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Karrie-Lucier
Level 1

Can i import our old invoice format, the ones QBO provides are beyond basic. We are A design company.

looking to import customized invoice template

1 Comment 1
JoesemM
Moderator

Can i import our old invoice format, the ones QBO provides are beyond basic. We are A design company.

I can see the importance of importing your invoice template, Karrie.

 

The option to import invoice template is unavailable. With this, I'd suggest sending feedback to our product development team since we make updates based on user feedback.

 

Here’s how:

 

  1. Select the Gear icon⚙.
  2. In the Profile column, click Feedback.
  3. Enter your comments and select Next to submit.

 

In the meantime, you can use your old template and set it as Default when creating an invoice. I'll guide you on how:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Click the drop-down arrow beside the template and select Make default.
  3. In the Invoice window, click the Manage icon.
  4. Select Design.
  5. Click Other Templates.

I’ll also share this article to help you personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I have included this resource that guides managing customer payments in QuickBooks for your future reference: Record invoice payments in QuickBooks Online.

 

Feel free to click the Reply button if you have any questions about managing invoices or any other QuickBooks-related topics.

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