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O
OCB2023
November 9, 2023
Question

Invoice Templates Problems

  • November 9, 2023
  • 1 reply
  • 0 views

Hello, 

I am very frustrated after the last recent update. I use a third-party platform to upload my company invoices into QuickBooks Online which used to work perfectly for over a year. However, after the recent update, these invoices are now uploaded automatically under a template named "Modern". Even thou I already set up my new personalized format, this is still not working. I tried to contact support with no luck spending hours on the phone and chatting but unfortunately, looks like these people have no idea how to resolve it or at least find the problem. Now I have to change my templates manually before they are sent to my customers. 

1 reply

I
Irene R
November 9, 2023

I acknowledge the frustration you're experiencing with customizing invoices in QuickBooks Online (QBO), as it can significantly impact your business operations, @OCB2023.

 

However, I assure you that every update and improvement in QBO is for the user's benefit for seemingly smooth transactions between you and your customers.

 

Let's work together to find a solution and ensure your needs are met efficiently and effectively. 

 

For you to make your personalized template your main template in making your invoices, we have to make sure that this is configured as a default option in the Custom Form Styles page.

                                                                                                                                   

Here’s how: 

 

  1. On your QBO account, click the Gear Icon.
  2. Under the Your Company, choose Custom Form Styles.
  3. Find the name of your customized format.
  4. Click the dropdown button beside Edit, then tap Make Default.

 

Once done, you can start sending invoices using your customized template.

 

You can check out this article to know more about personalizing and inserting specific information into your invoices or other forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you'd like more information on recording paid invoices, please refer to this article: Record invoice payments in QuickBooks Online.

 

Let me know if you have further concerns with your invoice customization in QBO, I’ll jump right back to assist you. 

O
OCB2023Author
November 23, 2023

yes, it is frustrating but even more so when no one from Quickbooks has contacted me even though there are a couple of open tickets. Thank you for the reply, however, I already tried that one, and did not work. I use a third-party app to download my invoices into Quickbooks and for some reason, they are now downloaded with a completely different format that I have never used or saved before. The only reason I continue using Quickbooks is because is the only accounting software integrated with my operational software from where I download my invoices. It is ridiculous Quickbooks customer service and support.

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