Question

Import Custom forms for ALL formats - not just invoices and estimates

Forum|Forum|5 years ago
October 23, 2020
2 replies
0 views

The ability to import custom forms for Invoices and Estimates is fantastic. It really helps promote the company branding and image, but why can you not import custom templates for Sales Receipts, Purchase Orders, Credit Notes and Payment Receipts? Or can you point me in the right direction because I cannot fathom how to do it.

It's totally unprofessional to have different styles. I absolutely cannot make the limitations of your 'customise' options work that reflects my company. You need to add the ability to import ALL forms ASAP for you to offere a truly 'branded' image for your customers.

You have the functionality there already - please extend it to all forms ASAP

QuickBooks Online

S

ShiellaGraceA

Thanks for reaching out to us today, @AJCJayne.

I can see how important it is to import custom style for other transactions. Currently, the available is for invoice and estimate. It's a great option that I'm sure our engineers will have to consider adding in the future update.

In the meantime, you can check out for a third-party app that integrates with QuickBooks in importing transaction like Sales Receipts, Purchase Orders, Credit Notes, and Payment Receipts. You can also search through the Apps tab, and then type your keyword in the Search by name or category field. See sample screenshot below.

In case you need help with other customer's tasks, click this link to go to our general customer topics. It contains articles and steps that'll walk you through the process.

Keep me posted if you have questions or concerns about QuickBooks. I'll be happy to answer them for you. Take care and have a wonderful weekend.