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info-danwonderly
Level 1

How do I import an invoice template I created in quickbooks desktop into quickbooks online?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

How do I import an invoice template I created in quickbooks desktop into quickbooks online?

You cannot import or convert templates from QBD to QBO.

Carneil_C
QuickBooks Team

How do I import an invoice template I created in quickbooks desktop into quickbooks online?

I appreciate your interest in importing invoice templates from QuickBooks Desktop to QuickBooks Online, @info-danwonderly. I’m happy to share some insights regarding this concern.

 

In the meantime, I agree with Fiat Lux - ASIA's response. We're unable to import invoice templates from QBDT into QBO. Thus, QBO supports DOCX file templates.

 

Alternatively, you might consider looking for a third-party app in QBO that allows this feature. I'll show you how:

 

  1. From the left panel, click Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar and enter the keyword to look for an app.
  4. Choose an app from the list.

 

Furthermore, you can check this article for the detailed steps on how to import invoice templates in QBO: Import custom form styles for invoices or estimates. It includes the file types to avoid creating a customized invoice form.

 

Once this is settled, I have an article that'll help you account for your customer payments: Receive invoice payment.

 

Please let me know if you need clarification about managing invoices, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day, and stay safe.

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