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Importing Custom Invoice Templates into QuickBooks Online
New user to QBO and somewhat perplexed by the inability to create or match existing company brand to a professional level within QBO. Found an old article created in 2018 which illustrates a level of flexibility to create a word template and import directly into QBO as an invoice template but this feature appear to have been removed in 2021 - Why?
If there is no longer a solution to create professional stationery items this would mean IMHO QBO is not fit for purpose for brand conscious organisations
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Hello MJPH,
Welcome to the Community page,
The decision was made to retire the option to have custom import styles a few years ago now.
There was several key reasons for this but ultimately it came down to these reasons:
• Cost of maintenance for our invoicing engineering team
• CS contacts (Internationally)
• Bug reports (several investigations raised)
• Limited overall usage
We appreciate what you are saying and have passed this on as feedback.
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If there is no longer a solution to create professional stationery items this would mean IMHO QBO is not fit for purpose for brand conscious organisations
Absolutely - have a cheer!
& I say this as someone that still retains the .docx import feature for invoices (last time I checked, at least!).
PS... don't expect the Feedback to have any effect whatsoever.
The .docx import was tricky to get right but perfectly usable. It was marked as a beta product (QBO Labs) so, in essence, unsupported. You used it in that knowledge, so 3 out of 4 of the reasons given above for pulling it simply don't hold water.
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Same issue - still no resolution today. Their provided templates causing me major frustration and I am EMBARRASSED to send to clients.
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Hello Laurenjk, we are sorry to hear you feel this way and that you have had issues with our templates.
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If QB are sorry, then its time to stop being sorry and fix it .