Limited time. 50% OFF QuickBooks for 3 months.
Buy now & saveThank you for reaching out to us, @HAH9. We appreciate your interest in importing templates into QuickBooks Online.
Currently, the option to import templates directly into QuickBooks Online (QBO) is unavailable. However, we have a solution for you! You can easily create your custom templates within QBO to tailor them to your specific needs. This allows you to personalize your invoice template. To create a new template, here's how:
Then, you can start making changes to the layout and design. As you make changes, you'll see a preview of the template. You can then customize the details of your forms.
Moreover, when creating an invoice, you can choose between the default template or one that you have designed. Or, set that template default for your invoices, sales receipts, and estimates.
β
However, if you have a specific template that you would like to use and it's not something you can create within QBO, there is still a way! You can utilize third-party services to create or import your desired template for invoices. Here's how:
For more details and information about what you can customize, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online
Feel free to check out these articles for your reference in managing your sales forms moving forward:
We understand the importance of customization and efficiency in managing your invoices, and we are here to support you every step of the way. Should you have any further questions or need assistance with creating or importing templates, please don't hesitate to contact us. Have a good one.