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I want to import a custom invoice. When I click on the gear icon, and click on new style, it only gives the options for invoice, quote or sales receipt. Not import

 
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QuickBooks Team

I want to import a custom invoice. When I click on the gear icon, and click on new style, it only gives the options for invoice, quote or sales receipt. Not import

You'll have to first turn on the Import Styles feature from the QuickBooks Labs page to import a custom invoice template, @userdasvalue. Let me guide you how.

  1. Go to the Gear icon.
  2. Select QuickBooks labs.
  3. Go to the Import Style section and turn it on.
  4. Click Done.

 

I've attached a screenshot below that shows the last two steps.

 

Once done, return to the Custom form styles page from the Gear icon. Select the New style button, then choose the Import style option to start importing your customised invoice template. For the step-by-step guide, kindly refer to this article: Import custom form styles for invoices. It also contains details about fixing importing errors and the answers to the most frequently asked questions about the topic.

 

Additionally, you're also able to customise your other sales forms like quotes, and sales receipts through the Custom form styles feature in QBO. This way, you can create attractive and professional-looking forms and include info that matters most to your business. To learn more about this, you can check out this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It'll also guide you about editing your custom templates.

 

Please let me know how it goes and if you have other concerns or follow-up inquiries about managing your invoices in QBO, you can always drop a comment below. I'm just around to help. Take care always.