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Import custom form styles for invoices or estimates

Learn how to import custom form styles for your invoices or estimates.

QuickBooks Online lets you import custom form styles in DOCX format from Word. Here are some guidelines and steps for designing, mapping, and uploading your form.

Design your custom form style

Know the do's and don'ts when designing your DOCX template. Learning these basics can go a long way towards perfecting your custom form.

Import your custom form style

Ready to use your custom form style? Start creating invoices or estimates with your style now.

Get help if you encounter errors

If you get errors when uploading your form or matching fields, here's how you can fix them:

Frequently Asked Questions

Here are answers to commonly asked questions about importing custom form styles.