If so, I recommend checking out available third-party apps to get the transfers completed. These apps integrate directly with your QuickBooks Online account and provide ways to get a lot of work done, a lot easier. They can be accessed by clicking the Apps tab in the left navigation panel of your QBO account, or by visiting https://quickbooks.intuit.com/app/apps/home/

Please feel free to follow up with me here if you have any other questions.

fcp1986

i am trying to move my word estimates to quickbooks

JenoP

QuickBooks Team

Hi there, fcp1986.

Are you trying to import an estimate template from a Word document into QuickBooks Online? Let me share the steps with you to get your Word doc in the program.

First, download the entire QuickBooks Online EZ Map Fields Catalog. If you have a custom design in .docx format (MS Word 2010+) ready, you can map it with EZ Map fields. To start fresh, use our samples.

Second, import the file using these steps:

Go to Settings ⚙, then Custom Form Styles.
Click the drop-down list for New style, then click Import style. If you don't see this option, go to Settings ⚙,select QuickBooks Labs, and then turn on Import Styles.
Select Estimates.
Click Upload your .DOCX file field, then find and select your .docx template.
Select Next.
Follow the succeeding steps on how to map the fields.

Let me share these articles with you for additional reference:

Let me know if you need anything else. We're always here to help.

Fiat Lux - ASIA

Level 14

@kelly-phipps7

Utilize the trial period of a 3rd party migration tool

https:// transactionpro.grsm.io/qbo

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