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Level 2

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

 
Solved
Best answer 03-20-2019

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Level 10

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

"We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?"
 
 
We hear this a lot. No, you can't import your invoice template from QB desktop. No 3-rd party app will help with invoice layout designer either. Sorry!
 

View solution in original post

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Content Leader

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Hey there, ERACSGracie. 

 

I appreciate you taking the time to reach out here in the Community. I'd be glad to offer some info on importing invoices.

 

One option you may consider, is a feature in QuickBooks Online called Import Style. This invoice importer allows you to bring in .DOCX files from Word. Import Style can be accessed by:

 

1. Clicking the Gear icon in the top right corner.

2. Select QuickBooks Labs, in the Your Company column.

3. Scroll down until you see Import Style, and toggle the switch to ON.

4. Click Done.

 

This article offers additional details on this process: https://quickbooks.intuit.com/community/Income-and-expenses/Import-custom-form-styles-for-invoices-o....

 

I wish you and your business continued success. Please let me know if you have any other questions.

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Level 2

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Do you know how to change an invoice from desktop to be compatible with word? I can't seem to get that to work!

Highlighted
Moderator

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Hi @ERACSGracie,

 

Currently, there isn't an option to copy an invoice template from QuickBooks Desktop to MS Word.

 

In the meantime, you have the option to search for a file converter. This way, you'll be able to convert and use your invoice template from your QuickBooks Desktop to Online.

 

In addition, you'll have to export your invoice template first, then convert it as MS Word file format. Here's how to export your invoice template:

  1. Go to Lists.
  2. Choose Templates.
  3. Select an invoice template.
  4. Click Templates.
  5. Choose Export.
  6. Select a file location where you want to save your invoice template.
  7. Click Save.

Once done, you can convert the invoice template to MS Word file format and import it so you can use it for your invoices in QuickBooks Online.

 

For your reference, here's an article you can read to learn more about exporting your invoice template: Use and Customize Form Templates in QuickBooks Desktop.

 

Lastly, here's an article you may want to read in any of your available time: Import Custom Form Styles for Invoices or Estimates in QuickBooks Online

 

Feel free to leave a comment below if you have any other questions about invoice templates. I'll be always around to lend you a helping hand.

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Level 2

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Thank you very much! I was able to locate and save the template but am having a hard time figuring out how to convert. I AM able to open in word and it shows many symbols, but will still not upload to online. Not sure it's acceptable in that format. Any tips on converting to word?

Highlighted
Moderator

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Glad to help and thank you for the quick response, @ERACSGracie!

 

Let me help you be able to convert your invoice template successfully. 

 

First off, you're right about QuickBooks Online not importing your invoice template after copying it to MS Word. Because they have different platforms and templates doesn't have the same formats.

 

With this, you'll need to search for a converter application or software. And then, install it on your Desktop computer.

 

From there, you can convert QuickBooks Desktop invoice template and then import it to your QuickBooks Online.

 

Let me know if you have any other questions about your invoice template. I'll be always happy to help you out.

Highlighted
Level 2

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Thank you very much! Is there a converter program/app that you recommend? 

Highlighted
Level 2

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Thank you! Do you have a converter program/app that you recommend? 

Highlighted
Moderator

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

Glad to have you back, @ERACSGracie!

 

You have the option to search for an integrated apps to convert your invoice template successfully.I'll be happy to assist you.

 

Since you wanted to import your invoice template to QuickBooks Online, here's how you can search an app:

  1. Go to the Apps page.
  2. Type in any keyword on the search address.
  3. Select an app of your choice.
  4. Click Get app now.

This way, you'll be able to use the integrated app and convert your invoice template successfully.

 

Or you can also go directly to the Apps center and search for an integrated app.

 

Lastly, here's an article you can read to learn more about integrating an app: Find Apps.

Highlighted
Level 10

We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?

"We are not happy with the invoice style options on QB Online. Can I import our invoice template from QB desktop?"
 
 
We hear this a lot. No, you can't import your invoice template from QB desktop. No 3-rd party app will help with invoice layout designer either. Sorry!
 

View solution in original post

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