Creating Invoices | Post Your Question Below

Hello Visual, thanks for posting on this thread, where exactly are you/they seeing this? Could you provide us with more information, please? Thanks 

Hi Steve, thanks for posting on this thread. 

It's not possible to designate invoices templates to specific customer accounts. Instead, you'd apply this at the point of creating the invoice by selecting Customise on the bottom toolbar > select the template from the list.

Hi Palcouk,

Welcome aboard to the Community space. I can help you upload an attachment to an invoice in QuickBooks Online.

Sometimes, email providers route QuickBooks articles to the email's spam folder. I recommend checking this section to verify if the links are showing to that section. You can also share with us the items discussed so we can send some articles for you.

There's an option to include attachments when you create an invoice in the Online version. You can see it at the bottom part of the transaction. From there, you can upload the PO file from your PC.

Here's how:

1. Sign in to your QuickBooks account.
2. Open the invoice.
3. Scroll down to the bottom part.
4. Click Attachments.
5. Go to the file location of the PO.
6. Upload the PO.
7. Hit Open to upload.

Also, customizing the appearance and layout of sales forms is a simple yet effective way to enhance your business communications. I have a link here you can visit to learn more about creating sales form templates in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to keep in touch if you need more guidance uploading attachments or managing invoices. We're always available to help you out. Take care always. 

I’m here to address your concern about the error message you encounter upon importing invoices in QuickBooks Online (QBO), sari.

The error message pertains to importing invoices that have hit a stock item and are dated before the item’s stock as of date. 

For instance, let's say that on October 25th, you create a stock item and begin monitoring the amount on hand. QuickBooks won't allow you to save nor import an invoice dated October 24 if you try to use that item on it since that date falls before the day you start keeping track of the item's quantity on hand.

To rectify this, we can adjust your stock item as of date dated before your invoices are imported. Let me walk you through:

1. Go to the Sales menu and select the Product and Services tab.
2. Locate the stock item that could have been added to the invoices.
3. Click Edit under the Action column.
4. In the Product/Service information, navigate to the Quantity on hand section and click the Starting value hyperlink.
5. Please take note of the prompt message and select Got it! to proceed.
6. In the Stock Starting Value no. START window, adjust the As of date.
7. Then, select Save and close.

Once sorted out, start importing your invoices again to get them into your company file. Before that, note that, can import a maximum of 100 invoices at a time with a 1,000-row limit per spreadsheet.

I’ll be pleased to assist you again if you have more concerns about importing data. Stay safe!

Hi Teddy15, thanks for posting on the Community

The invoice template can be edited by navigating to the Cog > Custom form styles (Take me there) > Select Edit beside the template. 

Please note that you'll need to have the correct user roles to access specific tasks. If you need your access rights changed, contact the Primary admin user. 

The company VAT number is entered on the Tax settings (Taxes > VAT > Edit VAT > Edit settings). Once entered, this will automatically populate one any invoice with a VAT code applied. For further information on VAT in QuickBooks Online, see here.