cancel
Showing results for 
Search instead for 
Did you mean: 
ANAS92
Level 1

Importing Custom Invoice Templates into QuickBooks Online

     QuickBooks Labs

       1.  Click on the Gear icon in the upper right corner and select QuickBooks Labs  

 

When entering there is no option to import a STYLE

LollyNino_C
QuickBooks Team

Importing Custom Invoice Templates into QuickBooks Online

Thank you for posting here in the Community, @ANAS92.

 

Allow me to provide some insights to get this matter sorted out. so you can now start importing invoices in QuickBooks Online.

 

The option to import custom styles is only visible to all the admin users. If you're currently using standard user access, then this is the reason the option isn't available. 

 

To fix this, I recommend logging in as an admin so you can import the templates. Here's a link that you can visit to learn more about the different user access grants in QuickBooks Online: Learn how to manage who can access your books in QuickBooks Online.

 

For more information about importing an invoice or estimate template, you can also read this article: Import custom form styles for invoices or estimates

 

Let me know if you have more concerns about importing templates. We're always delighted to assist. 

Norberto-Travel
Level 1

Importing Custom Invoice Templates into QuickBooks Online

Is any way to import the cumstom style invoice? does not show up in the Quickbook lab anymore

 

Candice C
QuickBooks Team

Importing Custom Invoice Templates into QuickBooks Online

Good morning, @Norberto-Travel

 

Thanks for chiming in on this thread. I hope your day is going well so far. 

 

Let's try another set of steps to help you import a custom invoice style: 

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Under the "Your Company" section, choose Custom form styles
  3. Press the New Style drop-down menu over on the right. 
  4. Choose Import Style

 

It's that easy! Review this guide for more details about Custom Form Styles

 

I hope this helps answer your question. If you have any other questions or concerns, don't hesitate to ask. Take care! 

Norberto-Travel
Level 1

Importing Custom Invoice Templates into QuickBooks Online

Hi Candice

That is the problem, It does not exist anymore the possibility of choose Custom form styles. in new account.

I have to old account with that possibility and now that I want to start fresh on 2023 , I can not. 

and I need to have 4 different templates. ( As we have different currencies , so we need to give different information and bank accounts. and the Invoice that Quickbook has there to be use only allow 400charaters...

Please do not reply with the write in the feedback...  that the only thing I hear from all the Quickbooks workers.

If anyone has a workaround solution will be great. Otherwise I, will need to check other software.

 

ZackE
Moderator

Importing Custom Invoice Templates into QuickBooks Online

Thanks for following up with the Community, Norberto-Travel.

 

The feature for importing custom form styles has been discontinued. I can certainly understand how an ability to import templates could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

  1. Use the Gear () icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera () icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

As a workaround, you have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.

 

I'll be here to help if there's any questions. Have a wonderful day!

Hussain Shifau
Level 1

Importing Custom Invoice Templates into QuickBooks Online

I can see only theme tab in quikbooks lab. How can i solve it?

anyone Please assist me please.

Adrian_A
Moderator

Importing Custom Invoice Templates into QuickBooks Online

Hi there, Hussain.

 

I'm here to share more information about the features under QuickBooks Labs.

 

As of June 2021, the features under QuickBooks Labs, except QuickBooks Themes, are no longer available. Alternatively, we still have some great templates you can make use of when customizing your invoice. You can utilize the footer options and use other spaces for things like signatures. Otherwise, you can look for 3rd party apps to create your invoice templates. 

 

Feel free to use this link to help you manage your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be around if you need help managing your sales form.

DwaineH
Level 1

Importing Custom Invoice Templates into QuickBooks Online

MY QBOA has non of these options, the only thing in QB Labs Quickbooks Themes. How do I get these options, I am using the QBOA Advanced Desktop.. TIA Dwaine

GebelAlainaM
QuickBooks Team

Importing Custom Invoice Templates into QuickBooks Online

I can help you with this, DwaineH. I'll share details about importing Custom Invoice Templates into QuickBooks Online Accountant (QBOA).

 

In QBOA, the option to import custom form styles was discontinued last 29-06-2021. Although, the new QuickBooks Online account users can no longer access that feature. Only those existing accounts before 29-06-2021 can save and import custom form styles.

 

I can certainly understand how the ability to import templates could be helpful to you and your business. With that, you'll want to share your thoughts and ideas with our product development team. To do that, you can send feedback through your account. That way, they can consider bringing this feature soon.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then, click Next to submit feedback.

 

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

 

Furthermore, you can bookmark these articles for future reference:

 

 

The Community will always have your back if you need a hand with managing your invoices and customizing your custom form styles. Take care always!

suzannek1
Level 4

Importing Custom Invoice Templates into QuickBooks Online

Hi

I don't have QuickBooks Labs in my tab.  Any idea why?

ZackE
Moderator

Importing Custom Invoice Templates into QuickBooks Online

Thanks for joining this thread, suzannek1.

 

QuickBooks Labs is used for Intuit to test new features early. It's possible you're not seeing it presently because there may be no features Intuit's currently testing.

 

I can certainly understand how an ability to access the QuickBooks Labs option could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feedback using the steps in GebelAlainaM's post. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Wednesday!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us