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HAH9
Level 1

Can we upload to QBO a template for manual invoice & create new invoices to clients in QBO even if will not be created using any data in QBO? Will be all manual.

 
1 Comment 1
Jelayca V
QuickBooks Team

Can we upload to QBO a template for manual invoice & create new invoices to clients in QBO even if will not be created using any data in QBO? Will be all manual.

Thank you for reaching out to us, @HAH9. We appreciate your interest in importing templates into QuickBooks Online.

 

Currently, the option to import templates directly into QuickBooks Online (QBO) is unavailable. However, we have a solution for you! You can easily create your custom templates within QBO to tailor them to your specific needs. This allows you to personalize your invoice template. To create a new template, here's 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.

 

Then, you can start making changes to the layout and design. As you make changes, you'll see a preview of the template. You can then customize the details of your forms. 

 

Moreover, when creating an invoice, you can choose between the default template or one that you have designed. Or, set that template default for your invoices, sales receipts, and estimates.

ss part.jpg

However, if you have a specific template that you would like to use and it's not something you can create within QBO, there is still a way! You can utilize third-party services to create or import your desired template for invoices. Here's how:

 

  1. In your QBO account, go to Apps.
  2. Select Find apps.
  3. Type in keywords in the search bar or choose Browse categories.

 

For more details and information about what you can customize, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Feel free to check out these articles for your reference in managing your sales forms moving forward:

 

 

We understand the importance of customization and efficiency in managing your invoices, and we are here to support you every step of the way. Should you have any further questions or need assistance with creating or importing templates, please don't hesitate to contact us. Have a good one. 

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