- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Account management
I'm here to help you figure out why you're having a different template when importing your invoice, @BRIANE1.
The discrepancy in the invoice template used during the CSV import process is due to the mapping differences between your custom invoice template and the CSV file.
The fields in the CSV file may not align perfectly with the fields in your custom template, causing the system to default to a different template during import.
To address this, I recommend that once the invoices are uploaded into QBO, you can easily change the template for each invoice to your custom template. This can be done by opening the invoice in QBO and selecting your preferred custom template from the template options.
See screenshot below for your visual reference.
Additionally, I recommend visiting the following article to learn more about the accepted CSV formats in QuickBooks: Format CSV files in Excel to get bank transactions into QuickBooks.
I've got you these resources for additional reference and guide about importing invoice in QBO:
Keep me posted if you have any additional questions about importing concerns. I'll be right here to help.