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Luluwawa
October 14, 2023
Question

When I need to import invoices to QB online. How can I include custom field into the Invoice template for import ?

  • October 14, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

LeizylM
October 14, 2023

I understand that you would like to import an invoice template in QuickBooks Online (QBO), Luluwawa. I'd be happy to assist you with that.

 

QuickBooks Online (QBO) has a feature that allows you to import customized invoice templates. Before doing so, let's make sure to map your template fields.

 

  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 catalogue.


After you have finished setting up, go to the Gear icon and choose Custom Form Styles. Then, click on the dropdown menu for New style located at the top-right corner and select Import style.

 

Additionally, here are some articles that you can read to help personalize the appearance and layout of sales forms: 

 

 

Keep your post coming if you have more questions about importing custom templates in QBO. I want to ensure you're taken care of.  Have a great day!

LuluwawaAuthor
October 14, 2023

HI,

I have designed a new Invoice template, while uploading, the 2 custom field unable to map. I cant do any changes. 

GebelAlainaM
October 14, 2023

Thanks for the prompt reply, @Luluwawa. Thanks for updating us about your concern about migrating invoices that include the custom fields in QuickBooks. We'll be glad to share additional information to get this sorted out.

 

We can understand the importance of importing invoices with custom fields in the program. However, it is currently unavailable since there's a mapping that we need to follow when importing custom form styles. In your case, you need to manually add custom fields after importing your invoices. Let us share the steps below.

 

  1. Go to the Sales menu and select Invoices.
  2. Choose the invoice you want to modify by adding a custom field by clicking Edit on the Action column.
  3. Click the Gear icon in the upper right corner of the invoice page.
  4. Select the +Add custom field.
  5. Enter a name in the Name field. Select the All Sales forms or Purchase Order checkbox or both.
  6. To show the custom field on printed and delivered forms, turn on Print on the form. Otherwise, it only appears in QuickBooks Online. (Optional)
  7. Then click Save.

 

Please refer to this article for more details on managing custom fields in QuickBooks: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Additionally, you can utilize a third-party app to help you with your invoices that include custom fields in QuickBooks. You can look here in our QuickBooks Online App Store.

 

Moreover, we'll be sharing these links for further knowledge in managing invoices and other custom fields in QuickBooks:

 

 

Please keep us posted if you need anything else. We'll always be here to assist you. Take care always, and have a good one, @Luluwawa!

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