INVOICE TEMPLATE

I'm here to help you figure out why you're having a different template when importing your invoice, @BRIANE1. 

The discrepancy in the invoice template used during the CSV import process is due to the mapping differences between your custom invoice template and the CSV file.

The fields in the CSV file may not align perfectly with the fields in your custom template, causing the system to default to a different template during import.

To address this, I recommend that once the invoices are uploaded into QBO, you can easily change the template for each invoice to your custom template. This can be done by opening the invoice in QBO and selecting your preferred custom template from the template options.

See screenshot below for your visual reference.

Additionally, I recommend visiting the following article to learn more about the accepted CSV formats in QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.

I've got you these resources for additional reference and guide about importing invoice in QBO:

• Import custom form styles for invoices or estimates.
• Import multiple invoices at once.

Keep me posted if you have any additional questions about importing concerns. I'll be right here to help.

The csv format is correct. I downloaded the csv template provided by QBO and have been using the same file for months I just update the information. The custom invoice template worked for months and I haven't changed it either. Last month QBO started defaulting imported invoices to the "modern" template instead of the custom one. I haven't changed anything about my process but now my invoices look a lot different and do not line up in my envelopes. How do I fix this?

I understand the importance of working with templates we're comfortable with, @BRIANE1. 

Let me provide some additional insights on this matter. The reason why you're experiencing this is due to the new experience. QuickBooks Online has just transitioned to the new invoice layout. Thus, when we import invoices through CSV, QBO then sets the modern template as the default template. 

If you can switch to the old invoice experience, we use that as a workaround to manually add the invoices. 

We recognize how hard it is to transition to what we're used to, @BRIANE1. We value your understanding of these new changes. 

Moreover, I'll add this article about how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

For further concerns about managing your invoices in QBO, please don't hesitate to comment below. Keep safe always. 

Our company is experiencing this issue as well. Your support responses are unhelpful and ignorant of the problem.

We have hundreds of invoices to import through CSV, and we have absolutely NO DESIRE  to click through each and every individual invoice simply to deselect the atrocious "Modern" invoice layout.

• Do you understand why the Bulk CSV feature exists?
• Do you understand that clicking through each and every single invoice you've imported to change a setting completely defeats the purpose of importing items in bulk?
• Do I really need to break this down further for you to comprehend?

This is a BUG and not a feature. We have created a template that we want to use, and it has been set to the default form type, but your system is ignoring it. Why in the world should the word "Default" suddenly stop meaning default? Your system is clearly ignoring the default settings, and that is a problem you need to take care of.

Please take the issue seriously and fix this problem.

I acknowledge how important it is to streamline your workflow, especially when dealing with a large volume of invoices, @bsps. Let me provide you with some information about the new invoice experience in QuickBooks Online (QBO).

To begin with, please know that the new invoice experience in QBO features the Modernized template as its default setting. This means any invoices you import into QBO will automatically adopt the Modern template design.

However, QuickBooks provides the flexibility to change the invoice design manually. You can easily switch to your desired template by selecting the Manage icon and choosing your preferred Design.

I recognize that having the option to set your custom template as the default template when importing invoices in QuickBooks is significant, @bsps. I encourage you to send feedback directly to our Product Development team so they can consider including this feature in future updates. Here are the steps to do that:

1. Click the +New button, then Invoice.
2. Select the Feedback icon beside the Take tour icon.
3. Enter your comment.
4. Hit Submit feedback.
   
   

    

You can also track feature requests through this link: QuickBooks Online Feature Requests.

In addition, let me share this article to help with personalizing your sales forms in QBO: Customize Invoices, Estimates, And Sales Receipts In QuickBooks Online

For future reference, I'm adding this article about running invoice reports in QBO: Run reports in QuickBooks Online. 

We'll be here in the Community if you have further questions about managing invoices in QBO. We'll do our best to assist.