QBO invoice customization

It’s nice to see you posting your concern in the QuickBooks Community, @WillisAndrew. I’ll share some insights about importing invoice templates from MS Word into QuickBooks Online. 

I understand that this feature is beneficial to you and your business. However, we’ll no longer have access to the Import Styles option in QuickBooks Lab for new QBO accounts after June 29, 2021. Existing accounts can continue to use DOCX templates uploaded before this date. 

Also, these file types can cause issues when uploading your custom form styles. Let’s ensure to avoid these: 

• 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

Alternatively, QBO gives you tools to create attractive and professional-looking invoices. Let me guide you on how: 

1. Go to Settings ⚙ and then select Custom Form Styles.
2. Select New Style.
3. Select the type of form you’d like to create a template for.

To learn more about importing, designing custom form styles, and personalizing your sales forms, check out these helpful resources: 

• Import custom form styles for invoices or estimates
• Customize invoices, estimates, and sales receipts in QBO

You can also utilize this resource here if in case you’ll want to know more on what’s new in invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.

The Community will always have your back if you need a hand with running your business in QBO. Wishing you and your business continued success.

Hello Fiat Lux - ASIA,

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.