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kkkkkkkkkkk
Level 2

invoice custom format

Hello, Quick books.

I know there are only 6 custom design available for reporting purpose. Now the thing is we want more designs. I have imported some design but they dont fit properly. Can you guys share some of the more designs so we can import that and use it.

7 REPLIES 7
kkkkkkkkkkk
Level 2

invoice custom format

I meant invoice design

Catherine_B
QuickBooks Team

invoice custom format

Hi there, kkkkkkkkkkk.

 

Good job for turning on the Import Style feature in QuickBooks Online. You can use our samples and use them as references in creating and adding new designs. Here's how: 

 

  1. Go to the Gear icon and click Custom form styles
  2. From the upper-right, click the New style drop-down and select Import style
  3. Select Invoice as the form type and then click Next.
  4. Click the Download import guide link.

From the zip folder, you'll see a guide as to how you customize and enter additional fields. Click here for more detail on how to customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to post again if you have other questions about customising your templates. Have a great day ad stay safe always!

kkkkkkkkkkk
Level 2

invoice custom format

Hello Team,

I have tried a new design. the problem I am facing is

kkkkkkkkkkk
Level 2

invoice custom format

Hello Team,

I have tried a new word format. The problem I am facing is I cant see my items , tax, qty, line item total in the custom invoice format. Secondly, when we import a format there is no option to match line item, qty, rate or tax field please help.

AlcaeusF
Moderator

invoice custom format

Hello @kkkkkkkkkkk,

 

I appreciate you for getting back to us here in the Community. Let me help you fix the invoice issue in QuickBooks Online.

 

When importing invoice templates, these fields should be available for you to map within QuickBooks. Since you're getting unusual results, the browser's stored cache may be full.

 

It can cause problems in the system, like the missing fields. I'd first suggest logging into your account using a private browser.

 

Use these keyboard shortcuts depending on the browser you're using:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

If the option to match is visible, let's switch back to the regular browser and clear its cache & historical data. This helps to restore the default setup of the browser.

 

In case private browsing doesn't work, use other supported web engine to get the best and most secure experience with the program.

 

For additional reference, I've attached a link you can use about uploading custom invoice templates: Import custom form styles for invoices or estimates.

 

If the problem persists, I suggest sharing some screenshots about the output. Just click the Reply button below to add some details.

 

You're always welcome to post any questions you have in this space. I'll be happy to help you some more. Have a good day.

kkkkkkkkkkk
Level 2

invoice custom format

Tried but still facing this issue. it wont show item, qty ,rate

Ashleigh1
QuickBooks Team

invoice custom format

Hello Kkkkkkkkkkkk, 

 

Thanks for coming back to us. 

 

Can you send us a screenshot of this so we can take a closer look at it for you.

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