Rose-A
Moderator

Transactions

Hey there, PGVicky.

 

I'd be glad to help you import your invoice template in QuickBooks Online. Before importing your invoice template, ensure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. 

 

To ensure the message field will not show on the statement box, you may need to review your template mapping before importing into QuickBooks.

 

You can check this link in checking and ensuring your invoice fields are mapped correctly: Download instructions & samples.

 

Also, I'm including this article to sere as your guide when importing your templates in QuickBooks: Import custom form styles for invoices or estimates.

 

You can always get back to me if you have any other importing concerns. I'll stick around to help you out.