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lindak1119
Level 7
December 12, 2018
Question

Can I create multiple invoice templates for the same client?

  • December 12, 2018
  • 2 replies
  • 1 view
No text available

2 replies

Angelyn_T
Angelyn_TModerator
Moderator
December 12, 2018

Welcome and thank you for posting here in the Community page, @lindak1119.

 

In QuickBooks Online (QBO) we have the option to create multiple invoice templates by importing your invoice template style and use the template when creating invoices.

 

First, you'll need to enable import style:

 

  1. Go to the Gear icon.
  2. Select QuickBooks Labs.
  3. Scroll down the screen and toggle the switch to Import Style to On.

 

After turning it on, you can now import your new invoice template:

  1. Click the Gear icon.
  2. Click Custom Form Styles under Your Company.
  3. Click New style drop-down arrow in the Custom form styles page.
  4. To import style, click Import style.

You may check this article for additional reference: Import custom invoices.

 

Feel free to drop a comment below if you have any other concerns about invoice templates. Have a good one!

B
Brooke2
February 26, 2019

Is this something that you can do in accountant mode?  When I click QuickBooks Labs, I don't get an option for Import Style.

A
Anonymous
February 26, 2019

Good day, @Brooke2,

 

Thanks for joining the conversation. I can help you locate the Import Style preference.

 

Yes. You can access this feature in the QuickBooks Labs page of your QuickBooks Online Accountant account. Let me guide you through the steps:

 

  1. On your QBOA account, click the Gear icon.
  2. Select QuickBooks Labs under Settings.
  3. Scroll down and locate Import Style.
  4. Click the slider button to turn on the preference.
  5. Click Done.

 

If you're still not seeing the Import Style preference, let's try doing this in a private browser. Use these keyboard shortcuts:

 

Google Chrome: press Ctrl + Shift + N  
Mozilla Firefox: press Ctrl + Shift + P
Internet Explorer: press Ctrl + Shift + P
Safari: press Command + Shift + N

 

If you can complete the steps in the private browser, you can shift back to your regular browser (Ctrl + N) and clear its cache. In case private browsing fails, let's try switching to a different browser. I need to check if the browser settings is causing the error to appear.

 

Please let me know how it goes. I'm always around to help whenever you needed me. All the best!

J
John van Wezel
December 11, 2019

Hi there, I need to create two invoice templates with different information on it. We have one company with two trademarks and each time I change the email address in one template, it changes in the other. Same goes for footer text. 

 

What am I missing?

 

Kind regards,

John 

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
December 11, 2019

Hi John van Wezel,

 

You can use the Import style feature to create two invoice templates in QuickBooks Online (QBO). However, you can only use one email address for both templates, same goes for footer text. Let me provide you a few information about this.

 

Let's make sure to indicate the text so you can map your data when creating a template. To do this, mark your data with opening and closing angle brackets. 

 

Here's an article for your visual guide: Import Custom Form Styles For Invoices Or Estimates.

 

Also, you can manually enter the other email address when customizing an invoice: Customize Your Invoices, Estimates, And Sales Receipts in QuickBooks Online.

 

Reach out to us if you have any other concerns. I'll be right here to help.

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