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January 28, 2022
Question

how can i import my invoice template from corel wordperfect ?

  • January 28, 2022
  • 1 reply
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1 reply

January 29, 2022

Hello there,

 

Welcome to the Community! QuickBooks Online makes it simple  to manage your invoice templates. I'll be happy to share more info about invoice templates so you can continue to manage your business with peace of mind. 

 

I recommend exporting your invoice template from Corel Wordperfect then import the template into QuickBooks Online. I also suggest reaching to Corel Wordperfect for assistance with exporting from their platform. Here’s how to import  an invoice template into QuickBooks Online: 

  1. Click on the Gear icon.
  2. Select Custom Form Styles.
  3. Click on New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. After the confirmation, then click Save and you can put the Template name.

You can also check the article about importing templates: Import custom form styles for invoices or estimates. To learn more about customizing invoices, check out this helpful article as well: Customize your invoices, estimates, and sales receipts in QuickBooks Online

 

In case you need further assistance, feel free to contact our support team using this link here.