Hello there, @kateferguson.
I'm here to ensure you can import and customize your invoice template accordingly.
In QuickBooks Desktop, you're right that you can only use DES files to import invoice templates. Also, note that there are instances that some fields and data might change after importing it into the system.
Fortunately, you can customize your invoice template to ensure it has all your preferred information and field locations. Let me guide you on how.
- Go to the List menu, then select Templates.
- Find and click the template you want to update, then press Ctrl+E.
- On the Basic Customization window, select the Layout Designer tab.
- From there, move the fields based on your preferred order.
- Click OK to save the recent changes.
On the other hand, you can also utilize third-party applications to help you carry out your tasks from this website: Apps for QuickBooks Desktop Marketplace | Intuit.
Moreover, you might want to review this material to guide you on dealing with different template concerns: Fix common issues when you use and customize templates.
Feel free to comment in the thread if you have additional questions about importing and customizing invoice templates or other related concerns in QuickBooks desktop. We're always here to lend a hand.
