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Level 1

Importing invoice from QuickBooks Desktop to QuickBooks Online.

Are there any experts out there who can import a QB Desktop invoice into QB Online? Happy to pay. I have exported the invoice but it defaults .DES - this is way outside my comfort zone, haven't got a clue what I am doing and also time poor. Client just wants her invoice to look like the desktop version.

 

Thanks in advance.

 

 

(Title has been edited by moderator for clarity)

Solved
Best answer 11-09-2017

Best Answers
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Level 10

Importing invoice from QuickBooks Desktop to QuickBooks Online.

@afodr

 

Just a suggestion, you may also want to attach invoice screenshot from the QB desktop. Depending on the desktop invoice template, it may not even possible to format the same in QBO. In QBO, the Customs Form Styles are totally different than QBD.

View solution in original post

10 Comments
Highlighted
Level 10

Importing invoice from QuickBooks Desktop to QuickBooks Online.

@afodr

 

Just a suggestion, you may also want to attach invoice screenshot from the QB desktop. Depending on the desktop invoice template, it may not even possible to format the same in QBO. In QBO, the Customs Form Styles are totally different than QBD.

View solution in original post

Highlighted
Level 1

Importing invoice from QuickBooks Desktop to QuickBooks Online.

Hi
Thanks. I thought about it but it had clients details on it. I will amend and upload.
Highlighted
Level 15

Importing invoice from QuickBooks Desktop to QuickBooks Online.

@afodr

 

Desktop templates can not be imported to QBO at all.

 

Desktop is more functional than QBO, the chance that there are custom fields is high in desktop, and those fields do not exist in QBO.

 

In QBO you have to start from scratch with the (sad) built in templates, or use the advanced template designer in word.  Last I checked you first had to go to the  menu gear>settings>quickbooks labs and turn on custom styles (or whatever it is called)

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Level 15

Importing invoice from QuickBooks Desktop to QuickBooks Online.

.des = Designer file, for Intuit Desktop QB. I believe only an Adobe Pro program can work with them (other than QB), which means that tool would be able to save this out for you as another filetype, which certainly would be pdf. Desktop also allows you to Save as PDF, so getting a PDF for it is easy. Then, a tool that converts PDF to .docx would be used, and now you have a Word filetype.

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Level 1

Importing invoice from QuickBooks Desktop to QuickBooks Online.

Has anyone actually trying doing it this way?  Downloading as PDF then converting to DOCx?  I hope it works because I have been spending too many hours trying to get my invoice right in QBO.  Not very impressed with QBO right now.

Highlighted
Content Leader

Importing invoice from QuickBooks Desktop to QuickBooks Online.

Hey QDT,

 

I appreciate you reaching out to us here in the Community.

 

An additional option to add to the others mentioned above, is a new feature in QuickBooks Online called Import Style. This invoice importer allows you to bring in your .docx files from Word. Import Style can be accessed by:

 

1. Click the Gear icon in the top right corner.

2. Select QuickBooks Labs, in the Your Company column.

3. Scroll down until you see "Import Style," toggle the switch to ON.

4. Click Done.

 

If you'd like to see additional options for importing invoices, I recommend leaving feedback for our product development team. You can enter your message by clicking the Gear icon and then selecting Feedback. This is a great way to make your voice heard, as your message will go directly to the engineers.

 

This information will help, but if you have any other questions please let me know. I wish you and your company continued success.

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Level 1

Importing invoice from QuickBooks Desktop to QuickBooks Online.

Is there a way to save a desktop version invoice template and import that into QB Online?  I have about a case of preprinted invoice borders, etc based on my old desktop template and I'd rather not have to toss those.  I want to be able to bring that template into QBO.  Can it be done?

I have spent a couple hours recreating that invoice in word, but when I get to the last step to preview it, QBO downloads some kind of file it wants to call "print" and there's no file extension, and then it stops.  It doesn't let me complete the template upload.

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Level 15

Importing invoice from QuickBooks Desktop to QuickBooks Online.

.des = QB desktop Designer Files are proprietary to QB Desktop and do not import into QB Online.

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Level 1

Importing invoice from QuickBooks Desktop to QuickBooks Online.

It would be nice if the QBO team could make a custom column in the table section of the invoices that could be used instead of the date option. Or for the date column to be editable as to the type of field it is and not be restricted to a date only entry.  I have been trying for hours to figure out how to add a column so I can have my job numbers listed on the invoice. I have tried importing a docx file with no success. The EZ map field codes are limited. We have been using QB Desktop for 12 years and thought this would be a good move. We are reconsidering now.

Highlighted
Moderator

Importing invoice from QuickBooks Desktop to QuickBooks Online.

I appreciate you for your feedback, Betzie C.

 

Rest assured, I'll be sharing your idea with our developers. They'll review the option to add a custom column on the invoice page and may consider adding it on our future updates.

 

You can also visit our blog to stay updated on our new feature released.

 

Don't hesitate to tag me if you need my assistance. Take care!

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