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.

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

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!!!

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

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???

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.

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.

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.

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?

@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. 

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

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?

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

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

After 9 weeks and 1 day, still no fix!!! You've made changes with the importing interface and yet this issue was not resolved???

Dear Intuit Quickbooks Engineers,
You have yet to implement a fix on my previous complaint, and now you've messed up again on adding sales tax on Non-Taxable invoices! I've uploaded 27 invoices today, and now you're making me go thru each of those and fix those one at a time? Are f#$%&* kidding me?

I recognize the significance of inputting accurate invoice details in QuickBooks Online (QBO) for seamless business operations, @dandz. Let me provide you with relevant information about this matter.

Please know that QuickBooks Online (QBO) is implementing automated sales tax for all users, which is why the invoice transactions you've uploaded are being automatically categorized as taxable. For now, I recommend reviewing each invoice entry and making necessary corrections to ensure the accuracy of the information imported.

For reference, please check out this article: Set up and use automated sales tax in QuickBooks Online.

Moreover, I understand the significance of importing your desired invoice layout when importing sales forms into QBO. However, please know that this functionality isn't supported by the software. For the time being, we can submit a product request to our engineering team. You can rest assured that we take customer suggestions seriously and are dedicated to providing the best for our customers.

Here's how you can submit your suggestions:

1. Go to the Gear icon menu at the top, then select Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

In the meantime, I recommend finding and integrating a third-party application that will help you bring accomplish this process with ease. To find one, you can follow these steps: 

If you want to learn more about adjusting and deleting your sales tax details in QBO, you can read this helpful article for guidance: Manage sales tax payments in QuickBooks Online.

I appreciate your patience as we look into this request thoroughly. If you need more help in handling your invoices and sales tax in QBO, just hit the Reply button below. I'll be sure to help you out anytime.

FIX THESE f@#$%^&* BUGS!!! YOU'VE UPDATED YOUR INTERFACE AND ADDED AUTOMATION OF SALES TAX AND YET YOUR SAMPLE CSV FOR IMPORTING INVOICES STILL HAS AN OPTION TO CHOOSE N FOR TAXABLE?!? ARE INTUIT QUICKBOOKS ENGINEERS REALLY THIS INCOMPETENT FOR NOT SEEING THAT PART WHEN IMPLEMENTING UPDATES???

ALSO, THE TAXABLE AUTOMATION DOES NOT HAPPEN ON MANUALLY CREATED INVOICES MEANING THE BUG ONLY HAPPENS ON IMPORTED INVOICES! SO GOOD JOB ENGINEERS FOR MAKING THIS DIFFICULT TO US USERS!!!

So finally, a QuickBooks Technical Support was able to suggest an alternative for importing invoices, because the bug on importing CSVs still persist, but at least there's an ongoing investigation now. The alternative is Spreadsheet Sync, but it requires at least a standard level of user access.

@dandz I so admire your tenacity.

I guess if you are using something on a daily basis, if it gets issues, you'll have to find a fix, or complain everyday until it gets fixed by someone else.

Just an update, the Spreadsheet Sync feature does not include a column for Service Date. It uses the date on the Invoice Date as the Service Date. So if your invoices need a different date for that, this does not work. I tried to look for a way that adds that column but was not able to find it. Tried chat support but they were not able to provide a solution. I'll try to call tomorrow.

11 weeks and still no fix!

Just an update, Invoice Template issues is still the same, but it looks like the taxation problem appears only on the Batch Action Print.

I guess users get to test this bugs and hand it out to Engineers. If only they are checking these forums actively.