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

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Jen_D
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Thanks for posting here, @iwidjaja,

 

Yes, the steps in this thread is about QuickBooks Online. Don't worry, you can import custom forms invoices, sales receipts, estimates, statements, and purchase orders in the program.

 

Refer to the steps below:

  1. Open the company file that you want to import the template into.
  2. Go to the Lists menu, select Templates.
  3. Choose the Templates ▼ dropdown, select Import.
  4. Press the template you want to import, then select Open.
  5. Enter the name of the imported template. You can keep the original name or change it.
  6. Hit OK. You should now see the imported template on the template list. Go to the Lists menu and select Templates.

 

See this article to learn more about this process: Use and customize form templates

 

QuickBooks is using a default mapping for the fields on the template, if there are information that you can't include, I have another option for you. We have a website where you can find invoicing tools that also allow custom templates. They are compatible with the program so there is no problem with the integration. Here's the link: https://desktop.apps.com/home

 

We also have a separate forum called Intuit Developers where you can find engineers who can help suggest third-party apps and help with program integrations. Here's the link to the website: Intuit Developers Community.

 

Please know that I'm always here for your questions and concerns about QuickBooks. If you need any help, tag me or post here anytime.

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