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Join nowI just upgraded from Desktop 2020 to Online. I am trying to copy/import my existing invoice and estimate template into QB Online. I have searched online for solutions and I keep reading about using QB Labs to do this. However, it appears that QB labs is no longer available.
Is there a way to import my desktop templates to the on-line version? I would hate to try and re-create them.
Is there a 3rd party app or service that can assist?
Thanks from a newbie On-Line user.
Hello, fireman_pete.
Thank you for reaching out to the Community. You can export your invoice template from the 2020 QuickBooks Desktop to QuickBooks Online. However, please note that when you import the template into QuickBooks Online, you'll need to have a QuickBooks Advanced version. If you're not currently using QBO Advanced, you can upgrade your version to QBO Advanced.
On the other hand, you can utilize a third-party app to import the template into QuickBooks Online to make the process quick and easy. This way, you'll have everything you need right at your fingertips without hassle or confusion.
However, we cannot recommend a specific application to meet your needs. We kindly suggest that you utilize our store application as it may provide a suitable solution. Popular apps in QuickBooks.
Here's an article that you can use as a reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This article provides detailed information on personalizing your invoice.
You can also check this article that can guide you in importing your own invoice style to your QBO account: Import custom form styles for invoices or estimates.
Feel free to touch base with us anytime if you need further assistance. I'll be right here to help you. Have a great day!
Thanks for the feedback. Can someone in the QB community recommend an app that will allow me to import my desktop invoices into QB online? I am using the basic/simple on-line QB.
Thanks!
Can someone in the community recommend a 3rd party app that will allow me to import my desktop Invoice and Estimate template in my QB Online? Thanks!
To my knowledge, there is no way to convert template forms from QB Desktop to other programs including QBO. Template form files (*.DES) only work for QB Desktop. You should stay with QB Desktop.
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