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Nefastis
Level 2

Why can't I map <item> to "Item/Product/Service" in a custom form import?

If I map <item> from my docx to ANY other input (i.e., "customer name" or "company email"), the import works.

 

As soon as I map <item> back to "Item/Product/Service" the import fails.

 

If I map *any* other field (i.e. <total>, <company name> <quantity> to "Item/Product/Description" the import fails.

 

I have:

  • read the best practices PDF
  • cleared browser cache
  • tried it in a different browser
  • made sure it's not in a table header
  • made sure it's in its own table
  • deleted and rebuilt the fields in my docx
  • rebuilt my docx from scratch
  • reimported my docx dozens of times

Video of this happening is here.

 

It'd be kind of neat if I could display an item name on an invoice without wasting an entire day...

8 Comments 8
MJoy_D
Moderator

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Thank you for posting, @Nefastis.

 

This could be due to the table when creating your form style. You can try to format the tables through excel and then try to paste it on your word document (DOCX file).

 

In case, you're still encountering an error when trying to map the fields, then I suggest reaching out to our Customer Support team. They have the tools to check your account in a secure environment and isolate the error you're having when mapping the fields. 

 

Check the following article on how to contact the QuickBooks Online Customer Support team.

 

Let me know if there's anything that I can help. I'm always here to assist. 

Nefastis
Level 2

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Thanks @MJoy_D but pasting the tables from Excel produced an identical result: the field marked <item> will display anything EXCEPT Item/Product/Service.

Nefastis
Level 2

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Followup:

Starting with a brand new blank Word doc, dropping in a brand new table from Excel, <item> still won't map properly. #fail

 

Screen recording here.

MariaSoledadG
QuickBooks Team

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Hi Nefastis,

 

Thanks for getting back to us for the details.

 

Since you're still unable to successfully map the item with a new blank Word document, I suggest contacting our support team to verify your QBO mapping. They also have the tools to pull up your account in a secure environment.

 

Here's how to reach them:

  1. Sign in to your account
  2. Click Help.
  3. Select Contact Us.
  4. Type your concern.
  5. Click Let's talk.
  6. Select Get a callback.

I have included this link to understand more about reports and accounting in QuickBooks Online.

 

You can always leave a reply below if there are things that you want us to help. We're always right here to assist. 

Nefastis
Level 2

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Thanks @MariaSoledadG(posting this more for the community than anything else)— I spoke with support, did a screen share, demonstrated the issue, spent 50 minutes on the phone, and baffled my support contact.

 

The case was escalated into the black hole of engineering, which "may get back to me via email." Super.

Holdenmeup
Level 1

Why can't I map <item> to "Item/Product/Service" in a custom form import?

Did you ever get this issue solved?  Several years ago I created a template and the field for "item description" mapped with no issue.

 

But today I had to go into my template and make some changes to my company information and when I went to re-map every thing exactly as before I couldn't map "item, product, or service description"  and I couldn't map "amount/line total".  All my other fields mapped accordingly. It would not give me a PDF to preview. However if I went into those same fields and changed them to "Subtotal" for example..... it worked.  very strange indeed

q-b-o--user
Level 1

Why can't I map <item> to "Item/Product/Service" in a custom form import?

I ran into the same problem and finally figured it out.  It's in the Best Practices FAQ.  You have to modify the standard form style which is the only style you cannot delete in QBO.  Go in and edit the standard template in the custom form styles lists, select the content section, and check (Product/Service) and (Description) and that will fix the issue.  I checked everything from Date to SKU and it works fine.  I did not check the include description here or category under Product/Service.  I also did not check Include Quantity and Rate under Description.  You can probably toy around with them to see what works best.

 

Some data is not appearing in the printed or preview document. Why?
We use settings in your Standard form style to decide how data is handled and presented in your imported templates.
Please enable the desired settings in your standard style by following the steps below:
* Click the Gear Icon then select Custom Form Styles.
* Locate your Standard template, then click Edit.
* Enable your desired settings and click Save.
* Your data should now appear in your imported style.

q-b-o--user
Level 1

Why can't I map <item> to "Item/Product/Service" in a custom form import?

I ran into the same problem and finally figured it out.  It's in the Best Practices FAQ.  You have to modify the standard form style which is the only style you cannot delete in QBO.  Go in and edit the standard template in the custom form styles lists, select the content section, and check (Product/Service) and (Description) and that will fix the issue.  I checked everything from Date to SKU and it works fine.  I did not check the include description here or category under Product/Service.  I also did not check Include Quantity and Rate under Description.  You can probably toy around with them to see what works best.

 

Some data is not appearing in the printed or preview document. Why?
We use settings in your Standard form style to decide how data is handled and presented in your imported templates.
Please enable the desired settings in your standard style by following the steps below:
* Click the Gear Icon then select Custom Form Styles.
* Locate your Standard template, then click Edit.
* Enable your desired settings and click Save.
* Your data should now appear in your imported style.

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