Thank you for joining this thread, mamnazeer.
I'm here to share some information and guide you in importing custom forms in QuickBooks Online.
For new QuickBooks Online accounts, the Import Styles option will no longer be available within QuickBooks Labs as of June 29, 2021. Existing accounts may continue to use DOCX templates uploaded prior to this date.
To do this, design your own .docx template for your custom form and map your template fields. Download and use QuickBooks Online EZ Map Fields Catalog as your guide. Once you've created the docx template, you can follow the steps below on how to import your file.
Here's how:
- Go to Gear ⚙ icon, then Custom Form Styles.
- Click on New style ▼ dropdown menu, then Import style.
- Choose a form type.
- Select Upload your .DOCX file field, then find and select your .docx template.
- Once done, hit Next.
For more information and to learn how to fix any errors when uploading your form or matching fields, check out this link: Import custom form styles for invoices or estimates.
I'm also adding this article to learn how you can personalise your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.
I'll be here to you still need assistance or if you have follow-up questions about importing custom form styles. Take care and have a wonderful day!
