Importing custom invoices

Hello there, @abussiere.

I'm here to help and ensure you'll be able to import your invoice template without any issues in QuickBooks.

EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets (<>) in your .docx template and matches those in QuickBooks fields to ease the mapping of your custom form.

Also, make sure to use the correct font styles and avoid using file types like audio, clip art, etc. as this well cause issues when uploading your custom form.

First, let's map your template fields.

1. Open your DOCX template.
2. As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
3. Replace all fields with scalar or table fields, as appropriate to your chosen form type.
4. Make sure all fields match the EZ Map fields defined in the EZ Map catalog.

Then, save and upload your DOCX template

1. Go to the Gear icon⚙, then Custom Form Styles.
2. Click the New style ▼ from the dropdown, then Import style. 
3. If you don't see Import style, go to the Gear icon⚙, then QuickBooks Labs. Then turn on Import Styles.
4. Select a form type.
5. Select Upload your.DOCX file field, then find and select your .docx template.
6. Select Next.

Before you save, preview your style to make sure it looks exactly the way you want it. Just click Save and name your style if it looks good. To make changes, either select Back or edit the file in your DOCX editor and import it again.

See this article for more details: Import custom form styles for invoices or estimates. It also contains the EZ Map Catalog and frequently asked questions about importing form styles in QuickBooks Online.

I'm adding this article Customize invoices, estimates, and sales receipts in QuickBooks Online on how to personalize the information that matters to your business. 

You can always get back to me if you need additional assistance with this or any QuickBooks concerns. I'll get back to help you out. Have a good one.

I tried that and for some reason it keeps adding lines

see attached two documents. the word document is my template and the pdf is what QB keeps giving me

Hello there, abussiere.

You'll want to make sure to map these fields inside the tables in your DOCX file. But before we start, are you getting any error message when trying to import your invoice? Moreover, let me provide you information about this.

Certain fields are expected to be inside tables. The line item information like Quantity, Product, and Price are tabular and should be inside tables. However, if you're still getting issues with importing, I recommend contacting again our support team to help you with the import. They have the tools to pull up your account in a secure environment. Also, they have other additional tools like the screen share to help you verify why you're still unable to import your documents. 

Here's how to reach them.

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.
   • Ask the community to get help from businesses like yours.

For future reference, I have these help articles in case you have other questions about QuickBooks: Sales And Customers.

Let me know if you need anything else. I'll always be right here to help.