Let's perform some troubleshooting steps to ensure that QuickBooks Online (QBO) uses the default invoice template when importing invoices, joemyrick.
To ensure that QBO uses the default invoice template when importing invoices, we need to make sure we have set your preferred template as the default template. Here's how:
- Go to the Gear icon on the top menu.
- Choose Custom Form Styles.
- Find the template you want to use and click the down arrow on the Edit button.
- Select Make default.
When importing invoices, QBO may not directly prompt you to choose a template. Therefore, your desired template must already be set as the default as per the previous step.
Also, when you set a customized form as the default style, the program should use that one moving forward when you create a new invoice. If you need to import and design custom form styles for your invoices, you can follow the detailed steps in this article: Import custom form styles for invoices or estimates in QuickBooks Online.
If the invoices are still imported using the wrong template, we can modify them individually after import. We can follow the steps below:
- Go to Sales on the left side menu.
- Choose Invoices.
- Open each invoice and click the Customize tab at the bottom to change the template. Then, repeat the same steps for other invoices.
Moreover, you can refer to this article about the new release for estimate and invoice layout in the program: See what’s new with estimates and invoices in QuickBooks Online.
Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can always utilize the REPLY button below if you have any additional concerns about importing invoices or any QuickBooks-related concerns. You have a good one, joemyrick.
