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RP1015
Level 1

Custom Invoice Templates

I made a custom template for invoices for Quickbooks online, but each line item takes up half a page.  If I have several line items, the invoice ends up being 3-4 pages long.  How can I fix this?  (Sample Attached)

3 Comments 3
MaryAnn_E
QuickBooks Team

Custom Invoice Templates

Good day, @RP1015.

 

It seems like a duplicate post. My colleague has already provided an answer for you. Please refer to this link: 

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-i-made-a-custom-invoice-...

 

Don't hesitate to drop by here in the Community if you have other questions. I'm always here to help.

RP1015
Level 1

Custom Invoice Templates

This is not a duplicate post.  Her answer did NOT solve my problem.  I am hoping someone else can come up with another solution.

MaryAnn_E
QuickBooks Team

Custom Invoice Templates

Hello there, @RP1015.

 

I'm here to ensure you'll be able to use your invoice template without any issues in QuickBooks.

 

You'll want to make sure to map these fields inside the tables in your DOCX file. EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets (<>) in your .docx template and matches those in QuickBooks fields to ease the mapping of your custom form.

 

Also, make sure to use the correct font styles and avoid using file types like audio and clip art, as this will cause issues when uploading your custom form.

 

First, let's map your template fields.

 

  1. Open your DOCX template.
  2. As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
  3. Replace all fields with scalar or table fields, as appropriate to your chosen form type.
  4. Make sure all fields match the EZ Map fields defined in the EZ Map catalog.

 

Then, save and upload your DOCX template.

 

  1. Go to the Gear icon⚙, then Custom Form Styles.
  2. Click the New style ▼ from the dropdown, then Import style
  3. If you don't see Import style, go to the Gear icon⚙, then QuickBooks Labs. Then turn on Import Styles.
  4. Select a form type.
  5. Select Upload your.DOCX file field, then find and select your .docx template.
  6. Select Next.

 

Before you save, preview your style to make sure it looks exactly the way you want it. Just click Save and name your style if it looks good. To make changes, either select Back or edit the file in your DOCX editor and import it again.

 

See this article for more details: Import custom form styles for invoices or estimates. It also contains the EZ Map Catalog and frequently asked questions about importing form styles in QuickBooks Online.

 

I'm adding this article Customize invoices, estimates, and sales receipts in QuickBooks Online on how to personalize the information that matters to your business. 

 

Let me know if you need anything else. I'll always be right here to help.

 

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