Welcome and thank you for posting here in the Community page, @lindak1119. In QuickBooks Online (QBO) we have the option to create multiple invoice templates by importing your invoice template style and use the template when creating invoices. First, you'll need to enable import style: Go to the Gear icon.Select QuickBooks Labs.Scroll down the screen and toggle the switch to Import Style to On. After turning it on, you can now import your new invoice template:Click the Gear icon.Click Custom Form Styles under Your Company.Click New style drop-down arrow in the Custom form styles page.To import style, click Import style.You may check this article for additional reference: Import custom invoices. Feel free to drop a comment below if you have any other concerns about invoice templates. Have a good one!

Level 7

Question

Can I create multiple invoice templates for the same client?

Forum|Forum|7 years ago
December 12, 2018
2 replies
1 view

No text available

QuickBooks Online

Angelyn_T

Moderator

Welcome and thank you for posting here in the Community page, @lindak1119.

In QuickBooks Online (QBO) we have the option to create multiple invoice templates by importing your invoice template style and use the template when creating invoices.

First, you'll need to enable import style:

Go to the Gear icon.
Select QuickBooks Labs.
Scroll down the screen and toggle the switch to Import Style to On.

After turning it on, you can now import your new invoice template:

Click the Gear icon.
Click Custom Form Styles under Your Company.
Click New style drop-down arrow in the Custom form styles page.
To import style, click Import style.

You may check this article for additional reference: Import custom invoices.

Feel free to drop a comment below if you have any other concerns about invoice templates. Have a good one!

B

Brooke2

Is this something that you can do in accountant mode? When I click QuickBooks Labs, I don't get an option for Import Style.

PreciousB

Level 6

I want to create invoices for my different divisions with a different name and different payment instructions. However when I make the change in a template is changes all the styles. How can I separate them so I can get different templasts

Thanks for joining this conversation, Matt1950.

I can add some insights about customizing sales form templates in QuickBooks Online.

You're right. Once you customize an invoice, the changes you've made will apply to the other invoice templates. Right now, we don't have an option to create a unique style for different divisions with a different name.

As a workaround, you can import your own invoice style for each division and customers. Please follow the detailed steps provided by my colleague @Angelyn_T.

I'll share this article too for reference: Sales Form Customization.

We are doing as much as we can to make sure QuickBooks Online suits your business needs. I'll definitely take note of your experience. Our engineers improve QuickBooks Online by listening to our customers' suggestions and comments.

As always, you can check regularly for product updates and feature enhancement through this link: QuickBooks Blog.

In case you want to read related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

That information should get you on the right track. I want to make sure that you're able to resolve this concern, so please let me know how it goes by posting a comment below. Best regards.

J

John van Wezel

Hi there, I need to create two invoice templates with different information on it. We have one company with two trademarks and each time I change the email address in one template, it changes in the other. Same goes for footer text.

What am I missing?

Kind regards,

John

MariaSoledadG

QuickBooks Team

Hi John van Wezel,

You can use the Import style feature to create two invoice templates in QuickBooks Online (QBO). However, you can only use one email address for both templates, same goes for footer text. Let me provide you a few information about this.

Let's make sure to indicate the text so you can map your data when creating a template. To do this, mark your data with opening and closing angle brackets.

Here's an article for your visual guide: Import Custom Form Styles For Invoices Or Estimates.

Also, you can manually enter the other email address when customizing an invoice: Customize Your Invoices, Estimates, And Sales Receipts in QuickBooks Online.

Reach out to us if you have any other concerns. I'll be right here to help.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded