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

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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.

C

citywide

Greetings, @JLee2.

Allow me to step in and share a few details about sales form templates in QuickBooks Online (QBO).

I can see how it would be beneficial to your company to create a template for different divisions with a different name using QBO. However, as mentioned by my colleague above, the only option we have right now is to import your own style for each division and customers.

Also, I want to let you know that we're taking note of your feedback and suggestions to improve the experience we're providing.

You can always get back into this post if you have more questions. I'll keep an eye out on your response.

I have some customers who I don't want to include the Account Summary on the invoice. Can I create two versions of our invoice, one with the account summary and one without, and assign to individual customers?

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.

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