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SWyatt502
Level 4

When importing invoices in QBO, my default invoice form is not being utilized.

I send quarterly invoices out to over 90 companies. I use the IMPORT DATA feature under settings. My import goes just fine - however, QBO is not using my default invoice template. I reached out to support and showed them what I meant. I pulled up one of the produced invoices, Print Preview, and showed that verbiage I have on the default was not appearing on the page. I use CUSTOMIZE invoice and it shows the correct template as being checked - but again, doesn't print the template as designed. She then had me recreate a test invoice. When I did that - it printed the template as designed. Therefore, her solution to me was to recreate all 90 invoices. I asked what the point of the import feature was. She then tried to upsell me to use a different feature in QBO that might work. I declined saying I preferred that the features I'm already paying for to work. The issue HAS to be in the import process. No where during this process does it allow me to select my form - just import the data. I've attached a pdf with the screen shots. Page 1 show my template design. At the bottom left, I have some verbiage with invoice dates that should be on every single invoice. Page two shows the invoice that is actually generated by the import process. You'll see the verbiage in the bottom left is not there. Therefore, the system is selecting the wrong form. There is a burp somewhere. Any ideas?

14 Comments 14
Rea_M
Moderator

When importing invoices in QBO, my default invoice form is not being utilized.

Hello there, @SWyatt502. I'd like to provide some insights about importing invoices in QuickBooks Online (QBO) and guide you on the steps you need to take care of this matter.

 

I can see how the benefit of being able to utilize your default form (including the Memo section) when importing invoices would aid you in managing your transactions with QBO. However, the said option is currently unavailable. You may opt to manually edit each of your imported invoices or recreate all of them (as suggested).

 

You may check out this article to answer the most frequently asked questions about importing data to QBO: Common questions about importing data to QuickBooks Online.

 

We take your suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Also, you may want to see all your transactions on a certain report like the Profit & Loss or the Balance Sheet in your QBO account. In case you need help in doing so and a guide in familiarizing how to utilize the Reports feature, please check out this article as your reference: Run reports in QuickBooks Online.

 

Let me know in the comments if there's anything else you need or concerns about importing and managing invoices in QBO. I'll gladly help. Take care, and have a great day, @SWyatt502.

SWyatt502
Level 4

When importing invoices in QBO, my default invoice form is not being utilized.

Just another example of QB providing a service that does nothing.  What is the point of having an import feature if you can't use it?  smh

 

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

This has happened to me today. Currently waiting for a Support Supervisor because the support that took my call is incompetent on this issue. Looks like this bug happened after the latest update, wherein they implemented a new layout or User Interface. To think that this problem was almost 2 years ago already, and yet supports are still not prepared for a fix?! THIS SUCKS!!!

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

I'm still waiting for the call back for the fix on this issue.

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

Quickbooks Support,
Is it that hard for you guys to fix this issue??? It happened 2 years ago and you were able to fix it back then! Did you forget the fix???

LollyNino_C
QuickBooks Team

When importing invoices in QBO, my default invoice form is not being utilized.

Welcome to the Community,
 
We'd love to help you achieve your goal, but I just need some more information to help me get on the same page. Would you mind telling me more about it? Like, what specific errors or issues have you encountered? This way, I can provide you with an accurate resolution.
 
I appreciate any details you can provide. I’m looking forward to your reply. Have a great rest of the day.

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

It's like the problem of the original post. When importing invoices, the default template is not utilized. So imagine if you import 100+ invoices, you'll need to go modify each of those invoices so you could print it how you wanted it to look. But when creating invoices one at a time, it works fine.

AlverMarkT
QuickBooks Team

When importing invoices in QBO, my default invoice form is not being utilized.

Thank you for returning to this thread, @dandz. I appreciate your input regarding printing imported invoices in QuickBooks Online (QBO).

 

As of posting, it's only possible to print imported invoices to a customized template by modifying them individually. I'm here to share how you can send feedback to our product engineers.

 

I recognize the need for applying a customized default template to imported invoices, and your experience highlights where the software needs to improve. I encourage sending feedback to our product engineers to consider implementing this in future updates. Here's how:

 

  1. In your QBO account, go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

I'm also adding this guide for receiving customer payments in QBO: Record invoice payments in QuickBooks Online.

 

We'll be here in the Community if you have further concerns about printing invoices or applying templates in QBO. We'll do our best to assist.

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

That's it? No fix? Come on! This bug happened 2 years ago! It was fixed, then the last update messed it up again, and now you're asking me to take time, again, to send feedback?

SWyatt502
Level 4

When importing invoices in QBO, my default invoice form is not being utilized.

@dandz Welcome to the world of Intuit.  smh.  You'll love this....I've been trying to change my payroll bank accounts since Jan 2023.  They still can't get it to work. The system absolutely will not allow me to update/change the bank accounts.  I had to start running live checks because of it.  Isn't Intuit great?  What a value for our money. 

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

Wow! I'm glad that's not part of my tasks! Good luck Bruh!

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

Still no fix??? Wow!!! I'm pretty sure your engineers are not this incompetent! Are they not seeing this thread or no proper escalation was made?

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

After 7 weeks and 1 day, still no fix???

dandz
Level 2

When importing invoices in QBO, my default invoice form is not being utilized.

After 8 weeks and 1 day, still no fix!!! Are the QB Engineers really ignoring this?

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