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sang-levelonegro
Level 1

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

As the title, I tried to design my custom invoice using the existing ones in QBO. However it's really frustrated that there are some limitations where things cannot be done. Such as customizing the logo, some text placement, etc.... Therefore, I'm looking for some helps, maybe there are some apps/integrations that can do this? Or at least, QBO has a separated product to work this out. Any comments/explanations would be much appreciated. Thank you.
9 Comments 9
JamaicaA
QuickBooks Team

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Welcome,

 

I get your point about how important it is to have a direct option to import templates within your QBO account. This way, you can add specific data and make some amendments according to your preferences.

 

I can see that importing a customized sales form is a fantastic choice. However, this is no longer supported for all QuickBooks Online accounts as of June 29, 2021. This is why you’re unable to add your own and have the only option of using the built-in editor or customisation.

 

Yes, we have plenty of third-party applications you can integrate with QuickBooks. Please know we’re unable to suggest a specific one. However, you can compare their features, ratings, and read other users' comments on this page: QuickBooks App Store.

 

You can also search for the app within your QuickBooks Online account. Just follow the steps below:

 

  1. On the left pane, select Apps.
  2. Go to the Find Apps tab.
  3. Use the search bar to look for an app.

 

For in-depth information about personalising your invoice template or adding a logo and adjusting its size and placement, refer to these guides: 

 

 

Once everything is settled, check out this article to learn how to receive and track your invoice payments: Record invoice payments in QuickBooks Online.

 

Leave a comment below if you have other concerns with invoices or any other sales forms. I'll be here to assist you further. Stay safe.

Fiat Lux - ASIA
Level 15

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

@sang-levelonegro 

Where is your company located?

sang-levelonegro
Level 1

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Hi there,

 

Thanks for you reply. I have 2 questions as below:

1. I have searched for the app in the app store but I couldn't find anything that allows me to do this. Maybe you could suggest me a particular one? That would be very helpful.

 

2. Since you mentioned that "this is no longer supported for all QuickBooks Online accounts as of June 29, 2021".

As I have an old account that was created in 2019, I want to know whether any QB Online Accounts that were created prior to this date will be able to continue using this feature in the future? Or will it be removed from QB Online system and these all accounts are going to use the current form styles in QB, gradually?

 

Thanks for your reading and I look forward to your response.

 

sang-levelonegro
Level 1

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Hi @Fiat Lux - ASIA,

 

Currently, I am using the Global version of QB Online (Plus plan). Do you have any suggestion regarding my issue?

 

Thank you.

Fiat Lux - ASIA
Level 15

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

@sang-levelonegro 

Is your company located in APAC?

sang-levelonegro
Level 1

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Hi @Fiat Lux - ASIA,

 

Yes, exactly.

Fiat Lux - ASIA
Level 15

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

You can explore this free invoicing app as a workaround.

https://go.zoho.com/wQI

 

Then utilize a connector to mirror data into QBO.

https://www.make.com/en/register?pc=quickbooks

 

usernameonetwothree
Level 1

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Did you find a solution for this? The custom styling is very limited with customization.

FritzF
Moderator

Is there any app or integration that helps me customizing my invoice template instead of using the existing ones in QBO, or maybe you have a separated product to do this

Hi there, usernameonetwothree.

 

Thanks for joining this conversation. I'm here to help ensure this is taken care of for you.

 

I see that you've posted the same question on another thread. Great news! One of my colleagues has answered the other post already. In case you haven't been notified, here's the link for that thread: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/quickbooks-desktop-has-layo....

 

To keep the conversation streamline, I suggest posting your response or follow-up questions there by clicking the Reply button.

 

If you have any other concerns, please leave a comment below. I'm more than happy to answer them. Take care.