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minhaj1
Level 1

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

 
6 Comments 6
BettyJaneB
QuickBooks Team

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

Hello there, @minhaj1.

 

I've got some information to share about customising sales templates in QuickBooks Online.

 

QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. This allows you to select the information that you wish to show up on the template.

 

For more details about the options that you can customise on the sales template, please see this link: Learn how to personalise and add specific info to sales forms.

 

The system also lets you import invoice templates. This way, you can comply with your business's requirements. Know that as of 29/06/2021, new QuickBooks Online accounts will no longer have access to the Import Styles feature inside of QuickBooks Labs. Existing accounts can still save and upload DOCX templates.

 

To give your more insights about this process, you may consider checking out this reference: 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.

 

You can always get back to me if you need further assistance with managing your sales templates in QBO. Have a lovely day!

minhaj1
Level 1

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

Hi @BettyJaneB 

 

I appreciate your response.

 

Your given reply does not meet my requirements.

 

The given customization helps to do minor changes to invoice template. Earlier with import style , i managed our customization invoice requirement. Now i feel difficulties to do the customization ( I have attached our invoice format for your reference).

 

I kindly request to enable to custom form style to upload our invoice requirments.

 

Looking forward to hear from you soon 

 

 

Kristine Mae
Moderator

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

I've checked the attachment, Minhaj1. Let me add a few details.

 

We're unable to customize the imported invoice the same as your attachment. I know it will benefit your business if you can. I suggest sending feedback directly to our software engineers. It'll help us request to enable a new custom form style. Here's how:

  1. Click the Gear icon.
  2. Select Feedback

On the other hand, I can see discounts on your attachment. We can turn on the feature in QuickBooks. I will share this article to help you know more about it: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

If there's anything else that you need, feel free to let us know. We're available 24/7 to assist you. Take care!

Fiat Lux - ASIA
Level 15

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

@minhaj1 

Did you use QB Desktop? We can easily create your invoice template on it, but not on QB Online.

minhaj1
Level 1

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

@Kristine Mae 

 

Thanking you for your feed back

 

If you could helps out get customize invoice format upto certain extend would be great.

I already shared my feed back. Hence i have no clue, that feed back reach the relevant person or team who can help me on my requirements.

 

Looking forward to favorable response from your end

minhaj1
Level 1

I need to customize invoice format as per our requirements. Quickbooks labs does not support this feature as well. Kindly les us know the way to do this

@Fiat Lux - ASIA 

i use online...That's why i need the invoice customization