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Level 2

Invoice template customization

I have Quick books Pro 2019. I would like to be able to see my customer's account numbers on my screen but when I go to template customization it only let's me check print not screen and print.  Is there a way to change this?

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Best answer March 31, 2020

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QuickBooks Team

Invoice template customization

Hey there, @hobbieheat

 

I hope you're enjoying your day so far. 

 

As of right now, the option to show the account number on the screen and print is unavailable for templates. This is due to product limitations. I can see how this could be beneficial to you and your business. If you'd like, I can submit product feedback to our developer team, so this can be considered in a future update. 

 

Please let me know if there's anything else that I could do for you today. Here in the Community, we are always happy to lend a helping hand in getting you back to business. Take care and have a good one! 

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5 Comments 5
Highlighted
QuickBooks Team

Invoice template customization

Hey there, @hobbieheat

 

I hope you're enjoying your day so far. 

 

As of right now, the option to show the account number on the screen and print is unavailable for templates. This is due to product limitations. I can see how this could be beneficial to you and your business. If you'd like, I can submit product feedback to our developer team, so this can be considered in a future update. 

 

Please let me know if there's anything else that I could do for you today. Here in the Community, we are always happy to lend a helping hand in getting you back to business. Take care and have a good one! 

View solution in original post

Highlighted
Level 2

Invoice template customization

Thank you for letting me know and yes could you please submit feedback to the development team.

 

Highlighted
QuickBooks Team

Invoice template customization

Good to hear from you again, @hobbieheat.

 

You're most welcome. I will personally make sure your feedback is submitted to our development team, just as my colleague @Tori B mentioned above. 

 

As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

Highlighted
Level 1

Invoice template customization

Dear All,

 

We currently use QuickBooks online which I just set-up. I am now in the customization of the invoice. I was able to set up one successfully but what I realized is that any time I design another invoice template the old one is always overwritten.

 

How do I resolve this challenge? 

Highlighted
QuickBooks Team

Invoice template customization

It's a pleasure to have you here in the Community, @so_baba.

 

Let me share with you some insights about customizing invoices in QuickBooks Online (QBO).

 

To start with, the version of Custom Form style in QBO is currently on the Beta version. This means that it's the very first version of the custom style. Thus, the old invoice template is overwritten once you create a new one.

 

For you to have different styles you want, you'll need to import a custom form style. I'll guide you with the steps on how to do it.

 

First, let's do the basics of designing your .docx template for your custom form. We'll be following the EZ Map field format for the mapping of your template. EZ Map fields are sets of identified keywords or fields in QuickBooks Online used to match the fields for the easy mapping process.

 

Next, let's identify what font styles that you can use and the file types you'll need to avoid. For the fonts, you can use Courier, Courier Bold, Courier-Oblique, Courier Bold-Oblique, Arial Unicode MS, etc. On the other hand, for the file types to avoid, they are: 

 

  • Audio, ClipArt, Word Art, Animated GIFS.
  • Embedded files, Adding or updating hidden links or merging fields.
  • Files over 2MB, Non-.docx file types, or older MS Word documents renamed as .docx files.

Then, we can now begin mapping your template fields consistent with the EZ map fields defined in the EZ Map catalog. 

 

Once done, we're good to go in uploading your DOCX template. Here's how to achieve this: 

 

  1. Click the Gear icon ⚙ then choose Custom Form Styles.
  2. Select the New style ▼ dropdown menu then Import style. If you don't see Import style, you can go to Settings ⚙ then tap QuickBooks Labs. After that, turn on Import Styles.
  3. Pick a form type.
  4.  Click Upload your.DOCX file field, then find and select your .docx template.
  5. Hit  Next to confirm the action.

 

Please refer to this article for the succeeding steps of the import process. It also contains the EZ Map Catalog described above and other frequently asked questions about importing form styles in QuickBooks Online: What are the steps and things to consider in importing custom form styles in QuickBooks Online?. 

 

Please let me know if you encounter any bumps along the way. I'll be here to help in case you have other questions with managing your invoices' custom form styles in QBO. Take care always and have an awesome day, @so_baba.

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