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June 27, 2021
Question

Import custom form styles for invoices: fields not showing up when printing

  • June 27, 2021
  • 1 reply
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Import custom form styles for invoices: fields not showing up when printing

1 reply

June 28, 2021

Hello micapa,

 

I love that you're taking advantage of our beta feature for importing custom form styles for your invoices into QuickBooks Online. This is a great way to take your form customization to the next level, and although it's still in beta, I've seen many customers have success with this feature. I'd be happy to help you with this.

 

Having more details about what fields are missing and what steps you've taken to resolve this issue would be helpful, but that's okay. I've got some suggestions to get you started with figuring this out. The first thing to keep in mind when importing your custom styles is that the program maps the form and determines how to pull information for it based on the Standard form style the program uses as a default before you set up your custom forms. For that reason, I recommend going to that form to make sure that the fields you'd like are set to show on your forms. Here's how.

  1. Select the Gear icon.
  2. Choose Custom form styles.
  3. Click Edit for the Standard style.
  4. Choose the Content section.
  5. Make changes as needed.
  6. Click Done to save.

Here's further information about customizing the built-in form styles: Customize invoices, estimates,and sales receipts in QuickBooks Online

 

If you happen to be referring to the Custom fields section of form styles, the important thing to note here is that the field must have something entered into it in order to appear on the form. The name you give the field is essentially the header for the field, and then when filling out the form, you have to enter something into that field in order for it to show on the customer-facing copy of the transaction.

 

That should get you started, but if you're still having trouble or what I've mentioned isn't what you're referring to, I recommend connecting with a member of our support team to discuss this directly. Here's how.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Don't hesitate to give us a shout!