Showing results for 
Search instead for 
Did you mean: 
4 helpful votes

Import custom form styles for invoices or estimates

Learn how to import and design custom form styles for your invoices or estimates in Quickbooks Online.

Custom form styles are available for you in QuickBooks Online. With different sample designs, you can import and then add your company info (such as company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time.

Design your custom form style

Learning the basics of designing your DOCX template can go a long way towards perfecting your custom form.

QuickBooks Online uses a set of known keywords (or fields) called EZ Map fields. As you upload, QuickBooks looks for text enclosed in angle brackets (<>) in your DOCX template. QuickBooks does this to identify which parts of the template are dynamic and then matches those parts with QuickBooks fields. This eases the mapping of your custom form.

For example, using keywords <shipdate> and <shippingaddress> allows QuickBooks to match your fields correctly with QuickBooks fields Ship Date and Shipping Address.

Note: Download the entire QuickBooks Online EZ Map Fields Catalogue.

Already have a custom design in DOCX format (MS Word 2010+)? You can proceed to map it with EZ Map Fields. If you want to start fresh, we recommend using our samples. Download them here.

Scalar and table fields

Scalar Fields are fields independent from each other and don’t repeat.

  • You can place scalar fields separately or within tables.
  • Don't use scalar and table fields in the same table.

Table Fields are fields that repeat and go together as part of a larger group of information. For example, fields that make up an Activity Table or Account Summary on invoice.

  • Always place table fields inside tables. Table fields placed outside a table will extract data from the first row of fields.
  • For the purpose of the template, you only need to map the first non-header row in the table. QuickBooks ignores all other rows.
  • Don't mix table fields that belong in different tables. For example, don't mix Activity Table fields with Account Summary fields.
  • Don't use scalar and table fields in the same table.

Tip: To avoid printing issues, always keep your table layouts separate. Tables placed inside tables, or merging and splitting cells can cause unexpected results. Try using tables with simple rows and columns.

Here are the fonts you can use in your custom form.

  • Arial Unicode MS
  • Courier, Courier Bold, Courier-Oblique, Courier Bold-Oblique
  • Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique
  • Times Roman, Times Bold, Times Italic, Times Bold-Italic
  • Symbol
  • Zapf Dingbats

These file types may cause issues when uploading your custom form. Be sure to avoid them.

  • Audio
  • ClipArt, Word Art
  • Animated GIFS
  • Embedded files
  • Adding or updating hidden links or merging fields
  • Files over 2MB
  • Non-.docx file types or older MS Word documents renamed as .docx files

Import your custom form style

You need to do these in your DOCX template.

  1. Open your DOCX template.
  2. As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
  3. Replace all fields with scalar or table fields, as appropriate to your chosen form type.
  4. Make sure all fields (text enclosed in <>) match the EZ Map fields defined in the EZ Map catalogue.

To import your customised template, you have to turn on the import style plug-in.

  1. Select Settings ⚙, and select QuickBooks Labs.
  2. Find the Import Styles plug-in, then turn it on.
  3. Select Done.
  1. Select Settings ⚙, and select choose Custom Form Styles.
  2. At the top right, select the New style ▼ drop-down menu, then choose Import style.
  3. Select a form type.
  4. Select the Save and upload your file field, then locate your DOCX template.
  5. Select Next.

Custom form styles with multiple pages are not supported. However, your final invoice can take multiple pages depending on the number of line items you enter.

You don't need to perform any further mapping if you used EZ Map fields. But you can easily change the matched QuickBooks fields if you choose to.

  1. Verify your template fields match correctly with QuickBooks fields. You can change the QuickBooks fields if they don't.
  2. Select Next if everything looks good.

Note: that the style you want to import should have at least one field that has to be mapped to QuickBooks fields.

Before you save, preview your style to make sure it looks exactly the way you want it.

  • If you're satisfied with how your style looks, select Save and name your style.
  • To make changes, either select Back or edit the file in your DOCX editor and import it again.

You can save a PDF copy of your custom form style. However, you can't download them in their original DOCX format. What you can do is to save a local copy of the template you uploaded, and take a quick note of the mappings you made.

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:

Error code What does it mean? How can I fix it?
size_validation_error Your file is too large to upload. Make sure your document is less than 2MB.
extension_format_error The file you selected isn't of a type we support. Try uploading a Microsoft Office 2010+ (*.docx) file

Error code What does it mean? How can I fix it?
Fetching preview failed An attempt to create a preview of your style failed. Check for angle brackets applied in the wrong place or applied incorrectly. Try to reduce fields marked with brackets until Preview succeeds and then add them back in one at a time to isolate the mapping error.
Save Mapping failed The selected mappings could not be saved. Try again or contact support.
No Mapping found QuickBooks couldn't find any field that required mapping. Make sure to use angle brackets (<>) for elements on your template that should be mapped to QuickBooks fields.
Multiple Page Document The document uploaded has multiple pages. Make sure your document only has one page.

Frequently Asked Questions

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

Certain fields are expected to be inside tables. For example, line item info like Quantity, Product, and Price are tabular (or table fields) and should be inside tables. Make sure to map these fields inside tables in your DOCX file. Learn more about table fields in the "Make mapping hassle-free" section of this article.

Your Master form style decides how data is handled and shown in all your forms. For example, if the "Form numbers" field on your Master form is unchecked, your invoice number won't appear on your custom form styles, regardless if you added it on the invoice.

To turn on the desired settings in your Master form style:

  1. Settings ⚙, and select Custom Form Styles.
  2. Find the Standard template (form type is Master), then select Edit.
  3. Customise the template as you desire, then select Save.

The option to customise what your customers see is available when you create an invoice.Note: You can see this option by selecting the Settings ⚙ icon (next to the question mark in a circle icon) from your invoice.

When you use the import custom form option, choosing between what you and your customers see is not possible because your Master form style decides how data will show in all your forms.

Was this helpful?

You must sign in to vote, reply, or post