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June 23, 2023
Question

Why cant I import a new invoice style on qbooks?

  • June 23, 2023
  • 1 reply
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1 reply

Bryan_M
June 23, 2023

Thank you for raising your concern here, @henk4.

 

Let me share insights. The import option for invoices was removed in QBO since we still have some great templates you can make use of when customising your own invoice. However, you can have the option to customise the standard invoice template. Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Click the New style, and pick Invoice.
  4. Customize it by choosing a Design, what Content you want to show, and the messages you want to show in the Emails section.

  5. Tick Done to save.

For more info feel free to read this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

If you want to send statements showing customers summaries of their invoices, payments, credits, and balance, feel free to read this article: Create and send customer statements in QuickBooks Online.

 

I'm thrilled to have you here. You can always come back if you have more questions. I'm here to lend a hand. Take care always.