Invoice template customization

Thank you for letting me know and yes could you please submit feedback to the development team.

Good to hear from you again, @hobbieheat.

You're most welcome. I will personally make sure your feedback is submitted to our development team, just as my colleague @Tori B mentioned above. 

As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

Dear All,

We currently use QuickBooks online which I just set-up. I am now in the customization of the invoice. I was able to set up one successfully but what I realized is that any time I design another invoice template the old one is always overwritten.

How do I resolve this challenge? 

It's a pleasure to have you here in the Community, @so_baba.

Let me share with you some insights about customizing invoices in QuickBooks Online (QBO).

To start with, the version of Custom Form style in QBO is currently on the Beta version. This means that it's the very first version of the custom style. Thus, the old invoice template is overwritten once you create a new one.

For you to have different styles you want, you'll need to import a custom form style. I'll guide you with the steps on how to do it.

First, let's do the basics of designing your .docx template for your custom form. We'll be following the EZ Map field format for the mapping of your template. EZ Map fields are sets of identified keywords or fields in QuickBooks Online used to match the fields for the easy mapping process.

Next, let's identify what font styles that you can use and the file types you'll need to avoid. For the fonts, you can use Courier, Courier Bold, Courier-Oblique, Courier Bold-Oblique, Arial Unicode MS, etc. On the other hand, for the file types to avoid, they are: 

• 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.

Then, we can now begin mapping your template fields consistent with the EZ map fields defined in the EZ Map catalog. 

Once done, we're good to go in uploading your DOCX template. Here's how to achieve this: 

1. Click the Gear icon ⚙ then choose Custom Form Styles.
2. Select the New style ▼ dropdown menu then Import style. If you don't see Import style, you can go to Settings ⚙ then tap QuickBooks Labs. After that, turn on Import Styles.
3. Pick a form type.
4.  Click Upload your.DOCX file field, then find and select your .docx template.
5. Hit  Next to confirm the action.

Please refer to this article for the succeeding steps of the import process. It also contains the EZ Map Catalog described above and other frequently asked questions about importing form styles in QuickBooks Online: What are the steps and things to consider in importing custom form styles in QuickBooks Online?. 

Please let me know if you encounter any bumps along the way. I'll be here to help in case you have other questions with managing your invoices' custom form styles in QBO. Take care always and have an awesome day, @so_baba.

When I customize the standard invoice, the changes do not show up on the invoice I am trying to create.

I got you covered, lance12.

On the create invoice page, you'll want to click on the Customize button located at the bottom part of the page. From there you can select the invoice template you created. You'll notice the changes after.

Furthermore, you can also set the customize invoice as default. Here's how:

1. In the Custom form styles page, look for the invoice template.
2. Click the drop-down arrow next to Edit and select Make default.

Check out these articles to learn more:

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

Let me know if you need further assistance.