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kkdezurney
Level 1

how to add a column to my invoice template with QuickBooks online

how can i add a column to my invoice template with QuickBooks online?

1 Comment 1
Adrian_A
Moderator

how to add a column to my invoice template with QuickBooks online

We can import your own invoice template, kkdezurney.

 

While the option to manually add a column to the invoice template isn't available in QuickBooks Online yet, we can import our style. We'll have to make sure that the type of document is in DOCX format and the fields you'll be using are the same as QuickBooks.

 

Once you already have a template, we'll need to turn on the option to import. All you have to do is click the Gear icon, and then select QuickBooks Labs. Then, toggle Import Style to ON. Hit Done.

 

Afterward, you're good to import your invoice template. Let me show you how:

 

  1. From the Gear icon, select Custom Form Styles.
  2. In the New style button, select Import style.
  3. Click the paperclip (attachment) icon on the Save and upload your file field.
  4. Select the template, and then Open.
  5. Click Next.
  6. Follow the on-screen instructions to successfully match and confirm your template style.

 

You can check importing custom form styles for more information.

 

In case you have other concerns about importing the template, please let me know. I'm here to make sure you're taken care of.