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CCJ24
Level 1

Do I need the Plus plan to upload custom invoices?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Do I need the Plus plan to upload custom invoices?

Thank you for visiting the Community today, CCJ24.

 

Let me shed some light on importing custom forms. Then, share an alternate solution to resolve your concern. 

 

New QuickBooks Online (QBO) accounts won't have access to the Import Styles option in QuickBooks Labs after June 29, 2021. However, existing users can continue to upload and save DOCX templates.

 

You can consider using a third-party application to help import your invoices into QBO. I've attached an article that discusses in detail how to personalise and add specific information to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

In addition, these resources provide a list of articles that will guide you on how to handle customer-related tasks and manage invoices:

 

Keep me posted if you need further assistance navigating through the product or have additional questions about invoices and other sales forms. I'll jump right back in to assist you further.