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Perfect PA
Level 1

Imported Invoice templates are not working when invoicing

Hi all, 


I am really frustrated, not only because the old templates on desktop are not in QB online but I created my own template and imported it into QB Online and it was working fine but now for 2 weeks the imported templates don't work!

They are correct in the custom styles and preview but when i create an invoice and select my template it has no format at all and all over the place.  This means I am using the standard templates which don't look as good.

This is not a good way to run a business, we are not demonstrating consistency with our clients and it is unprofessional! 


I have called and spoke to the online team and they have screen shared and gone through everything and said i need to delete and re-upload, done this and it has not worked.


Can anyone help?

QuickBooks Team

Imported Invoice templates are not working when invoicing

Hi Perfect PA,


I'd agree with you, the invoice form shows the image of your business, and being consistent is really important.


You can try this one. You can create a copy of your Word template with a different file name, then upload it to QuickBooks.  If you haven't done this one too, you can log in to QuickBooks in a different browser. If it works fine, you can go back to your regular browser and clear the cache. If it isn't, please try other browsers.


If the same thing happens after the steps above, please call our phone agents again, so they can take this to a different level.


We're just around if you have other questions.

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