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bhuvana-bowandba
Level 1

How do I map custom fields in my invoice?

I have mapped fields, but not getting preview
1 Comment 1
Maybelle_S
QuickBooks Team

How do I map custom fields in my invoice?

You came into the right place, @bhuvana-bowandba.

 

I want to make sure your concern with invoice custom fields gets taken care of.

 

We can create a customized invoice template in a .docx format. Then, we can import it to QuickBooks Online and use it when creating sales transactions.

 

You'll want to check this article: Import custom form styles for invoices or estimates. This will discuss more on how this feature works in QuickBooks Online. This article also includes sample templates that you can use or modify.

 

For more tips and references in managing your business, please visit this page: Help Articles.

 

Keep on posting here if you need more help. We'll respond as soon as we can.