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Level 2

I am missing an option for importing custom form styles

Hello

 

I am using QuickBooks 4.0.9 and Quickbooks online. I wanted to edit my Sales receipts a bit more than standard QB options would allow me so I found this article describing how to use Custom imported form styles in detail

 

https://quickbooks.intuit.com/learn-support/en-us/customize-forms/import-custom-form-styles-for-invo...

 

I have two questions though. This article describes editing Invoices and estimates, can the same thing be done for Sales receipts?

The other thing is as the article says:

"At the top right, select the New style ▼ drop-down menu, then choose Import style."

However, as seen in the screenshot below, I do not have "Import style" option, only "Invoice", "Estimate" and "Sales receipt". Is it possible that the import options are somehow locked for my account?

 

Thank you for the answers

Solved
Best answer 11-03-2019

Accepted Solutions
QuickBooks Team

Re: I am missing an option for importing custom form styles

Thank you for providing me an article about importing your custom form styles, @GlobD.

 

Currently, there isn't a way to import custom form styles using sales receipts. With this, I'll take note of your suggestion about this. Rest assured, I'll forward this to our product engineers so they can consider it for future updates. You can visit this link: QBO Blog. You'll find topics about our new feature releases. 

 

For your second concern, I'm unable to verify if the Import Style option is locked for your account. However, it seems that the Import Style plug-in haven't turned on yet in the settings. This is the possible reason you're unable to see this functionality. To help fix this, let's enable this feature by performing the steps below: 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select QuickBooks Labs.
  3. Locate the Import Style plug-in, then turn it on.
  4. Click Done.

 

The screenshot below shows you the last two steps. For more details, see Step 2 under the Import your custom form style section through this article: Import Styles

TurnOnImportStylePlugIn.PNG

 

You can always go to the Custom Form Styles and select the Emails tab. Then, edit the subject line, greeting, and message body. This way, you can personalise the message your customers receive with their forms. For more information, see the Step 4 section through this article: Customise Your Invoices, Estimates, and Sales Receipts in QuickBooks Online

 

I'll be right here in the corner if you need further help. Have a good day, @GlobD.

View solution in original post

3 Comments
QuickBooks Team

Re: I am missing an option for importing custom form styles

Thank you for providing me an article about importing your custom form styles, @GlobD.

 

Currently, there isn't a way to import custom form styles using sales receipts. With this, I'll take note of your suggestion about this. Rest assured, I'll forward this to our product engineers so they can consider it for future updates. You can visit this link: QBO Blog. You'll find topics about our new feature releases. 

 

For your second concern, I'm unable to verify if the Import Style option is locked for your account. However, it seems that the Import Style plug-in haven't turned on yet in the settings. This is the possible reason you're unable to see this functionality. To help fix this, let's enable this feature by performing the steps below: 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select QuickBooks Labs.
  3. Locate the Import Style plug-in, then turn it on.
  4. Click Done.

 

The screenshot below shows you the last two steps. For more details, see Step 2 under the Import your custom form style section through this article: Import Styles

TurnOnImportStylePlugIn.PNG

 

You can always go to the Custom Form Styles and select the Emails tab. Then, edit the subject line, greeting, and message body. This way, you can personalise the message your customers receive with their forms. For more information, see the Step 4 section through this article: Customise Your Invoices, Estimates, and Sales Receipts in QuickBooks Online

 

I'll be right here in the corner if you need further help. Have a good day, @GlobD.

View solution in original post

Level 2

Re: I am missing an option for importing custom form styles

Hello

 

thank you very much for the reply. Unfortunately, since styles can not yet be imported for Sales receipts, it doesnt do much for me :( Please consider enabling importing for sales receipts as it would help me and many other users tremendously.

 

Best regards

QuickBooks Team

Re: I am missing an option for importing custom form styles

Thanks for coming back to the Online Community, GlobD.


We're always looking to improve and expand what we can offer when importing custom form styles. Please know your voice is important to us, and we take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on.


I’ll be sending feedback on your behalf about importing sales receipts for consideration in future updates.


For future reference, I’m adding a link where you can view popular articles that can help your business thrive: QuickBooks Resource Centre.


Leave me a comment below if you have additional questions or any other concerns. I’m here to assist further and make sure you’re taken care of.