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Retainers1
Level 2

Can I import a invoice template from desktop to online?

 
Solved
Best answer May 24, 2024

Best Answers
MAnneJ
QuickBooks Team

Can I import a invoice template from desktop to online?

I'll make sure to look into the possible solution that will meet your needs, @Retainers1.

The option to import invoice templates from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) is currently unavailable. However, you can utilize a third-party application to help you import an invoice template.

Here's how:
 
  1. On the left panel, go to Apps, then choose Find apps.
  2. On the Apps page, select Find apps.
  3. Enter a keyword in the search bar.
 
Furthermore, you might want to check this article and learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to reach out if you require additional assistance managing your invoices. I'm always available to assist. Stay safe.

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16 Comments 16
MAnneJ
QuickBooks Team

Can I import a invoice template from desktop to online?

I'll make sure to look into the possible solution that will meet your needs, @Retainers1.

The option to import invoice templates from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) is currently unavailable. However, you can utilize a third-party application to help you import an invoice template.

Here's how:
 
  1. On the left panel, go to Apps, then choose Find apps.
  2. On the Apps page, select Find apps.
  3. Enter a keyword in the search bar.
 
Furthermore, you might want to check this article and learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to reach out if you require additional assistance managing your invoices. I'm always available to assist. Stay safe.
Retainers1
Level 2

Can I import a invoice template from desktop to online?

MAnneJ thank you for your reply and help.  That the development team would NOT include an import option is unbelievable.  And may cause me to have to leave QBOnline and return to Desktop.  I am struggling to adapt what is offered.  I need more columns and the ability to rename those that exist.

So far I'm very dissapointed in the product they are essentially pushing every user to use.

That being said, I am very grateful for your reply and offer to help.  I am going to need much more of your assistance.   Thank you.  I hope I have not been offensive. 

 

4Gal
Level 11

Can I import a invoice template from desktop to online?

@Retainers1 

You should stay with QB Desktop.

Retainers1
Level 2

Can I import a invoice template from desktop to online?

Can you direct me to customer service where I can cancel my online account and download Quickbooks Desktop 2024?   I would very much appreciate your guidance.

 

4Gal
Level 11

Can I import a invoice template from desktop to online?

You can log into your QBO account as Primary Admin and cancel your account there. Do you have a QB Desktop 2024 Pro Plus or Premier Plus license?

Retainers1
Level 2

Can I import a invoice template from desktop to online?

Hi.  I need to upgrade to 2024 Desktop.  When I click the upgrade link in Help I get confusing information.

 

LouiseG
QuickBooks Team

Can I import a invoice template from desktop to online?

It saddened me to let you go, @Retainers1.

I agree with 4Gal, which you can cancel your subscription directly from your QuickBooks Online (QBO) account once you've signed in as a Primary admin. 

 

Beforehand, I suggest exporting your data for future use. After that, you can proceed to these steps to cancel your subscription:

 

  1. Go to the Gear icon at the top right. 
  2. Select Subscription and billing from the Profile column
  3. Under Your Subscription, click Cancel.
  4. Click Continue to cancel.
  5. Follow the next steps and click Submit and cancel subscription, then hit Got it.

 

However, you can contact our Support team if you need further assistance canceling your account.

 

On the other hand, you can check this article for guidance in upgrading your QuickBooks Desktop (QBDT): Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

In case you need to review the details of the features included in the QBDT 2024 release and learn how you can use them to benefit your business, you can read this article: What’s new in QuickBooks Desktop 2024.

 

If you still have questions in mind about your QuickBooks account. Feel free to add them below, and we'll get back to you as soon as we can.

Retainers1
Level 2

Can I import a invoice template from desktop to online?

I am very grateful for your help.  I may have more questions than you may wish to answer.   How is my license affected if I cancel the online account before downloading and upgrading my 2021 desktop to 2024?

And of course how do I find the correct 2024 download?  

 

Retainers1
Level 2

Can I import a invoice template from desktop to online?

Regarding the link to upgrading.  I see no message or reference in Discovery Hub

"When a new version of QuickBooks is available, you'll get a message when you open QuickBooks. We make it simple for you to upgrade.

  1. When you’re ready, select Upgrade Now."
4Gal
Level 11

Can I import a invoice template from desktop to online?

