cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Multiple line items in custom invoice

Hello-

I'm trying to import my custom invoice template. I've successfully imported the word doc template and mapped the basic fields (customer name, address, etc..)

 

My question is: how do I map multiple line items within the invoice. For example: if I have one line item, I only want to map that single item. However, with the same template, if I have 4 line items, I want to show those items in this invoice. I've attached a screenshot of the line item area that is only showing the first line item in each invoice that I try to create.

 

Please advise.

 

Thanks,

Joe

 

Screenshot 2020-03-25 11.05.15.png

3 Comments
Highlighted
QuickBooks Team

Multiple line items in custom invoice

Hi gio2020,

 

You'll want to make sure that you've enabled all the columns so you can map multiple line items in your invoice. Here's how:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Click the drop-down arrow beside the New style button.
  4. Select Invoice
  5. Go to the Content tab, click the second part of the invoice on the other side.
  6. Make sure to tick the boxes to show the columns in your invoice.
  7. Click Done

For future reference, you can check out this link for more information about QuickBooks Online: Income and Expenses.

 

Let us know if you need further help from us. We're always here to help you anytime.

 

Highlighted
Level 1

Multiple line items in custom invoice

That's not quite what I'm talking about. I'm trying to import a completely custom invoice. New style --> Import style --> upload DOCX --> map fields... that's where I'm only showing one line item even if there are multiple associated with an invoice.

 

Do I need to call the fields something different? For example: <item description 1>, <item description 2>, etc?

Highlighted
QuickBooks Team

Multiple line items in custom invoice

You can import your styles again, @gio2020.

 

Let's ensure that the item field box of your invoice .Docx file is set as a table. So when you import your invoice it has multiple line items, it will just add another table and details in it.

 

I'm adding this article for more information on how to import styles in QuickBooks. It has a step by step guide and answers the most common questions about importing custom form styles: Import custom form styles for invoices or estimates.

 

Then you can create, print and send invoices in  QuickBooks. See this article for more detailed instructions: Create invoices in QuickBooks Online.

 

Also, you can check out our website it provides articles that will help help you in the future.

 

Please don't hesitate to tag me if you need my assistance. I'm here to help. Take care always.

Need to get in touch?

Contact us