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Muz123
Level 2

Invoice

Hello,

I am importing my own custom design for invoice. Everything is fine and it maps everything accurately when I have a single line item (Qty, Product, Rate and total).

Now the thing is in many of my invoice i have more then 1 line item.

How to solve this issue. As if create 2 column for line item on my word format it will map that 2nd column with the 1st line item (Qty, rate, product) but it won't map with 2 Row items.

Please answer and resolve this issue.

 

11 REPLIES 11
MariaSoledadG
QuickBooks Team

Invoice

I'm here to help you resolve the issues you encounter when importing your customised invoice, Muz123.

 

You can only have one row per line item in the invoice template. You'll want to place table fields inside the table so it won't extract the data from the first row of the field. 

 

You may download the recommended sample file here.

 

Also, make sure your spreadsheet's column headings match with QuickBooks fields to ensure that it would map the 2 rows items. Please go through this article for more details: Import Custom Form Styles For Invoices Or Estimates.

 

For future reference, you can import multiple invoices at once so you'll be able to save time. 

 

Please let me know how it goes with the process. I'll be around to assist you anytime as you please.

Muz123
Level 2

Invoice

I have two tables so which separates 1st row with the 2nd row. 

For each column i have defined 

<Row1>     <Item 1>   <Qty 1> <Rate 1> <Line total 1>

I can perfectly match first row with fields define by quickbooks. But for table 2

<Row 2>  < Item 2>    <Qty2>   <Rate2>  <Line Total 2>

Its matching this 2nd item with the first item when I preview it.

Why is that so? Please help how can it be properly match with table 2 only. I have watched all links share by you still facing issue please help.

BettyJaneB
QuickBooks Team

Invoice

I appreciate the update that you gave, @Muz123.

 

To help narrow down this matter, I recommend recreating your template on a new Excel file. This is to determine if being unable to match the 2nd item is caused by a damaged Excel file. You can always utilize this link to guide you in importing templates into the system: Learn how to import and design custom form styles for your invoices or estimates in Quickbooks Onlin...

 

However, if doing this doesn't make a difference,  I recommend contacting our Customer Care Team. They have advanced tools like the remote-viewing session that can help check your template and identify the root cause of this issue. 

 

To contact them:

  1. Click on Help at the top menu bar.
  2. Hit on the Contact Us button.
  3. Enter a brief description of the issue in the What can we help you with? box.
  4. Press on Let's talk.
  5. Select on Get a callback.
  6. Key in your contact details, then tap on Confirm my call.

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Let me know how things turn out or if there's anything else you need. Just drop a reply below. Have a great day!

Muz123
Level 2

Invoice

Just send me a screenshot of matching row 1 and row 2  and your word docx invoice template so I can see where am I going wrong. Send me the matching for invoice having more then 1 item. Secondly the screenshot of how invoice looks afterward.

 

MichelleBh
QuickBooks Team

Invoice

Thanks for the quick reply, @Muz123

 

It's my pleasure to provide sample screenshots for your guidance in importing the invoice template in QuickBooks Online. 

 

For invoice template: 

 

 

For invoice having 1 item: 

 

 

For invoice having more than 1 item: 

 

 

 

For more details check out our QuickBooks Online EZ Map Fields Catalogue and samples.

 

If the issue persists after comparing the screenshots overhead, I'd suggest calling our Customer Care Team. They have tools to do screen-sharing to check your template and investigate the root cause of the problem. You can follow the steps provided by my colleague above on how to contact support. 

 

Also, to ensure we address your concern promptly, check out our support and hours

 

Additionally, visit this article about mapping the fields in your template in QBO: Uploading invoice template to QuickBooks

 

Let me know if you have other questions. I'm always here to help. 

Muz123
Level 2

Invoice

Again Same issue tried many formats.

Do you have a reference video for more then 1  items. Please help.

MaryJoyD
QuickBooks Team

Invoice

I can provide some information about creating a template in QuickBooks Online, @Muz123

 

A video reference in creating a template in QuickBooks Online is currently unavailable. Here are some video tutorials that we have: Video tutorials for QuickBooks Online

 

But it's a great idea to have such an option in QBO, so I'll take note of it. I'd also recommend you visiting our Blog to learn what new updates and features we have. 

 

However, you can get a sample template by going to the Gear icon and selecting Custom Form Styles. Tap the New style drop-down to choose Import Style. Lastly, choose to download a sample for detailed instruction. You can also import the template that you created from here.

 

Check this article for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here if you need more help with your template and or anything else, by leaving a reply below. Have a wonderful day!

Muz123
Level 2

Invoice

Can you give me the screenshot of when you match the 2nd item with the field. So i can see with which field you match 2nd item

SarahannC
Moderator

Invoice

Hello Muz123, 

 

Yes, I can share with you a screenshot that matches the second item with the field. When you create an invoice that has multiple items, make sure to select the imported template to reflect them on that form. This should not extract on the first row of the field. With that, there's no need to add another table for the second item on the document.

 

Let's take a look at these sample screenshots. Downloaded invoice template:

v.PNG

 

Once done, open the invoice where several items are included. Click the Customise button and select the name of the imported template.

y.PNG

 

You can click the Print or preview option on the invoice to double-check the outcome. In my case, this is how it looks like:

h.PNG

n.PNG

 

To learn more about customizing your template, you can check this article from time to time. Also, check this one to get more details about customising sales form, and email sales forms to your customer: Send sales transaction to a customer

 

Please comment below if you have other questions or still need assistance with this matter. I'm here whenever you need help. Stay safe and be well!

Muz123
Level 2

Invoice

Just give me the Docx Template for more then 1 item. I think thats will resolve my issue. Let me see how you guys made it and where am I going. 

Please give me the Docx format for 2 items set in Ms word template for invoice. Thankyou

Catherine_B
QuickBooks Team

Invoice

Hello there, Muz123.

 

You can download the sample within your QuickBooks Online account. 

 

Let me show you how:

 

  1. Go to the Gear icon and click Import style.
  2. Select the type of transaction you want to use.
  3. Click Download a sample file. 
  4. Open the downloaded zip folder and open the sample document. 

You can get contact us so you can request a direct MS Word file of an invoice template. Here's the link to connect with us.

 

I'm just here if you have other questions. Take care!

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