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G
gilmorebeancount
November 28, 2018
Question

How do I create two different invoice templates? I need one with a different remittance address for a factoring company and one with my address.

  • November 28, 2018
  • 2 replies
  • 15 views
No text available

2 replies

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
November 28, 2018

Good day, gilmorebeancount.


Welcome aboard in the Online Community. I'm glad to let you know that you can use the built-in template and import a custom invoice in QBO to create invoices with different remittance address.

 

The Import style feature allows you to create sales forms that match your brand's style. You can personalize them to suit your needs.

 

When creating the template, indicate the text that you want QBO to map data. To do so, mark it by using the opening and closing angle brackets.

 

From there, you can either enter the company’s factory address or your own address.


To visually guide you through the steps, refer to the How to import custom invoices article. For future references check out this link on how to customize invoices and sales forms.


After importing the template, you can start sending invoices with the appropriate address. To switch to the custom template and vice versa, click on the Customize button and choose the template you want to use.

 

That'll do it. The resolution steps will keep you moving today.

 

Keep me posted if you have questions about the process. I'll be glad to assist you further. Wishing you the best.

G
gfle
April 24, 2019

Is there a way to do this in Quickbooks Desktop?  The import article only discusses QB Online. 

K
KhimG
Level 7
April 24, 2019

Hi there, @gfle.


Thanks for reaching out to the Community. I’d like to join the conversation and share some information about importing templates in QuickBooks Desktop.


Similar to QBO, you can customize the built-in templates for your invoices and other transactions. Let me show you how:

  1. Go to the Lists menu and select Templates.
  2. Select the template you want to customize from the list.
  3. Click the Additional Customization tab.
  4. Update the template to only show the information you want.
  5. Hit OK.

 

 

 

 

If you wish to import your personalized form, follow the steps below:

  1. Go to the Lists menu and select Templates.
  2. From the Templates drop-down, select Import.
  3. Locate the template you want to import and select Open.
  4. Keep the original name of the template or change it.
  5. Click OK to see the imported template on the list.

 

 

 

For more information about this, take a look at this article: Use and customize form templates.


That should get you pointed in the right direction.


Let me know if this works for you, I’m always here to keep helping. Take care and have a pleasant day ahead!

K
kparris
March 10, 2020

I am trying to do the same thing in creating two different invoice templates and I would like to change the content on each invoice template. Right now I have created 2 different invoice templates but whenever I change the content on one, the content information changes on the other.  What can I do to solve this?

Rose-A
Rose-A
Level 10
March 10, 2020

Hello, kparris.

 

I'm here to help and ensure you'll be able to change the content on each invoice template. Modifying the content for one template will not affect the others. You may want to make sure you're not changing the content for the same template.

 

Once verified, the behavior you've experienced is probably a browser-related issue. Let's run some basic troubleshooting steps to isolate the problem. You can try logging into your QuickBooks account using a private browser. 

 

Here's how to open a private window in different browsers:

 

  • Google Chrome: press Ctrl + Shift + N.
  • Mozilla Firefox: press Ctrl + Shift + P.
  • Internet Explorer: press Ctrl + Shift + P.
  • Safari: press Command + Shift + N.

If you're able to modify the content without affecting other templates, you should clear your web browser. Web browsers store info about your everyday usage in an attempt to respond faster. It’s a good idea to clear your browsers regularly.

 

If you're using QuickBooks Desktop, verifying and rebuilding your data is a good start when it comes to fixing template-related issues.

 

I'm leaving you some articles to learn more on what you can add when customizing your templates in QuickBooks Online and Desktop:

 

I'll be around to help if you need additional assistance in customizing your sales forms. Just hit the reply below.

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