How to create an invoice template using product categories and not products and services?

Hi there,

QuickBooks Online makes it easy to manage your invoice templates. I'll be happy to share more info about invoice templates in QBO.

While there isn't an option to create invoice templates using just product categories, there's a workaround you can use. You can design your own template in MS Word, and import it in QuickBooks Online. This way, you'll be able to import and keep different templates.

Here’s how:

1. Click the Gear icon.
2. Click QuickBooks Labs.
3. Go to Import styles and click the switch button.

Here’s how to import style:

1. Click the Gear icon.
2. Click Accounts and settings then click Custom Form Styles.
3. Click 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.