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August 31, 2020
Question

We require a specific design for our invoices, the current templates are not adequate - is there a site or reference for customised invoices?

  • August 31, 2020
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1 reply

August 31, 2020

I'm happy to assist you today, cookster.

 

Aside from the  Custom form styles feature, you can also import your own created template by turning on the Import Style option on your QuickBooks Online (QBO).

 

To do this, let's turn on your Import Style option in QBO by following the steps below:

 

  1. Go to the Gear icon.
  2.  Choose QuickBooks Labs.
  3. Then turn on Import Styles.
  4. Click Done to save.
    QBO importstyle.PNG

After enabling Import Style option, you can use our sample format. Then, start mapping your template fields. I'll walk you through on how to do it below:

 

  1. Open your DOCX template.
  2. As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
  3. Replace all fields with scalar or table fields, as appropriate to your chosen form type.
  4. Make sure all fields match the EZ Map fields defined in the EZ Map catalog.

Once done, you can save and upload your DOCX template in QBO:

  1. Go to the Gear icon ⚙, then Custom Form Styles.
  2. Select the New style dropdown menu, then Import style.
  3. Select a form type.Scalar vs Table fields
  4. Choose Upload your .DOCX file field, then find and select your .docx template.
  5. Click Next.

For more details about the whole process, you can refer to this article: How to import custom invoices.

 

You can also check out this article to learn more about customizing templates in QBO: Customize invoices, estimates, and sales receipts in QBO.

 

Should you be needing more help from me, just leave a reply below. I'd be more than happy to assist. Have a great rest of the day!