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How do I apply my customized invoice? My invoices are not showing up as they do when I am in the Customize Form screen. What am I doing wrong?

When I customize my invoice and I go into the invoice screen and click on customize. I will click on the correct template I want to use. The template shows up differently then what it shows in the customize forms screen.

6 Comments
QuickBooks Team

Hello there, office, The Import Styles plug-in must have...

Hello there, office,

 

The Import Styles plug-in must have been turned off, which is why you're unable to use the customized invoice.

 

By default, this plug-in is turned off. Let's turn on this one by:

  1. Click the Gear icon at the top.
  2. Under Your Company, select QuickBooks Labs.
  3. Find the Import Styles plug-in, then turn it on.
  4. Click Done.

Please see the attached screenshots for your guidance with the steps above.

 

If the same issue persists, you can clear cache and internet files in the regular browser. This is to rule out browser-related issues.

 

If you’re using Google Chrome:

  1. At the top right, click More (indicated with 3 vertical dots).
  2. Click More tools and then Clear browsing data.
  3. Choose a time range All time.
  4. Select the types of information you want to remove.
  5. Click Clear browsing data.

Feel free to read this article if you're using another browser for the detailed steps: Delete or disable cache and temporary internet files in your web browser.

 

To learn more about importing customize forms, you can check this out: Import custom form styles for invoices or estimates.

 

You're now able to apply your customized invoice in QBO.

 

Let me know if there's anything else I can help you with customizing your forms. Just leave a comment below and I'd be happy to help.

Not applicable

Except for Linked transaction custom style forms are fine...

Except for Linked transaction custom style forms are fine. (plug in ON).
Anonymous
Not applicable

Having the same problem.  This is not a browser issue. An...

Having the same problem.  This is not a browser issue. And the import style is on.  There is something else wrong.  All my customised options no longer show under invoicing. Please fix.
Not applicable

Having the same problem.  Plug in ON and while selecting...

Having the same problem.  Plug in ON and while selecting custom form in Invoice printing , master style is printing.
QuickBooks Team

Thanks for letting me know about this, @office, @vicky ,...

Thanks for letting me know about this, @office, @vicky , @TMF.

Let me update you why customizing invoice isn't currently functioning.

We've received a report about customized invoice not applying Custom Import Template even if it is set as Default.

Once we found a fix, we’ll update this post.

Thanks for your understanding and patience while we look into this.

Best regards,
IntuitMaryLand
Anonymous
Not applicable

When will this be fixed? I am having to manually create e...

When will this be fixed? I am having to manually create each invoice along side entering into QBO - because the template is not working. Thanks Tania