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Jen_Of_the_North
Jen_Of_the_North
January 26, 2024
Question

Invoice templates not saving properly

  • January 26, 2024
  • 1 reply
  • 0 views

I am trying to create 2 different invoice templates within QBO.

I need to have a different phone number, email address, logo on each of the 2 invoice templates as we run a DBA.

I have tried to create and save the invoices in QBO however, once I go back and look at the previous one the email, business name and phone number have been over written and changed to the other contact details and vice versa each time I try to adjust and save it.

I previously ran Desktop Pro and have tried to import my invoice templates from there but the file type is not supported.

I have also tried making invoices within Word and importing a docx file but it's glitchy and not working.

 

Any advice or help is appreciated 🙂

1 reply

A
Amanda-B
January 26, 2024

Hey there, Jen_Of_the_North.

 

Thanks for reaching out to the Community for support. I'd be happy to provide some information.

 

The reason why the information is being overwritten, is because the option to have two different sales form templates with different company data, isn't available in QuickBooks Online. I can see how being able to make these changes would be beneficial for you, so I recommend leaving feedback for our developers. These comments are viewed and considered as they create new features and updates for QuickBooks. 

 

If you have any other questions, feel free to reach back out. 

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