I want to create a DBA company and want to use the same tax accounts. Is it possible to change the name of the company and logo on the DBA? When I have created a new invoice template it changes the name of all of the invoice templates and changes the logo for all of the invoices.
Hi Tyson, in general a QBO account is tied to 1 business/dba. So unfortunately, to my knowledge, you can't create multiple invoice templates with different business names.
@@LearnBookkeepingToday Thank you for your response. I think the only workaround I have found is to use a third-party company like Square for invoicing and payments. I can integrate Square to import the payment back into Quickbooks to keep everything under one business. It's not ideal, but I am hoping it will work.
Hey again Tyson - I realized after posting my reply that there *might* be a workaround here after all. You may be able to use Locations to display a different business name on Invoices. When you create a new Location, there is an option to show a different name on invoices. Using Location tracking this way would also let you view a P&L for each line of business, as long as you tag each relevant transaction with the Location.
Is there a certain QBO tier for these features or will it work for all of them?
I believe you need to at least be using QBO Plus to access Classes and Locations
I want to create a DBA company and want to use the same tax accounts. Is it possible to change the name of the company and logo on the DBA? When I have created a new invoice template it changes the name of all of the invoice templates and changes the logo for all of the invoices.
Hi Tyson, in general a QBO account is tied to 1 business/dba. So unfortunately, to my knowledge, you can't create multiple invoice templates with different business names.
@@LearnBookkeepingToday Thank you for your response. I think the only workaround I have found is to use a third-party company like Square for invoicing and payments. I can integrate Square to import the payment back into Quickbooks to keep everything under one business. It's not ideal, but I am hoping it will work.
Hey again Tyson - I realized after posting my reply that there *might* be a workaround here after all. You may be able to use Locations to display a different business name on Invoices. When you create a new Location, there is an option to show a different name on invoices. Using Location tracking this way would also let you view a P&L for each line of business, as long as you tag each relevant transaction with the Location.