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Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

 
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Re: Custom form styles: I want different content in the business name, email and phone no. for different trading identities. I change 1 form and it changes all? Help!

The Location tag allows you do that. I believe it's only available in QBO Plus

QuickBooks Team

Re: Custom form styles: I want different content in the business name, email and phone no. for di...

I’m happy to see you in the Online Community, c9sleche.


I’ll be your guide, so you can create sales templates with different company information.


The Custom Form Styles feature can help fit your sales forms to provide business branding. You can also use the Import style option, so you don’t have to manually change the company information each time you create an invoice for the different trading entities.


I’ll guide you through the step by step process. First, you’ll have to map the template fields.


Here’s how:

  1. Open the DOCX template you created.
  2. Check the non-static content in the template.
  3. Replace all fields with scalar or table fields.
  4. Make sure all fields enclosed in <> match the EZ Map fields defined in the EZ Map catalogue.

Next, turn on the Import Styles plug-in so you can upload the document. You’ll find the detailed steps below:

  1. Go to the Gear icon at the top.
  2. Select QuickBooks Labs.
  3. Move the slider for Import Styles to turn it on.
  4. Click Done.

Then, save and upload the DOCX format. Here's how:

  1. Go to the Gear icon at the top.
  2. Choose Custom Form Styles.
  3. Select the New style drop-down, then choose Import style.
  4. Choose the form type.
  5. Select the Save and upload your file field, then locate your DOCX template.
  6. Click on Next.

 

For detailed information about the process and tips on how to design your custom form style, check out this article: Import custom form styles for invoices or estimates.

 

You also have to use the Location Tracking feature as mentioned by @Malcolm Ziman to categorise data from different locations or departments.


That’s it. These steps should get you pointed in the right direction.

 

If you have follow-up questions or other concerns, reach out to me. Please know I'm always here to help. Wishing the best.