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AY123
Level 1

Custom invoice template

I want to upload my custom invoice Template to QB however I do not have the QB Lab available.

1 Comment 1
MadelynC
Moderator

Custom invoice template

I understand the importance of reflecting your brand identity through the Import Styles feature, @AY123. Let me provide you a solution to get your custom invoice template uploaded.


The Import Styles feature is unavailable for newly created companies or new users. Thus, QuickBooks Lab is inaccessible. You may consider using a third-party application to upload your customized invoice template to QuickBooks Online (QBO).


Please know that there are several reputable apps and platforms that seamlessly integrate with QBO, making the process more efficient. You can check out our Apps Center or browse your Apps menu to find a tool that meets your needs.


Here’s how:

 

  1. From your left navigation pane, go to the Apps menu.
  2. Select Find apps.
  3. Enter a keyword in the Search field.
  4. Choose an application.
  5. Review the features, then click Get app now.
    1.PNG


You may find these references helpful in understanding the benefits of the new invoice and estimate layouts, as well as how to add specific information that is most relevant to your business:

 


If you require further assistance or have other concerns besides importing a template, please don’t hold back on dropping comments below. I’m always here to help, @AY123.

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