QBO Customer Invoice bulk upload defaulting to modern view

Hello DAN235,

Welcome to the QuickBooks Community! I will be happy to assist here. Before we start, could you check these settings or me to verify if Modern View is the default setting?

1. Open or create an Invoice transaction.
2. Click the Manage button, then select the Design tab.
3. Under the Other template section, choose Standard instead, then select Make Default.

Save these changes and let me know if it happens again when creating bulk. I'm always available to assist you with your additional concerns about managing invoice styles in QuickBooks Online. Just leave a reply below.

Hi Sasha,

Correct, I have already tried all of the steps provided in the link below. The problem is when importing invoices via (Import Data > Invoices >Upload a file to import data). The company has locations setup that would default under the company name in the invoices and now all the invoices default to the Legal Name.

The workaround of updating each invoice is not sufficient. If we are importing 200+ client invoices daily, this will take more employee hours to open each invoice and change to Standard daily. We lose in efficiency. 

Any other recommendations are welcome.

https://quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/customize-invoices-e1...

Thanks for responding, Dan235. 

I can see how how having the system automatically select the Standard view for imported invoices could streamline your workflow. It would save you time in manually adjusting each invoice, especially when handling a lot. However, the option to do so is currently unavailable in QuickBooks Online. That said, I encourage you to share your thoughts and feedback regarding this matter. It’ll help our product development team understand what users like you need, and they might consider your suggestions for future updates.

Here's how to provide your feedback:

1. Head to the gear icon.
2. Under Profile, select Feedback.
3. Enter your product suggestions.
4. Click Next to submit.

In the meantime, you might want to explore some third-party apps that could assist you with this task:

1. Go to Apps on the left navigation panel.
2. Click Find Apps.
3. Search for apps.

I'll just leave these articles for more info on the modern view:

• Customize reports in QuickBooks Online using modern view
• QuickBooks Online Migration to Modern View

You may also browse our help articles here to further assistance about QuickBooks Online.

If there's anything else I can assist you with or have other questions about importing invoices or the modern view, please don't hesitate to reach out. I'm right here to help you out, Dan235.