates how to customize forms in QuickBooks Online. They also guide viewers on creating multiple form templates, such as invoice templates. These templates can be used to send different forms to specific groups of clients for different purposes. The tutorial also covers how to have different logos on these forms. However, the experience may vary depending on whether the user has QuickBooks Simple Start or Essentials compared to QuickBooks Online Plus or Advanced. The latter versions allow for managing multiple locations with various company names, using DBAs or fictitious names. The speaker promises to explain this further in the video. They start by navigating QuickBooks Online and show an example with a company called Handmade Purses when creating an invoice.
