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Kferguson2019
Level 2

AI - INVOICING TEMPLATES

With AI becoming the norm, more of our clients have specific requirements for their invoices to be read by their AI bots.

 

I know all about how to customize invoices in QB, but the level of customization is very low, and I have specific fields that I must have that QuickBooks won't give me. 

 

How do I import a template that I can actually use? It appears that DES is the only file extension allowed, that is Corel Draw, I even started a free trial with them to see if I could convert my PDF and import it that way, no joy.

 

This MUST be an issue for more people than just me. Why can't we import our own PDF templates for our invoicing? Why is the customization so limited? PLEASE HELP ME, I am going to end up invoicing on my own, basically double invoicing with adobe.

 

At a complete loss.

Kate [Removed]

1 Comment 1
IrishNinoJ
QuickBooks Team

AI - INVOICING TEMPLATES

Hello there, Kate.

 

Although importing the AI-invoicing template into the QuickBooks Desktop (QBDT) isn't possible, I can provide an alternative option.

 

It's important to note that QBDT only supports importing .des files. I recommend looking for a third-party application that can convert your PDF template into a supported file format.

 

In addition, you can check out this article to learn how to receive payments for an invoice in QuickBooks Desktop: Record an invoice payment

 

If you have further concerns about importing invoice template in QBDT, feel free to come back here in the Community. We're here to assist you 24/7.

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