cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

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
Best answer December 10, 2018

Best Answers
Highlighted
Level 8

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

There are both export and import options from the file menu in layout designer.

View solution in original post

10 Comments 10
Highlighted
Level 8

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

There are both export and import options from the file menu in layout designer.

View solution in original post

Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

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.

 

Highlighted
QuickBooks Team

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

Good day, Gail_Budd.

 

Yes, it's applicable to QuickBooks Desktop.

 

Here's how you can import an invoice template:

  1. Click Lists.
  2. Choose Templates.
  3. Click the Templates drop-down arrow, then choose Import.
  4. Look for the file, then click Open.

Then, here's how to export the template:

  1. On the Templates window, click the Templates drop-down arrow, then choose Export.
  2. Choose a folder where you will save it, then click Save.

Visit us anytime if you have further concerns. We'd be happy to help you. 

 

Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

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?

 

Warmly,

 

Gail

Highlighted
Moderator

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

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. 

 

Here's how:

  1. Click the Gear icon at the top then select Feedback.
  2. Enter your comments or product suggestions then click Next.
  3. You’ll be provided with a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category then select Send message.

Moreover, let me help share information on how importing custom invoice works in QuickBooks Online. 

 

Here's what you'll need to do:

  1. Enable import style.
  2. Create your template in Microsoft Word.
  3. Import your custom invoice template.
  4. Map marked areas in your document to data fields.
  5. Use your imported template for transactions.

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. 

Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

The export instructions only allow me to save the invoice template as a QB exclusive doc, not an excel file. Is there any way to download it into excel?

Highlighted
Moderator

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

Hello there, PeacockAcctg.

 

Exporting the invoice template to excel is unavailable. As of now, there isn't a way where we can download it to excel. 

 

I'm here to take note of the information you've shared with me. I'll make sure to forward them to our software engineers. Also, they'll evaluate your suggestion. This way, adding an option where we can download the invoice templates might be given a chance to be included in the next product updates.

 

We would like to hear from you again. Please let me know if there's anything else you need. I'll be around. Take care!

Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

May I just add that this facility would be very useful.  I just cannot get invoices in QBO to look anything like those I am used to creating in Desktop.  As consultants, for example, we usually want to have a line somewhere stating what a project is all about.  Then in the main items etc listing state time spent, costs etc.  If I use one of the custom fields to state project title, I cannot change it's width.  If I put a line into the items etc, it always gives me a date on that line, which I do not want. This is rather different from a company selling 28 widgets at £2.50 each! 

Even a simple thing, such as making my logo larger (it's set as large, but still comes out tiny) or moving my Co address etc all the way to RHside, seems impossible.

I have tried making templates from scratch i n Word, but cannot get anything to import even 1/2 correctly.

So - please either give us the ability to work on an existing template, OR put in something like the layout designer from Desktop?

Thanks .... in hope!

Richard

Highlighted
QuickBooks Team

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

Thank you for the detailed insights added, @Richard AAL.

 

We're able to customize form templates from the Custom Form Styles window in QuickBooks Online. Also, we can add or customize the company logo as long as it's formatted as a .gif, .bmp, .jpg, .jpe, or .jpeg and it's smaller than 10 MB.

 

In addition, you can prepare and design form styles for invoices as long it's properly mapped and prepared correctly. You may use our samples, as your guide.

 

For additional reference about these features, you can read these articles:

 

On the other hand, I understand the importance of being able to adjust the width of the forms custom fields as well as making the logo larger. I'll take note of all of your insights and ensure to pass along this to our product developers. This way, they'll know about our customer's needs and might consider the features in the coming updates.

 

To stay current with the latest QuickBooks news and updates, feel free to visit our blog.

 

As always, read our help articles in case you need tips and related links in the future.

 

You can get back to me if you have any other questions. I'm a post away to help. Have a good day!

Highlighted
Level 1

How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

THis sucks

Need to get in touch?

Contact us