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Once i have created a custom form what is the easiest way to access and input

 
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QuickBooks Team

Re: Once i have created a custom form what is the easiest way to access and input

We're glad to have you here, candy4.

 

To use your customized form, you'll want to turn on the Import Style feature first.

 

Here's how:

  1. Click on the Gear icon.
  2. Under Your Company, select QuickBooks Labs.
  3. Look for Import Style, and toggle the switch to on.
  4. Click Done.

Then, here's how you can import the customized form:

  1. Click on the Gear icon.
  2. Under Your Company, Click Custom Form Styles.
  3. Click on the New Style drop-down, and select Import Style.
  4. Click Browse and select the template file.
  5. Click Next to upload your document, then map the fields.

For more details, you can check this article: How to Import Custom Form.

 

Let me know if you have any other concerns by leaving a comment below.

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