Sub contractor invoices

Hi andrew18

You are not able to amend the parameters of the invoices other than those within the custom form styles section. You can import your own style if you wish.. You will have to construct your own template within a word document and their are instructions how to do this from within the product. You will first have to activate the import styles option; select the

cog/gear icon in the top right hand corner of the screen > Quickbooks labs > toggle on/activate Import Style > Done > select the cog/gear icon > custom form styles > select new style > import style > Download instructions and samples > once you have created the document you will be able to upload it from this page by selecting the Upload your DOCX file.

Hi there,

So, I'm creating my own invoice templates in Word ready to export to QuickBooks. I've downloaded the list of QB invoice fields but the CIS rates, totals etc are missing. Where can I get a more comprehensive list of QB fields to use in my template?  

Thanks

Let me guide you on where you can get a comprehensive list of QuickBooks template fields, andrew18.

You can download them in the QuickBooks Online EZ Map Fields Catalogue. Then, map it with EZ Map fields to your custom design in .docx format (MS Word 2010+).  If you need to start fresh, just use our samples.

Also, we need to avoid these following file types below before uploading your custom form. This may cause issues when importing your custom invoices in QuickBooks Online (QBO).

• Audio
• ClipArt, Word Art
• Animated GIFS
• Embedded files
• Adding or updating hidden links or merging fields
• Files over 2MB
• Non-.docx file types or older MS Word documents renamed as .docx files

To learn more about importing your custom form styles, check out this article: Import custom form styles for invoices or estimates. 

I've got a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/uk-manage-customers-....

Fill me in if you need a hand with creating recurring transactions or any QBO related. I'll be here to ensure your success. Keep safe and healthy.

Hi there,

Sorry, I'm obviously not making myself clear,  you're telling me to take steps I've already explained aren't working.

I need to include CIS fields in my custom designed invoice templates. Where are they? They don't appear on the list of available fields. 

Thanks.

Let's make sure that they are mapped correctly before they were imported, andrew18. 

There are guidelines on how we should enter the custom fields and the details that will import and these details are the linked articles provided by my colleagues. Aside from importing a data we can use the Memo fields when entering the CIS information. 

We can import the template again map the fields:

1. Go to the Gear icon and click Custom Form Styles.
2. Select the New Style drop-down and click Import style.
3. Locate and open the word template file.
4. Click Next. 
5. Check the I want to map my template fields box above the YOUR FIELD column. 
6. Scroll-down to each field and map it into the QuickBooks Field. 
7. Hit Next and the Save.

I'll show you how to edit an existing template: 

1. Go to the Gear icon and click Custom Form Styles.
2. Click on Edit on the Standard invoice template. 
3. Select Content and click the Footer part of the sample shown at the right side.
4. We can use those fields and enter default messages. These fields are shown on reports and email invoices. 

We're here to help if you have further questions. Take care!

There are no EZ map fields for CIS Rate or Deductions to add to our/your imported invoices.

Another missed thing by QB.

Hi Wright, 

Thanks for joining this thread and flagging this. The invoice style for importing templates is currently still in beta testing, and so is not as evolved as the system that is used for the standard invoice style that is used by default in the system. We'll certainly pass this on as feedback with our development team in the hopes that this can be added to the range of EZ map fields in the future. 🙇‍:female_sign:

I have had the same issues.

Also the invoices do not have the required note to ensure that customers need to account for the DRC. The QB answer was to type it in on every invoice, clearly not a practical solution.

Again, more things not being done to help users

I'd like to add my voice to the comments above - I too am trying to create a CIS invoice for my Quickbooks setup using a custom Docx template (this is a UK thing). However, there doesnt seem to be an EZ code available to allow me to map my CIS data to the template I have set up. So it can't be done. Inasmuch as you must be doing this anyway (after all, we can produce CIS invoices in Quickbooks using the statndard Quickbooks templates) surely all you need to do is tell us what EZ codes you are using so we can map them to our own invoice designs ourselves. Given the other limitations QBO imposes on us (e.g. can't use more than one logo on an invoice - so what do you do if someone wants to include a gas safety mark alongside their own logo on an invoice ; or cannot invoice from anywhere other than the standard address - so what about those who have 2 or more branches ?), this is not a big ask. I hope therefore QBO can address this one super quick as the custom template solution is proving essential to overcome some of these other problems.