MaryLandT
Moderator

Other questions

Hi there, @jon86320.

 

Importing a customized invoice template is already a feature in QuickBooks Online. You'll simply need to turn on this option from the QuickBooks lab.

 

Let me show you how to do it.

 

  1. Go to the Gear icon, then choose QuickBooks Labs.
  2. Toggle the switch for Import Styles to On.
    import invoice template.PNG
  3. Click the blue Done button.

 

Once done, go back and click the Gear icon, then select Custom Form Styles. At the upper-right, click the New style drop-down arrow and then select Import style.

 

I'm also adding these articles to help map fields with what's in QuickBooks.

 

 

After importing your invoice template, you can start creating invoices and record payments in QuickBooks.

 

Let me know if there's anything else you need by commenting below. I'll be around to help import your invoice template.