So, someone in our office tried to modify our current Invoice without making a backup and caused it to no longer work...and we cannot fix it...BUT, i'd like to go back to a saved "older" (last week) verision and restore it to a temporary location, then export my working invoice to another temporary location, and then finally import it into my current working version of my QB file...
Is this even possible? i have seen only one question where someone was told they cannot import their custom invoice into QB. Why would that be?
Solved! Go to Solution.
Does this response apply to QB Desktop? I don't see an export option, and the import option is just for pdf or csv files.
This should be really easy, and it is not. I am just going to recreate the invoice.
Good day, Gail_Budd.
Yes, it's applicable to QuickBooks Desktop.
Here's how you can import an invoice template:
Then, here's how to export the template:
Visit us anytime if you have further concerns. We'd be happy to help you.
I am working with QB Online. And I cannot see a way to export the custom invoice template from one file and import it into another.
The import function itself will only import csv or docx documents - so are we expected to export our invoice from one file into a word doc and then import it into the new QBO file?
Why is there not a simple Export custom invoice template, Import custom invoice template AS A QBO DOC?
Appreciate your response, Gail_Budd,
In QuickBooks Online, the option to export Invoice template is unavailable. I can certainly see how this specific feature would be helpful in the system. I recommend you leaving feedback to let our engineers know that this is the feature you're looking for.
Moreover, let me help share information on how importing custom invoice works in QuickBooks Online.
Here's what you'll need to do:
Here's a great resource that you can check on for more detailed steps: How to import custom invoices.
Please feel free to come back in if you have further questions about exporting and importing custom invoices in QuickBooks Online, I'd be here to help.