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timbmatthews
December 2, 2024
Question

How do I get QB to use the default invoice template when I do a batch upload?

  • December 2, 2024
  • 1 reply
  • 0 views
I have created a default invoice template; however, when I do a batch upload for invoicing, it doesn't use my template. I've been pulling my hair out to get it to use the default template but it keeps going back to "Modern". Please help as I need to upload all my invoices and don't want to go into each one after uploading and changing the format.

    1 reply

    M
    MelroseV
    December 3, 2024

    I recognize the importance of using the default invoice template for your imported invoices on QuickBooks Online QBO, @timbmatthews.

     

    Currently, QuickBooks Online automatically uses the modern view template instead of your default invoice template when you upload the invoices.

     

    In this case, I recommend submitting a feature recommendation about having this functionality. Your input helps us address any issues you may have encountered, contributes to improving our products, and guides us towards our development process to ensure that we deliver the best possible experience to all our customers.

     

    I'll show you how you can send one:

     

    1. Locate the Gear icon.
    2. Under Profile, choose Feedback.
    3. Enter your feedback suggestion.
    4. Hit the Next button.

     

    Additionally, I’ll include these articles for a comprehensive overview of your financial records and guidance on customizing reports to display the data you need.

     

     

    Please don't hesitate to post any follow-up questions or new inquiries about invoices or performing general bookkeeping tasks in QBO. The entire QuickBooks Team is here to help and ensure a smooth online banking experience in the program.

    T
    timbmatthewsAuthor
    December 3, 2024

    Thanks for responding.  I have added my feedback per your guidance.  It seems to defeat the purpose of having an invoice upload feature if you cannot apply a standard template.  Even the 'Modern view' does not work correctly as none of the verbiage I have added is included in the imported invoices.  So if I choose to use the Modern view or custom view I have to go into every invoice and add back the missing verbiage to complete the information the customer will need to finalize payment.

    D
    DANS LLC
    April 29, 2025

    I just moved from QB Desktop to QB Online and expectations were set pretty high. Here we are almost 5 months out from the previous posting and after spending a good amount of time configuring my default invoice, the one I just sent to my customer (first using QB Online) defaulted to the Modern template. I checked and my template is shown to be the default in the short list of templates for invoices. This appears to be a bug which was not caught in Quality Assurance testing. This is a feature that allow the user to modify with many options and yet you can't even turn the "feature" ON! What is going on at Intuit? 

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