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ERACSGracie
March 20, 2019
Solved

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

  • March 20, 2019
  • 2 replies
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Original commenter did not share additional details
    Best answer by vpcontroller
    "We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?"
     
     
    We hear this a lot. No, you can't import your invoice template from QB desktop. No 3-rd party app will help with invoice layout designer either. Sorry!
     

    2 replies

    MorganB
    MorganB
    March 20, 2019

    Hey there, ERACSGracie. 

     

    I appreciate you taking the time to reach out here in the Community. I'd be glad to offer some info on importing invoices.

     

    One option you may consider, is a feature in QuickBooks Online called Import Style. This invoice importer allows you to bring in .DOCX files from Word. Import Style can be accessed by:

     

    1. Clicking the Gear icon in the top right corner.

    2. Select QuickBooks Labs, in the Your Company column.

    3. Scroll down until you see Import Style, and toggle the switch to ON.

    4. Click Done.

     

    This article offers additional details on this process: https://quickbooks.intuit.com/community/Income-and-expenses/Import-custom-form-styles-for-invoices-or-estimates/m-p/186467.

     

    I wish you and your business continued success. Please let me know if you have any other questions.

      E
      ERACSGracieAuthor
      March 20, 2019

      Do you know how to change an invoice from desktop to be compatible with word? I can't seem to get that to work!

      J
      JonpriL
      March 20, 2019

      Hi @ERACSGracie,

       

      Currently, there isn't an option to copy an invoice template from QuickBooks Desktop to MS Word.

       

      In the meantime, you have the option to search for a file converter. This way, you'll be able to convert and use your invoice template from your QuickBooks Desktop to Online.

       

      In addition, you'll have to export your invoice template first, then convert it as MS Word file format. Here's how to export your invoice template:

      1. Go to Lists.
      2. Choose Templates.
      3. Select an invoice template.
      4. Click Templates.
      5. Choose Export.
      6. Select a file location where you want to save your invoice template.
      7. Click Save.

      Once done, you can convert the invoice template to MS Word file format and import it so you can use it for your invoices in QuickBooks Online.

       

      For your reference, here's an article you can read to learn more about exporting your invoice template: Use and Customize Form Templates in QuickBooks Desktop.

       

      Lastly, here's an article you may want to read in any of your available time: Import Custom Form Styles for Invoices or Estimates in QuickBooks Online. 

       

      Feel free to leave a comment below if you have any other questions about invoice templates. I'll be always around to lend you a helping hand.

      vpcontroller
      vpcontrollerAnswer
      March 21, 2019
      "We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?"
       
       
      We hear this a lot. No, you can't import your invoice template from QB desktop. No 3-rd party app will help with invoice layout designer either. Sorry!
       
        T
        TheProduct_IsHardToLove
        December 5, 2020

        Deeply unimpressive - the sample I just downloaded from 

        https://quickbooks.intuit.com/cas/dam/DOCUMENT/A8x7wzAge/Invoice-Template.docx

        is not actually a working template, it is full of unnecessary cruft - Intuit logos & useless filled-in sample.  I'd have expected that Intuit would make getting people started a high priority. 

         

        The desktop customisation was an abomination - it looked dated in 2005.  Looks like things haven't improved much.

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