Let me guide you on where you can get a comprehensive list of QuickBooks template fields, andrew18.

You can download them in the QuickBooks Online EZ Map Fields Catalogue. Then, map it with EZ Map fields to your custom design in .docx format (MS Word 2010+).  If you need to start fresh, just use our samples.

Also, we need to avoid these following file types below before uploading your custom form. This may cause issues when importing your custom invoices in QuickBooks Online (QBO).

• Audio
• ClipArt, Word Art
• Animated GIFS
• Embedded files
• Adding or updating hidden links or merging fields
• Files over 2MB
• Non-.docx file types or older MS Word documents renamed as .docx files

To learn more about importing your custom form styles, check out this article: Import custom form styles for invoices or estimates. 

I've got a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/uk-manage-customers-....

Fill me in if you need a hand with creating recurring transactions or any QBO related. I'll be here to ensure your success. Keep safe and healthy.