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RWC
Community Explorer **

Importing Custom Invoice Templates into QuickBooks Online

Please help! For the life of me I cannot figure out how to get multiple line items (item descriptions) to show up on my invoice. For certain customers we have to have an itemized invoice. But I can only get one line (first item entered) to show up on the invoice. I have a table with two rows of two cells.

 

I attached a copy of what I've created so far. It doesn't show the tables so not sure if this help.

 

Also, will I need to create two different invoices - one for customers who want an itemized invoice and another for customers who don't? 

7 Comments
QuickBooks Team

Re: Importing Custom Invoice Templates into QuickBooks Online

Hello there, @RWC,

 

You can only have one row per line item in the invoice template. You need to place table fields inside the table so it won't extract the data from the first row of the field.

 

If you want to start from scratch, you may download the recommended sample format here. Then, map the template fields by going through this article for more details: Import custom form styles for invoices or estimates.

 

Keep in touch on how this goes by leaving a comment below. I'm always around here in the Intuit Community to help.

RWC
Community Explorer **

Re: Importing Custom Invoice Templates into QuickBooks Online

Thanks for responding MaryLandT. I think I may have figured that part out. But now I'm running into a problem with my subtotal. It will show up on an invoice with multiple rows but doesn't show on an invoice with only one row.

QuickBooks Team

Re: Importing Custom Invoice Templates into QuickBooks Online

Thank you for getting back to us, @RWC.

 

With QuickBooks Online, aside from importing your preferred invoice template, you can also customize how would you like your invoice information to be displayed on your invoice. Let me help you ensure that your invoice template information matches with QuickBooks invoice fields.

 

When importing your invoice template, make sure to map the boxes with the correct invoice field so it will match the data entered on the actual invoice.789456.gif

Once the QuickBooks field is matched with the boxes on your imported invoice template, you can try to create a dummy invoice. By doing so, you'll be able to verify if it will display correct information.

 

For additional insights, you may check out these articles:

Please feel free to click the Reply button if you have other questions about customizing your imported invoice template. I'm always here to help.

Not applicable

Re: Importing Custom Invoice Templates into QuickBooks Online

I am having the same problem as the original post. I have one line item, and then the row under it says the same as the first. How do I fix it so that each row says what I need it to say? The total matches what I need it to be, btw. 

QuickBooks Team

Re: Importing Custom Invoice Templates into QuickBooks Online

Let's ensure you'll be able to import form styles seamlessly, @Amanda73Tempco.

 

First, double-check if all the fields are correctly mapped before importing. I addition, I also consider following the steps provided by MaryLandT to download the recommended sample format.

 

For more convenience and additional reference, you read this article: Import custom form styles for invoices or estimates.

 

You can also check these articles for your future reference while working with invoices:

 

Stay posted if you have any other questions. I'll be standing by to help!

Not applicable

Re: Importing Custom Invoice Templates into QuickBooks Online

I have read so many articles! I fixed that problem pretty quickly actually. Now my problem is that if I enter too much in my line item description table, my subtotal/taxes/total table moves off of the page. I cannot get my tables to stay put! We were able to do this in quickbooks desktop, but not in the online version. My entire document is either tables or text boxes. No typing outside of those. So I’m not understanding why it is still wrapping text! I’ve looked it up so many times, watched tutorials, and still nothing. Every time I think I get it, I import into quickbooks, everything looks perfect, then it prints out in a completely different font. I’m having so many issues I’m almost ready to throw in the towel and cry! 😭

QuickBooks Team

Re: Importing Custom Invoice Templates into QuickBooks Online

QuickBooks will display the entire line item description that you've entered, Amanda73Tempco.

 

This is why the info below it, which includes the subtotal and taxes, will move accordingly. You might need to shorten the description or use a third-party app that offers more customization options.

 

Just go to the Apps menu and proceed to Find Apps. I will also be sharing your feedback about the invoice templates to our product engineers. They'll take a look at this and check if they can do something about it in the next product updates. 

 

Post another question in the Community if you need more help. The QuickBooks Team is always here to guide you. 

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