Bulk invoice importing overwrites default message on invoice template

Hello Jennybr, 

Welcome to the Community page, 

When you import the invoices are you able to edit the template once they are in? 

Sorry not sure what you mean?  

Do you mean change the default sales invoice template?

Hi @jennybr,

Thank you for your prompt reply. I'll take care of this for you. 

What my colleague @Ashleigh1 wants to know is if you're able to change the template of those invoices after you import them. 

To check, follow these steps:

1. Highlight the Sales tab.
2. Search for the invoice(s) in question, then click to open it.
3. When you have the invoice open, press the Customise menu. 
4. Select Standard.

On the other hand, you can also use CSV files to import bank transactions to your QuickBooks Online company. Take a look at this article for the steps: Import bank transactions using Excel CSV files. 

Do any other questions come to mind? Place them in the comments below, and I'll be sure to get back to you. 

Oh I see!  

The customise tab is set as the default standard, it just seems that when you bulk import invoices it overwrites what you have set as your standard message on invoices.

Thanks

Hi,

Did this ever get resolved?  We also want to use the import via .csv function, and have just come across the same problem.  Is there something we have missed?  our default on the invoice its self is also set to standard.

It would be quicker to post manually if I have to add the whole message (which we have used for our bank details) manually.

Hi

Afraid not, I had to import them all and they all defaulted to "not specified class"  I could then do a journal to allocate the invoices I wanted to the correct classes,

Thanks

Jen

Sorry to clarify my response, it didnt import the message, yes it still overwrote that, and ALSO I couldnt import the class either, pretty useless function if you need specific invoices I think.

Thanks

Jen 

Thank you. Did you get the default message part onto the imported invoices, or did you have to add that manually.

Thankyou

Thank you that was what I was afraid of.  Our message is quite long so to add that manually I might as well post it all manually, I could cope with adding in the class manually.  Thank you for the help.

As usual, QuickBooks marks questions solved when really the question was only answered.  The complete lack of flexibility to customize invoices/statements as well as import limitations is frustrating & infuriating.  Is it really that hard to code? 

Hello, FredrickHostler.

I hear your suggestions and recognise the need for additional functions when importing and personalising invoices in QuickBooks Online.

With that, I recommend sending feedback to our Product Development Team so you can share your thoughts and ideas in order to improve your QuickBooks Online experiences. I'll show you how to do it inside QuickBooks.

Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. Then click Next to submit feedback.

I've included this article as a reference in personalising invoices and other sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

I'm also adding this link to our Help Page for more related topics and relevant articles to help you manage your business.

Return to this thread if you have other questions or concerns about invoices. I'd be glad to help.

So, 3+ years after the original post and this issue still has not been resolved.  I am starting to wonder if switching from Xero to QBO was a good move.  This is pretty simple (or it should be.)  I edit the Standard invoice template (Invoice > Edit > Design > Manage) and click the Edit link on the "Standard" custom form style.  Click on the "Content" button and then pencil icon on the the bottom section.  Edit the text to be displayed and click the green "Done" button.  Any new invoices that are created manually do include this text.  Any invoices impoted via CSV do not contain this text.  This should be standard and not requite an "Enhancement Request" from development.  Help us out here, Intuit!