Hi @jennybr,
Thank you for your prompt reply. I'll take care of this for you.
What my colleague @Ashleigh1 wants to know is if you're able to change the template of those invoices after you import them.
To check, follow these steps:
- Highlight the Sales tab.
- Search for the invoice(s) in question, then click to open it.
- When you have the invoice open, press the Customise menu.
- Select Standard.
On the other hand, you can also use CSV files to import bank transactions to your QuickBooks Online company. Take a look at this article for the steps: Import bank transactions using Excel CSV files.
Do any other questions come to mind? Place them in the comments below, and I'll be sure to get back to you.
