I need help. I cannot import custom forms as invoice templates. In Quickbook lab I cannot find the option to on the feature( As picture asstached). Would you pls someone tell me how can I do that. I am using QBO essential package. Thanks in advance.
I have some insights to share about importing custom templates in QuickBooks Online.
As of 29/06/2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. Existing accounts can still save and upload DOCX templates.
If you're using an old account, I'd recommend accessing your QBO on a private window and import the template from there. This mode doesn't save web searches and cookies.
Please refer to the shortcut keys I've listed below:
Ctrl + Shift + N for Google Chrome
Ctrl + Shift + P for Firefox & Microsoft Edge
Command + Shift + N for Safari
If you're now able to import the templates successfully, go back to your regular browser and then clear its cache to delete the accumulated junk files. Switching to other supported browsers can also help fix this issue.
If you're using a new account of QuickBooks, I'd recommend checking out for a third-party application to help import your templates.
For more insights about importing and customizing sales templates in QuickBooks Online, please see these articles:
Joining the thread to share some insights about this Import custom form styles option in QuickBooks Online.
Reading through your previous post, it looks like you are just trying to enable this feature. From the information we got from our Notifications Team, any company files who did not enable Import Styles from QBLabs on or before 6/24/2021 will no longer be able to activate it.
Any existing QBO companies who enabled this feature before the said date are currently not affected and will continue to have access. The Import Styles feature was disabled for newly created companies, and there are plans to completely remove this from all QBO companies in the future.
Otherwise, if you have this option enabled before and it had stopped working, you can continue working with our Support Team. They can check on this and create an investigation for a fix.
To get a hold of a representative to check your account, follow these steps:
Go to the Help menu then choose the Search tab.
At the bottom click on Contact us.
Enter the keyword Account Management and Billing in the What can we help you with? box.
On the next screen, scroll down to How would you like to connect with us section.
Choose Chat with us to initiate a discussion with a live agent.
Enter you account contact information then press Get a chat. When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:
Post here again for any QuickBooks questions besides this template import concern. I want to ensure you're taken care of, and I'm here to provide further assistance if you need any. Have a great day!