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Abdul Rehman
Level 4

No Edit Option for Imported Custom Form Style

Hi All,

 

I am not getting the Edit Option for Imported Custom Form Style, except to Delete it and re-import and re-work from the scratch.

 

May any expert guide me that is there any option to edit the  imported style?

 

Regards,

Abdul Rahman.

4 Comments 4
Joesem M
Moderator

No Edit Option for Imported Custom Form Style

Hi there, @Abdul Rehman.

 

Currently, the Edit option for Imported Custom Form Styles are unavailable in QuickBooks Online. As a workaround, we can re-import the designs and add your company info to highlight your brand.

 

Here's how:

 

  1. Go to the  Gear icon ⚙, then select Custom Form Styles.
  2. At the top right, click the New style ▼ drop-down menu, then choose Import style.
  3. Select a form type.
  4. Click the Save and upload your file field, then locate your DOCX template.
  5. Hit Next.

 

The Custom form styles with multiple pages are not supported. However, your final invoice can take multiple pages depending on the number of line items you enter.

 

For more information, see this article:Import custom form styles for invoices or estimates.

 

I’ll be sending feedback on your behalf about the Edit option for Imported Custom Form Style for consideration in future updates. We take customer’s suggestions as an opportunity to guide us on which area of the product we need to improve on.

 

I'll be right here if you need further help. Have a great day!

Abdul Rehman
Level 4

No Edit Option for Imported Custom Form Style

Hi Joesem,

 

Thanks for the confirmation. May we expect the addition of said feature in future? As its too laborious to re-import and re-design from scratch even for a 'dot' change.

 

Regards,

Abdul Rahman.

MaryAnn_E
QuickBooks Team

No Edit Option for Imported Custom Form Style

Hi there, @Abdul Rehman.

 

Thank you for the response. Your suggestion can help us make product enhancements. I'll take note of the feedback and submit this to our Product Development team to improve your experience.

 

I also invite you to check out our blog to find out more planned updates and recent releases for QuickBooks Online.

 

If you have any other QuickBooks questions, don't hesitate to reply to the thread. Have a good day.

Abdul Rehman
Level 4

No Edit Option for Imported Custom Form Style

Hi Mary,

 

Another valuable  member (Joesem) replied me under the same context on my other post. Thanks to you and Joesem.

 

I really appreciate the QB Team for assisting the customer distinctly.

 

Regards,

Abdul Rahman.