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New Member

Import customer fields in Invoice into QBO

Hi. In my Invoice I have some Custom fields. When Importing Invoice to QBO I want these fields to be shown in QBO. How can I do this? Version of QBO is Plus.

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Moderator

Import customer fields in Invoice into QBO

Welcome to the Community, Alexa7.

 

I'm here to show you how to import your invoice custom fields in QuickBooks Online (QBO).

 

Let's begin by turning on the Import Style option. Just follow the steps below:

 

  1. Go to the Gear icon.
  2.  Choose QuickBooks Labs.
  3. Then turn on Import Styles.
  4. Click Done to save.
    QBO importstyle.PNG

 

After enabling this option, you can use the sample format and start mapping your template fields. I'll walk you through the steps on how to do it:

 

  1. Open your DOCX template.
  2. As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
  3. Replace all fields with scalar or table fields, as appropriate to your chosen form type.
  4. Make sure all fields match the EZ Map fields defined in the EZ Map catalog.

Once done, you can save and upload your DOCX template in QBO:

 

  1. Go to the Gear icon, then Custom Form Styles.
  2. Select the New style drop down menu, then Import style.
  3. Choose a form type.Scalar vs Table fields
  4. Choose Upload your .DOCX file field, then find and select your .docx template.
  5. Click Next.

For more details about the whole process, you can refer to this article: How to import custom invoices.

 

To test it out, you can apply the template to your invoice.

 

Here's how:

 

  1. Open an invoice.
  2. Click Customize.
  3. Choose a template.
  4. Fill in the necessary information and click Save and close.

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You can also find out more information about customizing invoices and other sales form through this article: Customize invoices, estimates, and sales receipts in QBO.

 

If I can be of any assistance, please don't hesitate to leave me a comment below. Have a wonderful day ahead.

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New Member

Import customer fields in Invoice into QBO

Thanks for answering. But I want to Map my field from Imported CSV file (Invoice) with already created Custom field on Intuit (they are shown on screen). I haven't got this fields on page with mapping (second screen). Help me, Custom Fields.jpg Import.jpg please

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QuickBooks Team

Import customer fields in Invoice into QBO

Hey there, @Alexa7

 

Thanks for following up with us. 

 

I recommend contacting our technical support team. They have the tools available to remote into your screen securely, and check the details of the mapping out for you. I've included the steps to contact support below. 

 

1. Click on Help (?)

 

 

2. Hit Contact Us.

 

 

3. Enter your concern, then hit Let's Talk

 

 

4. Pick the best way to connect with support (Chat, Callback, Etc).

 

 

 

Please let me know if you have further questions or concerns. You can reach out to the Community at any time. Take care!

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