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Dan235
October 11, 2024
Question

QBO Customer Invoice bulk upload defaulting to modern view

  • October 11, 2024
  • 2 replies
  • 0 views

Does anyone know if there is a way to change the invoice import back to Standard view when bulk uploading? (Settings > Import Data > Upload a file to import data) I already changed the setup for individual invoices being entered on the site. However, when creating a high-volume import of invoices for multiple locations, this now defaults to Modern view for every upload.

 

Prior, the location would show as the Company name. When I upload now, this defaults to the Company legal name without the location specific invoices Company name. 

 

Any information is greatly appreciated.

 

    2 replies

    S
    SashaMC
    October 11, 2024

    Hello DAN235,

     

    Welcome to the QuickBooks Community! I will be happy to assist here. Before we start, could you check these settings or me to verify if Modern View is the default setting?

     

    1. Open or create an Invoice transaction.
    2. Click the Manage button, then select the Design tab.
    3. Under the Other template section, choose Standard instead, then select Make Default.

    Save these changes and let me know if it happens again when creating bulk. I'm always available to assist you with your additional concerns about managing invoice styles in QuickBooks Online. Just leave a reply below.

     


     

    D
    Dan235Author
    October 11, 2024

    Hi Sasha,

     

    Correct, I have already tried all of the steps provided in the link below. The problem is when importing invoices via (Import Data > Invoices >Upload a file to import data). The company has locations setup that would default under the company name in the invoices and now all the invoices default to the Legal Name.

     

    The workaround of updating each invoice is not sufficient. If we are importing 200+ client invoices daily, this will take more employee hours to open each invoice and change to Standard daily. We lose in efficiency. 

     

    Any other recommendations are welcome.

     

    https://quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/customize-invoices-e1stimates-sales-receipts-online/L57kKA6b6_US_en_US?uid=m24u6d32

      A
      AnneMariee
      October 11, 2024

      Thanks for responding, Dan235. 

       

      I can see how how having the system automatically select the Standard view for imported invoices could streamline your workflow. It would save you time in manually adjusting each invoice, especially when handling a lot. However, the option to do so is currently unavailable in QuickBooks Online. That said, I encourage you to share your thoughts and feedback regarding this matter. It’ll help our product development team understand what users like you need, and they might consider your suggestions for future updates.

       

      Here's how to provide your feedback:

       

      1. Head to the gear icon.
      2. Under Profile, select Feedback.
      3. Enter your product suggestions.
      4. Click Next to submit.

       

      In the meantime, you might want to explore some third-party apps that could assist you with this task:

       

      1. Go to Apps on the left navigation panel.
      2. Click Find Apps.
      3. Search for apps.

       

      I'll just leave these articles for more info on the modern view:

       

       

      You may also browse our help articles here to further assistance about QuickBooks Online.

       

      If there's anything else I can assist you with or have other questions about importing invoices or the modern view, please don't hesitate to reach out. I'm right here to help you out, Dan235.

      M
      MikeCPA2
      May 20, 2025

      Ever find out anything on this? This would add a lot of time and kind of makes the upload for me pointless.

      N
      NerbynMaeI
      May 20, 2025

      The option to automatically switch back to Standard view in invoices after uploading is currently unavailable, MikeCPA2. We would appreciate it if you could send feedback to our Product Developer team regarding this matter.

       

      Here's how:

       

      1. Log in to your QuickBooks Online (QBO) account.
      2. Go to the Gear icon, then choose Feedback.
      3. Indicate your comments or product suggestions.
      4. Click Next to submit Feedback.

       

      While this is currently being worked on, you can switch your invoice display manually to the standard view format.

       

      1. Go to the  Invoices menu and select a Customer.
      2. In the upper right corner, select Manage and choose Design.
      3. In the Other template section, pick Standard and make default.
      4. Once done, click Save and close.


       

      Moreover, I'll provide you with these valuable resources you can check out about personalizing transactions and setting up your customer's payment in QBO:

       

       

      For an enhanced QuickBooks experience or if you require assistance with bookkeeping tasks or advice, consider collaborating with our QuickBooks Live Expert Assisted team. These specialized experts are ready to support all your business needs.

       

      By providing feedback to our engineering team, we can improve our product. If you require further assistance with invoices in QBO, please feel free to revisit this thread. I am always here to help you.

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