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Carley Jervis
January 7, 2023
Question

Custom form styles bug

  • January 7, 2023
  • 2 replies
  • 0 views

I would like to use two different invoice styles.  When I edit the email content of one it also changes the content in the other?  I have nearly fallen foul to this so would really appreciate some feedback to prevent error in the future.

2 replies

M
Maybelle_SQuickBooks Team
QuickBooks Team
January 8, 2023

Welcome to the Community space, @Carley Jervis.

 

When you create templates in QuickBooks, if you change the content of one invoice, it'll change everything. You have the option to import a template for you to use on your transactions.

 

Doing so allows you to have a more personalized template to reflect your brand identity in your sales forms when emailing your transactions. I'll guide you on how.

 

First, map the template fields:

 

  1. Open the DOCX template you created.
  2. Check the non-static content in the template.
  3. Replace all fields with scalar or table fields.
  4. Ensure all fields enclosed in <> match the EZ Map fields defined in the EZ Map catalog.

 

Next, turn on the Import Styles plug-in to upload the document:

 

  1. Go to the Gear icon at the top.
  2. Under Your Company, select QuickBooks Labs.
  3. Move the slider for Import Styles to turn it on.
  4. Hit Done.

 

Then, save and upload the DOCX format:

 

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Select the New style drop-down arrow, then choose Import style.
  4. Choose the form type.
  5. Select the Save and upload your file field, then locate your DOCX template.
  6. Click on Next.

 

I've also included a detailed resource about customizing sales forms and creating recurring templates in QuickBooks: 

 

 

Let me know if you need further assistance with the customization process. I’ll get back to help and make sure this is taken care of for you. Have a great rest of the day.

C
Carley JervisAuthor
January 8, 2023

Maybelle,

This reply does not answer my question.

 

It seems you cant actually have more than one invoice template but instead of Intuit removing this option it has been left available to use, this has the potential to cause problems for businesses.

 

Users please BEWARE the email content on all template invoices will default to the last version you edited.

M
Mark Armistead
January 8, 2023

@Carley Jervis Ignore the reply as you’ll be wasting your time. This feature was removed a couple of years ago.

this is another example of how Intuit uses bots on here to reply to posts, not very good ones either.

as far as custom invoice we are stuck with this terrible system. They seem to think it’s adequate, which obviously its not otherwise people would be constantly asking about it.

    C
    Carley JervisAuthor
    January 8, 2023

    Thanks Mark.  This could have got me in to some trouble had I not noticed!

     

    Looks like I will have to change it manually each time.  Why was the feature stopped but the option not removed?  I need invoices for clients and invoices for businesses, these need to be quite different so two templates would be ideal.

      M
      Mark Armistead
      January 8, 2023

      I’ve no idea why they removed it. Their excuse was due to security, but it’s still available in other countries I believe. 

      It seems they think that dumbing down the product makes it more accessible, but it just making the product less useful.

      btw the email body is common so pretty much useless at having different template styles, as you’ve found out. 

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