Doesn't appear quickbooks lab in my advanced QBO

Welcome to the Community, @PMONC.

Let me provide information on why the QuickBooks lab is not appearing in your QuickBooks Online (QBO) settings.

As of 05/23/2023, QuickBooks Labs is no longer available for all QBO customers in all regions. That's why you're unable to see it on the Gear icon. With this update, QuickBooks Labs and all experimental features will also be gone (such as the Themes feature).

Additionally, we have decided to allow customers who had enabled Themes in QuickBooks Labs to continue accessing this feature temporarily. However, existing customers who had previously enabled Themes will still have access to them. To access Themes, simply go to the Gear icon and select Themes. Please note that any new or existing users who haven't enabled this feature in the past will no longer have the option to use it, as QuickBooks Labs has been officially removed. Also, the feature to import templates from QBDT to QBO is currently unavailable. 

For future reference, you can check this article to guide you in knowing your dashboard and the different views in QBO: Get started and adjust settings after you sign up for QuickBooks Online. 

Please feel free to leave a comment if you have further questions about QuickBooks Labs or other QBO-related concerns. I'll be happy to assist you.

But this qbdt option to import a template, how is it possible that it is no longer available? The nature of a company in its invoice is different, you cannot assume that this format must be standard, it does not make sense, please tell me how I can add other columns to the online invoice, I am paying $100 monthly for the QBO Advanced, If This is not possible, give me my money back and I won't continue using Quickbooks anymore.

I wish I could make it better. I can also see the importance of being able to import templates in QuickBooks Online (QBO). Let me provide you with some information so this will be taken care of, PMONC.

Currently, the option isn't available. You'll want to let our product team know how this is useful for your business by sending a request. To do so, follow the steps outlined below:

1. Go to the Gear ⚙ icon, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can track feature requests through the QuickBooks Online Feature Requests website.

Also, these are the available preset columns that can be found in your QuickBooks template.

You can use a third-party application if you want to add custom columns in QBO. Make sure to check out its reviews and ratings to ensure you're getting the application that is right for your business.

With this, you may want to import multiple invoices to QBO. You can do this from your spreadsheet. I've added this article for reference: Import Multiple Invoices At Once In QuickBooks Online.

Moreover, check out this article on how QuickBooks processes payments: Take And Process Payments In QuickBooks Online With QuickBooks Payments.

Please get back to us if you have any questions when importing templates. We're here to help you anytime.

Hello, I followed your instructions, first I looked for a third-party application and I couldn't find one, second I chose the import option, but a prompt message saying that you still working on taxes, and third if the QBO doesn't work for me due to this customization And the desktop can do it, could I change my license?  I believe that you should help us resolve

Hello there, @PMONC. I understand you're facing challenges importing your data to QuickBooks Online (QBO). Know that this isn't the experience we want you to have.

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are two distinct software products. They have significant differences in features and functionalities, which vary.

Furthermore, thank you for providing a screenshot. An error like this happens when your sales tax is on and you attempt to import an invoice transactions. You must turn off your sales tax first to import the invoices successfully. Then, proceed to import your invoices. Please take note that importing invoice templates is no longer available.

Moreover, it's not possible to directly change or convert your QBO subscription into a QBDT license. However, you can purchase a license and transfer your files from QBO to QBDT. Once the files have been moved, please cancel your subscription to avoid any inconvenience.

Additionally, you can check this article on personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let me know if you have any further queries or concerns regarding importing your data in QBO. I'll be here to give more assistance. Take care.

Hello Janbon, thank you for your response, but at the QBO level it does not allow me to add columns in the invoice, nor does it allow me to move the columns, create new fields or use new formulas, within the body box of the invoice, those are the problems that I have. We are facing up, that is why we have seen that in QBDT you do have that level of customization, but I can't find how to import that previously adjusted template in the QBDT and save it in the QBO, I don't know if you understand me? We have already called support at Intuit and they have told us that they are going to escalate the case to their programmers, but I still do not have the case ticket, how can I import the template?

This isn't the kind of situation we want you to experience. Rest assured, I’ll take note of this feedback and raise this concern with our management team. Your voice is important to us to ensure we give our users the quality service they deserve, PMONC.

We appreciate you for performing the recommended solutions provided by my colleagues. The option to add more columns to an invoice and import invoice template is unavailable in QuickBooks Online (QBO). However, you can use the custom fields features to add more details to your invoices since you are using the QBO Advanced version. You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor). Besides text, you can also create custom dropdown, date, and number fields. Here's how:

1. Go to the Gear icon on the top menu, then select Custom fields.
2. Click the Add custom field. If you’ve already created a field, you’ll see the Add field instead.
3. Enter the name of the custom field in the Name field.
4. Choose the type of data in the Data type ▼ dropdown that will go in your custom field: Text and number, Number only, Date, or Dropdown list. If you select the Dropdown list, enter the items in the list.
5. Select the category the custom field belongs to: Customer, Transaction, Vendor, or Project. Customer fields are for customer profiles, and vendor fields are for vendor profiles. You can assign transaction fields to sales forms (like invoices, estimates, and sales receipts) and purchase forms (like purchase orders, bills, expenses, and checks).
6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on purchase orders for your company first.
7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form. A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice).
8. When you’re finished, press Save.

To learn more about this one, you can check out this article: Create and edit custom fields in QuickBooks Online Advanced. You can also personalize and add specific info to your sales forms by following the steps in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

On the other hand, we'll need to reach out to our Customer Support Team to request the case number since you contacted them before. They'll pull up your account in a secure environment and process your request. To contact support:

1. Click the Help (?) icon.
2. Type in your concern, then click the Let's talk option.
3. Choose Contact Us to connect with a live support agent.
4. Select Start a chat with a support expert or Get a callback from the next available expert.

Furthermore, we're adding these articles to help you manage invoice payments and keep track of your transactions inside the program:

• Record invoice payments in QuickBooks Online.
• Run reports in QuickBooks Online.

We're always here willing to assist you with any QuickBooks-related concerns. Click the Reply button below or post in the Community again. Keep safe!