Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello there, @userpierluca-ferrett.
Thanks for visiting the Community today. I'm here to share some insights about using the Map fields to fully customize sales forms in QuickBooks.
When importing your custom estimate to QuickBooks Online (QBO), just access your DOCX template after designing your custom form style. Then, match your estimate fields with QuickBooks fields to upload it successfully. Here's how:
Then, follow Step 2 to Step 4 in this help article to complete the process: Import custom form styles for invoices or estimates. You also want to customize your estimates in QBO.
For future reference, read through this article: How to create a recurring invoice and manage recurring transactions. It helps you save time when you have customers you need to invoice regularly.
I'd be delighted to help you again on your next posts, @userpierluca-ferrett. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.