How can I use a different division name, location, and contact information with an invoice?

I can help you update an invoice, wreade78.

When you edit the customer's information within the Invoice other transactions shouldn't be updated. However, if you changed it within the customer profile, it'll affect other transactions. 

We can perform a few troubleshooting steps to isolate the unexpected behavior when editing an invoice.  Log in to QuickBooks using a private browser. To open one, you can use these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

After that, try to edit an invoice and save it to see if still affects other transactions under that customer. Here's how:

1. Go to the Sales menu and select Customers.
2. Select the customer and go to the Transactions List tab.
3. Look for the open and select it. 
4. Edit the invoice and click Save and close.

Open another customer invoice if it was updated based on the changes you made to the other one. If it works as expected, we can o back to the main browser and clear the cache. Using another browser such as Google Chrome, Internet Explorer, or Mozilla Firefox can also help us get rid of these kinds of issues. 

For more information on how to manage customer lists and transactions, check out these articles: 

• Manage your customer list
• Record invoice payments in QuickBooks Online

Feel free to mention me in your reply if there's anything else that you need help with. You take care always and have a great day!

@Catherine_B  thanks for your message.

I'm actually attempting to edit the invoice template. This is under the custom form styles. When I create a new template and change the company name on the new template, it changes the already existing template and changes the company name throughout the remainder of the software.

Does that makes sense?

Thanks!

@RenjolynC thanks for your response.

I don't have an "import style" option. I only have the other three options that are listed in your screenshot. Can you help with this?

I can help you turn the Import style feature, wreade78.

To be able to see the option to import your styles, we'll have to turn it on first. I'll show you how:

1. Go to the Gear icon and select QuickBooks labs.
2. Scroll down to the page and turn on Import Style.
3. Click Done.
4. Press F5 on your keyboard to refresh the changes. 

After that, you can go back to the Custom form styles page to see the Import style option. The references attached by @RenjolynC will help you customize and import your sales forms. 

Feel free to get back to us if there's anything else that you need. You take care always and have a great day!

@Catherine_B That worked! Thanks!

Hi,

The option to import a style or template is not an option with either of our QBO companies. :[

Hello @,

Let me help share information so you can import your style of sales transaction template.

Base on all the screenshots shared on this thread, have completed all those steps? If yes but the option to import your template is nowhere to be found, let's perform some browser troubleshooting to check if this is related to your current browser.

To start with, let's consider logging in to QuickBooks using a private or incognito window of your browser. You can follow the following shortcut keys below for easy navigation:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox and Safari: Ctrl + Shift + P

If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.

Additionally, you can also browse for the content in this helpful article for the steps in customizing your email messages for customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have any other questions, please let me know by leaving any comments below, I'll be here to help. Stay safe!