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Everything you need to know about banking in QuickBooks Online - Discover more
Hedgebob
Level 1

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

 
2 REPLIES 2
GeorgiaC
QuickBooks Team

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

Hi Hedgebob,

 

Can I check what version of QuickBooks you have upgraded from?

 

Thanks :)

Rustler
Level 15

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

all templates from desktop will not transfer to QBO.  You have to create the template you want in QBO from scratch and be aware, QBO is not anywhere near as flexible as desktop

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