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modemers
Level 1

Invoice Templates

is there a way to change the date format in an INVOICE template?   Everything I find tells me to go to Reports and Graphs under my preferences.  But THAT doesn't carry over to invoices.  I way my invoice date to read as words: December 25, 2021  ~  NOT as 12/25/2021

Solved
Best answer September 10, 2021

Best Answers
BigRedConsulting
Community Champion

Invoice Templates

Unfortunately there doesn't appear to be a way to do that.

View solution in original post

4 Comments 4
BigRedConsulting
Community Champion

Invoice Templates

Unfortunately there doesn't appear to be a way to do that.

MirriamM
Moderator

Invoice Templates

I appreciate you performing some steps to change the date format of your invoice template, modemers.

 

The settings on the Company preferences tab are for the date format of your reports. Right now, the option to change the date format on your invoice is unavailable. I can see how the functionality you're looking for is essential to your business. Thus, I recommend leaving feedback for our Product Developers. It is to let them know your desire to have this feature.

 

To send feedback, here's how:

  1. Go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Choose a feedback type and product area on the QuickBooks Feedback window. 
  5. Enter your suggestion or feedback, name, and email address (optional).
  6. Once done, click on the Send Feedback button.

I also suggest visiting this link. It's a forum where customers' feedback is listed. You'll also see from there if your feedback was already submitted by other users.

 

If you have other questions about your invoices, please let me know. I'm happy to answer it for you. Have a good day.

Kferguson2019
Level 2

Invoice Templates

Can you help me? I have specific requirements for an AI Bot one of my customers uses, and this will be more adn more the norm, but QB invoicing customization does not allow for the fields that I need.

Does Intuit plan to allow us to import our own PDF templates so that our clients AI bots will work? I don't understand how this can be something that intuit has missed, how is that possible?

As it stands I am going to have to double invoice, once in QB and again in Adobe, to comply with their needs. That is not tenable. 

I know all about how to customize invoice templates in QB, please don't explain that to me again, and I even tried to import a template as a DES file, but it would not allow for it. 

I need someone to call me.

Thank you.

RhoiceW
QuickBooks Team

Invoice Templates

Hello there, Kferguson2019.


Thank you for joining on this thread.


As per checking, it seems that my colleague, IrishNinoJ, has already addressed your concern. For more information, please click this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-ai-invoicing-templates/0...

 

Please comment below if you still have concerns about importing templates for your invoice. I'm here to lend you a hand.

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