@Retainers1 

You must call sales team to purchase QB Desktop 2024 Pro Plus/Premier Plus. You can find their number at the top right of the screen. [Removed]

Another option, you can email @Fiat Lux - ASIA and they can help to obtain the license + you can get $100 cashback.

Retainers1
Level 2

Can I import a invoice template from desktop to online?

Is this the full email address ?  @Fiat Lux - ASIA 

4Gal
Level 11

Can I import a invoice template from desktop to online?

You can click on it and you will find to contact them by email.

Retainers1
Level 2

Can I import a invoice template from desktop to online?

I have emailed as you recommended.  I will keep our conversation open until I hear from your recommended service

Thank you

Erika_K
QuickBooks Team

Can I import a invoice template from desktop to online?

I appreciate your response, Retainers1. It's nice to witness fellow members of this Community actively supporting and assisting one another. Let me jump into this conversation to assist you in upgrading your subscription. With our combined efforts, we can ensure a smooth and successful transition to the latest version. 


Canceling your QuickBooks Online (QBO) account does not impact the validity of your QuickBooks Desktop (QBDT) 2021 license. Your QBDT 2021 license will remain valid until May 31, 2024, regardless of whether you cancel your QBO subscription. After the specified date, services such as, payroll, payments, live technical support, online banking, and critical security updates will no longer be available for the QBDT 2021 due to the discontinuation of this version.  

In addition to 4Gal's recommendation, I'll also provide suggestions on how to upgrade your QuickBooks Pro 2021 to 2024. Before we begin, ensure that you have already purchased QBDT Pro 2024. It's also important to have your license number ready, as it's required for this process.

 

Next, refer to these steps in upgrading your version:

 

  1. Start by downloading the QuickBooks Desktop Manager.
  2. Next, click Download.
    image.png
  3. Select the QuickBooks License Agreement and hit Let's get started.
  4. From there, enter the license number to look for your QBDT 2024 and select Search.
  5. Then, pick the email address you use to receive OTP. Once received, enter it in the dedicated field.
  6. After that, look for your QBDT 2024 and select Install.
  7. When done, click Open QuickBooks and activate it. 

 

You can read this article for additional info: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise. 

 

After ensuring everything is fine, the next step is to update your company file so you can use with your QBDT 2024 version. Moreover, you can also purchase QBDT 2024 by contacting our Sales Team directly. You can refer to the article attached above on how to upgrade QBDT and click the contact number located at the upper right corner of the screen. I'll add an image for visual reference. 

image.png

Concerning the inability to get a prompt when a new version is available is due to the configured message preference on your settings. To change your one-time message prompt, we have to:

 

  1. Go to Edit, and then choose Preference.
  2. Select General and hit My Preferences.
  3. Click Bring back all one time messages and then OK.
  4. Close, then QuickBooks again. You’ll have the prompt to upgrade your QuickBooks subscription.

Additionally, you may refer to this guide to help you get to know the latest QBDT version: What’s new in QuickBooks Desktop 2024.

In the meantime, I encourage you to take care and attend to any other pressing matters, 
Retainers1. When you're ready to proceed with the upgrade or require further assistance, feel free to comment below. I will be eagerly waiting to continue our discussion and lend my expertise to ensure a successful transition to QuickBooks 2024.  

Retainers1
Level 2

Can I import a invoice template from desktop to online?

I am so grateful for all the help.  Where is the easiest online provider to purchase 2024?   And is it in a subscription format where month to month billing, as is available with Online, ?

I know I will need your help step by step.

JamaicaA
QuickBooks Team

Can I import a invoice template from desktop to online?

You can purchase QuickBooks Desktop Pro 2024 through our Sales Team, Retainers1. I'll guide you through the process.

 

QuickBooks Pro provides a cost-effective solution for businesses seeking to own the software without incurring monthly expenses. It comes with a three-year usage license. To purchase the program through our sales team, go to the upper right side of this article to get the contact number:  Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

Regarding your subscription format concern, we bill your QuickBooks Desktop Pro 2024 subscription-based service annually. You can also inquire about billing terms and associated fees from our sales experts.

 

I'm attaching these additional resources to get the most out of QuickBooks:

 

 

Kindly leave a comment below for further concerns about activating your Pro subscription. I'd be glad to provide answers to help. Have a good day ahead. 

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