Unable to modify new style invoice template

Hi there, @norstar.

Allow me to share some information about the modification of the new style invoices template in QuickBooks Online (QBO).

In QuickBooks Online, any changes made to your invoices before importing them will no longer be reflected. This is because QuickBooks Online will only follow the new form style, as the old form style is no longer available.

However, if you are referring to the template, you can select or create a new template and set it as the default template for your invoice. It's important to note that the new template will not be visible on the invoice page until you print or send an invoice.

Here's how to customize the invoice form and set it as default:

1. From the Gear icon, select Custom form styles.
2. Select New style (if you haven't created one) and select Invoice.
3. Modify your template according to your preferences.
4. Then select Done.

After creating a new custom form style, you can set it as default by clicking the Edit drop-down button and then select Make default.

For your reference, you can take a look at the following write-up to help guide you with utilizing your invoice template in QuickBooks Online:  Customize invoices, estimates, and sales receipts in QuickBooks Online.

Moreover, you can check this article to learn how to receive and record invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

You can leave a reply if you have more questions with the invoice template features in QBO, I'll be glad to help. Keep safe!

Hi Shaniamarie,

I am referring to the template.  I did exactly as you describe below and when I import is still picks up the QBO base new style form not my added text for late fees etc.  I set it to default after I created it then imported and nothing changed.   To recap, I created a new style invoice, made edits to add text, set it as default, imported csv file of invoices, opened each one and they all printed using the base new style invoice without my text.

Best regards,

Ed

I can assist with your invoice template concern, Ed.

Currently, we've received similar cases about default templates being replaced by modern templates when imported into QuickBooks Online (QBO). I recommend contacting our QuickBooks Support Team to be added to the affected users list and receive email updates on the investigation. Please include investigation number INV-112535 to expedite the process.

Here's how.

1. Go to the (?) Help icon.
2. Select Talk to a Human.
3. Enter a short description of your concern.
4. Click on I still need a human.
5. Tap Contact Us to connect with our live support.
6. Choose to Get a callback.

I'm also adding this resource to help personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. This way, you'll have attractive, professional-looking customer forms.

I appreciate your patience as we investigate the issue with your invoice template. Let me know if you need more help managing invoice templates in QuickBooks. I want to ensure you have a personalized template that fits your needs perfectly.