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Matt Boyle
Level 2

How to import custom form templates for invoices and quotes

Hi,

 

Im trying to import a custom form style I have made in Word, but when I follow the methods on the QBO tutorials the options are not available to me. I have the plus version of quickbooks online. There is no option in the quick books lab to enable importing styles and on the custom form styled page when i click new style the import option isnt there.

 

What am I doing wrong?

Solved
Best answer February 23, 2022

Accepted Solutions
Kurt_M
QuickBooks Team

How to import custom form templates for invoices and quotes

Hi there, @MattBoyle.

 

First off, I appreciate the amount of effort you've done, so far. The Import Styles feature is unavailable for QuickBooks Online accounts created from 29/06/2021 and onwards. It was a beta feature which was in our labs section. Existing accounts can still save and upload DOCX templates. Also, you can still customize your invoices by using the custom templates inside your QuickBooks account. 

 

To create a new template, here's how:

  1. Go to  the Gear icon and then select Custom form style.
  2. Select New Style.
  3. Select a sales form type you want to create a template for.

To customise the appearance of your invoice, these are the steps:

  1. Select the Design tab and then give your template a name.
  2. Select Change up the template to choose a layout. These layouts are fixed. We recommend using the Airy new. Please note that if you plan to use Stock Keeping Units (SKUs) or create progress invoices, you have to use the Airy new design.
  3. Select Make logo edits to upload a new logo. You can then select the size of the three options offered: S, M, or L as well as change the placement of the logo.
  4. Select  and pick a colour scheme. You can enter a HEX code (the six-digit combination of numbers and letters for a colour) for a truly custom colour.
  5. Click on Select a different font to change the font and the size.
  6. Select Edit print settings to adjust the margins. This is important if you send printed forms to your customers.

For more information, you can refer to this article about how to customise invoices, estimates, and sales receipts in QuickBooks Online.

I'll include a link here where you can find an article that will help you if you need any information or procedures related to QuickBooks Online. Help articles.

 

Additionally, I'll be adding these articles to help you in the future:

Please know that the Community is open 24/7 if you have other QuickBooks concern. We'll be more than happy to assist you. Keep safe and enjoy the rest of the week!

View solution in original post

8 REPLIES 8
Kurt_M
QuickBooks Team

How to import custom form templates for invoices and quotes

Hi there, @MattBoyle.

 

First off, I appreciate the amount of effort you've done, so far. The Import Styles feature is unavailable for QuickBooks Online accounts created from 29/06/2021 and onwards. It was a beta feature which was in our labs section. Existing accounts can still save and upload DOCX templates. Also, you can still customize your invoices by using the custom templates inside your QuickBooks account. 

 

To create a new template, here's how:

  1. Go to  the Gear icon and then select Custom form style.
  2. Select New Style.
  3. Select a sales form type you want to create a template for.

To customise the appearance of your invoice, these are the steps:

  1. Select the Design tab and then give your template a name.
  2. Select Change up the template to choose a layout. These layouts are fixed. We recommend using the Airy new. Please note that if you plan to use Stock Keeping Units (SKUs) or create progress invoices, you have to use the Airy new design.
  3. Select Make logo edits to upload a new logo. You can then select the size of the three options offered: S, M, or L as well as change the placement of the logo.
  4. Select  and pick a colour scheme. You can enter a HEX code (the six-digit combination of numbers and letters for a colour) for a truly custom colour.
  5. Click on Select a different font to change the font and the size.
  6. Select Edit print settings to adjust the margins. This is important if you send printed forms to your customers.

For more information, you can refer to this article about how to customise invoices, estimates, and sales receipts in QuickBooks Online.

I'll include a link here where you can find an article that will help you if you need any information or procedures related to QuickBooks Online. Help articles.

 

Additionally, I'll be adding these articles to help you in the future:

Please know that the Community is open 24/7 if you have other QuickBooks concern. We'll be more than happy to assist you. Keep safe and enjoy the rest of the week!

Matt Boyle
Level 2

How to import custom form templates for invoices and quotes

Thanks for the response, disappointing as it is. I must say the whole system seems like it is unfinished and still in development and as such we have made the decision to use sage instead. 

can you please let me know how to cancel our trial period and remove our payment details

John C
QuickBooks Team

How to import custom form templates for invoices and quotes

Hi Matt If you'd like to cancel your account we'd be grateful if you can reach out to our cancelations team on: 08081 684280 and they'll be able to help you further.

HariV
Level 1

How to import custom form templates for invoices and quotes

Why did Quickbooks remove this feature?

 

The available templates are absolutely rubbish and nowhere near customisable enough.

 

Also, there is an error whereby the VAT registration number field cannot be removed from the address block at the top. I have my company information at the bottom in the footer (including the VAT number) and DO NOT want to be forced to show it at the top. See screenshot.

 

 

Kurt_M
QuickBooks Team

How to import custom form templates for invoices and quotes

Thanks for joining the thread, @HariV.

 

I understand that you want to remove the VAT register number at the top of the invoice form.  As of now, the feature to remove VAT register number from the invoice template is unavailable. I recommend sending feedback to our Product Development Team to help improve your QuickBooks experience.

 

We keep a close eye on our customers' ideas and suggestions, and we consider when prioritizing feature development. Here's how to send feedback when you're ready:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon at the top, then choose Feedback.
  3. Enter the feature that you would like us to add in the description box.
  4. Select Next to send feedback.

 

In addition, here are some useful articles to save for future reference:

 

 

Should you need further assistance performing specific features in QuickBooks, you can always click the REPLY button below. Rest assured, I'll be here to help you. Keep safe and enjoy your weekend!

Karelvz
Level 1

How to import custom form templates for invoices and quotes

I have to agree, the new forms are useless.

 

What the heck guys. Bring back the old version nothing wrong with it. Why upgrade a product if the upgrade is not market ready. Horrible.

allyhsawtelle1
Level 1

How to import custom form templates for invoices and quotes

I have a pest control client who needs to change the billing address to read billing location and shipping address to read service location. Is there a way to do this?

AileneA
QuickBooks Team

How to import custom form templates for invoices and quotes

Hello, allyhsawtelle1. 

 

Thank you for reaching out to the Community regarding the changes you'd like to make to the billing and shipping address terminologies in QuickBooks Online. I understand that you prefer to use "billing location" and "service location" instead of "billing address" and "shipping address" for your pest control business.
 

Unfortunately, we are unable to modify the default label in QuickBooks Online. The platform has predefined fields and labels that cannot be altered or customized to that extent.
 

While the fields remain the same in QuickBooks Online, You may want to take advantage of the Custom field feature. For instance, we can add fields and name them Service location and Billing location instead of the default predefined fields. Please note that there are a maximum number of characters that can be entered.

 

 

 

 

 

I understand that having this feature is important for your business. With that said, I suggest sending feedback to our Product engineering team. Our team is continuously working towards improving our services and adding more features for our users. This enhancement would greatly benefit QuickBooks users and enhance the overall user experience. 

 

Here's how:

 

  1. Click the Gear icon, then select Feedback.
  2. Enter your comments or product suggestions. Then tap Next to submit feedback.
     

Additionally, you can check out this link if you need some information about adding custom fields: Add custom fields to sales forms in QBO

 

If there are any other ways we can assist you or if you have any further questions, please don't hesitate to let us know. Our team is committed to finding solutions that meet your specific needs. Have a great day!

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