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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
ShiellaGraceA
QuickBooks Team

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Hello Captain-Obvious,

 

You can use the import style feature to create a template for each brand. This way, you can customize each company details. I'll walk you through how.

 

First, let's enable your import option. Here's how:

  1. Click Gear.
  2. Click QuickBooks Labs.
  3. Switch to On button to enable.
  4. Click Done.

Then, let's import an invoice by following these steps:

  1. Click Gear.
  2. Click Custom Form Styles.
  3. Click the New style drop-down, and click Import style.
  4. You can download the sample invoice and make edit your custom invoices.
  5. Upload the invoice and map your template with QuickBooks.
  6. Click Save and enter a template name.
  7. Click Save.

Once done, create an invoice using the imported template.

 

I've attached some screenshots for you.

 

Please read this handy article for more information about importing invoices: Import custom form styles for invoices or estimates.

 

Feel free to visit our page for future help regarding: Manage Customers and Income.

 

You can always swing by anytime if you need help with anything else.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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