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Join nowi am new to QB Online and can't seem to import my custom invoice template. i keep getting a bunch of lines that are not on my template. i called support but they were no help. please help. two of us have been trying for weeks
Hello there, @abussiere.
I'm here to help and ensure you'll be able to import your invoice template without any issues in QuickBooks.
EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets (<>) in your .docx template and matches those in QuickBooks fields to ease the mapping of your custom form.
Also, make sure to use the correct font styles and avoid using file types like audio, clip art, etc. as this well cause issues when uploading your custom form.
First, let's map your template fields.
Then, save and upload your DOCX template
Before you save, preview your style to make sure it looks exactly the way you want it. Just click Save and name your style if it looks good. To make changes, either select Back or edit the file in your DOCX editor and import it again.
See this article for more details: Import custom form styles for invoices or estimates. It also contains the EZ Map Catalog and frequently asked questions about importing form styles in QuickBooks Online.
I'm adding this article Customize invoices, estimates, and sales receipts in QuickBooks Online on how to personalize the information that matters to your business.
You can always get back to me if you need additional assistance with this or any QuickBooks concerns. I'll get back to help you out. Have a good one.
Hello there, abussiere.
You'll want to make sure to map these fields inside the tables in your DOCX file. But before we start, are you getting any error message when trying to import your invoice? Moreover, let me provide you information about this.
Certain fields are expected to be inside tables. The line item information like Quantity, Product, and Price are tabular and should be inside tables. However, if you're still getting issues with importing, I recommend contacting again our support team to help you with the import. They have the tools to pull up your account in a secure environment. Also, they have other additional tools like the screen share to help you verify why you're still unable to import your documents.
Here's how to reach them.
For future reference, I have these help articles in case you have other questions about QuickBooks: Sales And Customers.
Let me know if you need anything else. I'll always be right here to help.
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