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When importing invoices to QBOnline, why is the default custom template not used now?
This used to work up to 12 July 2025, but since 19 July 2025 any imported invoices use the QB standard template, which doesn't include our necessary information.
The workaround seems to be to manually change the design of each imported invoice to use the custom template. But this is totally impractical if there are many invoices.
I understand how important it is to ensure your custom template is applied to imported invoices to save time, ocellus.
When importing invoices, QuickBooks automatically applies the template set as the default.
Since the standard template was applied to your imported invoices, please check whether it is currently set as the default.
If the standard template is the default, remove it and reassign your custom template.
If your custom template is already set as the default, try removing it and reapplying it to refresh the setting, as system updates can occasionally cause default configurations to revert.
Should the issue persist after reassigning your custom template as the default, I recommend contacting our live expert team, they have specialized tools to identify the root cause of the issue and provide a resolution in real time.
For the best time to reach us, here are our support hours:
Feel free to reach out if you have additional questions or need further assistance.
Thanks for the suggestions.
I removed the default tag from my custom template, logged out of QB, cleared all cookies and site data from my browser (as this had been previously suggested by QB Support as a potential issue), logged back in, and set my custom template as default again.
Unfortunately this did not fix the problem. The imported invoice still uses the standard template not my custom template.
I know that it is possible to use a custom template with imported invoices since that was working until mid-July. I assume some internal software update has introduced the problem.
Having spent some time yesterday with a QB Support agent showing him the problem, all he could suggest was that it was a software bug and I should report it. I did so using the ‘Feedback’ option and received an email acknowledgement.
Is there any way to see support tickets? I would like to know that this problem is being investigated and how long it might take to fix.
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