You are now ready to use the template on an invoice. Select Save and type in a name for your new style.Once everything is linked correctly, select Next to see a preview of your invoice.To change the mapping, select the drop-down for the line you want to change and scroll through until you find the mapping you want.
Review each mapping and update them if need be. Once the upload is complete, QuickBooks attempts to map fields from your document to QuickBooks. Map the fields in your template to QuickBooks Select your file and select Next to upload your document.Under the New Style drop-down, select Import Style.Select the Gear icon at the top, then choose Custom Form Styles.When you're ready, import your custom invoice template docx file types or older MS Word documents renamed as. Adding or updating hidden links or merging fields.Avoid the following elements as they can cause issues with the import.Times Roman, Times Bold, Times Italic, Times Bold-Italic.Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique.Courier, Courier Bold, Courier Oblique, Courier Bold-Oblique.Use the following supported font styles:.Avoid merge/split cells and tables placed inside of tables, they can cause unexpected problems. For best results, use Microsoft Word tables to contain the contents and create the table layouts with simple rows and columns.Hence, do not put angle brackets around them. Information such as your company name, address, and contact information as well as invoice field names such as ‘Invoice No.’ or ‘Amount’ do not change. The values in between these angle brackets will change based on what you enter on the invoice screen later. Add angle brackets around the text that you want QuickBooks to replace, such as the information in the ‘Amount’ or ‘Quantity’ fields.This article explains how to upload your own invoice templates in to QuickBooks. Watch this video or follow the steps below for more details. Existing customers can still save and upload DOCX templates. Note: As of 29 June 2021, the Import Styles tool in QuickBooks Labs is no longer available to new QuickBooks Online customers. Most of our customers use and customise the invoices templates that are included with QuickBooks. However, if you already have a template you prefer, or you want more advanced customisation such as having two logos on your invoice, you can also import your own template.
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