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Level 1

On my custom Invoice form, I am able to include bank instructions in the message box. When I import invoices, I lose the ability to include this message.

I have tried to switch forms once the invoice has been imported however this does not work either.
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QuickBooks Team

On my custom Invoice form, I am able to include bank instructions in the message box. When I import invoices, I lose the ability to include this message.

Hello there, @BL16.

 

I'm here to share some information on how importing your invoices works in QuickBooks.

 

When importing your invoices, there is a specific file format or required columns to be included. I've added a screenshot of the sample file for your reference.

Following the required format enables you to map your invoice details with the QuickBooks fields during the importing process.  

Once you have successfully imported your invoice, you can open each invoice and manually add the bank or payment instruction in the Message box. You can read through this article for more detailed steps about this process: Import multiple invoices at once.

 

I've added these articles as additional reference in managing your invoices and other sales forms:

Always feel free to visit us here again if you have other questions about managing your invoices in QuickBooks. I'm always here to help.

Highlighted
Level 1

On my custom Invoice form, I am able to include bank instructions in the message box. When I import invoices, I lose the ability to include this message.

So there is no way to import invoices and include the message box.  Additionally, once the invoices have been imported, there is no way to change the invoice form.  

Highlighted
QuickBooks Team

On my custom Invoice form, I am able to include bank instructions in the message box. When I import invoices, I lose the ability to include this message.

Thanks for adding more details about your concern, BL16.


As mentioned by my colleague, there is a specific file format when importing invoices. We're unable to include the bank message since there's no field to add it to the template.


You can consider using a third-party application to help achieve this customization. Let’s go to the App Center to find one. From there, you’ll get a better comparison of these apps and see if one meets your need.


For future reference, here’s a guide that provides an overview of the tasks you perform using the Invoice feature: You can do WHAT in QuickBooks? Invoicing.


If you need assistance while working in QuickBooks, post a comment below. I’m only a few clicks away for help. Have a great day ahead.

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