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Everything you need to know about banking in QuickBooks Online - Discover more
Hedgebob
Level 1
posted
‎June 24, 2019 11:46 AM
last updated ‎June 24, 2019 3:46 AM

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

 
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GeorgiaC
QuickBooks Team
QuickBooks Team
‎June 24, 2019 11:51 AM

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

Hi Hedgebob,

 

Can I check what version of QuickBooks you have upgraded from?

 

Thanks :)

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Rustler
Level 15
‎June 24, 2019 01:04 PM

I've just upgraded to QB online but my invoice templates etc have not transferred with the data. Will I have to re-do them?

all templates from desktop will not transfer to QBO.  You have to create the template you want in QBO from scratch and be aware, QBO is not anywhere near as flexible as desktop

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