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invoice templates for multiple brands
I run multiple websites and I want to generate invoices from quickbooks from each brand.
I have created an invoice template for each brand in quickbooks, but the customisation fields don't seem to be working properly.
Whenever I change any of the company details on any template, it changes it on all the others templates as well.
I have spoken to QB support, but all I got from them was "that's how it is designed", which doesn't make any sense.
Why would you design it so that it intentionally doesn't work?
that is like designing a door that won't open and close.
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Account Management
Hello Captain-Obvious,
You can use the import style feature to create a template for each brand. This way, you can customize each company details. I'll walk you through how.
First, let's enable your import option. Here's how:
- Click Gear.
- Click QuickBooks Labs.
- Switch to On button to enable.
- Click Done.
Then, let's import an invoice by following these steps:
- Click Gear.
- Click Custom Form Styles.
- Click the New style drop-down, and click Import style.
- You can download the sample invoice and make edit your custom invoices.
- Upload the invoice and map your template with QuickBooks.
- Click Save and enter a template name.
- Click Save.
Once done, create an invoice using the imported template.
I've attached some screenshots for you.
Please read this handy article for more information about importing invoices: Import custom form styles for invoices or estimates.
Feel free to visit our page for future help regarding: Manage Customers and Income.
You can always swing by anytime if you need help with anything else.
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Account Management
how do I download the invoice template in order to edit it?
I do not see any download option.
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Account Management
nevermind, I found it on the import page
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Account Management
Great, let us know if you need any further help with importing invoices!
Thanks,
Talia