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Replying to:
Jen_D
Moderator
Moderator
‎November 11, 2022 06:35 AM

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Thanks for reaching out to us, @-cylot-co-bw.

 

Let's make sure you're able to import custom form styles. If you're unable to access the preference in QuickBooks Labs, it might be enabled for your account already. If this happens, you can go directly to the Custom Form Styles window and import your forms from there.

 

Here's how:

 

  1. Tap Settings ⚙, then Custom Form Styles.
  2. Select the New style ▼ dropdown menu, then Import style.
  3. Choose a form type and select Next.
  4. Tap the Upload your .DOCX file field, then find and select your .docx template.
  5. Press Next.

 

I'm also adding here a link about mapping the imported sales template in QuickBooks Online for reference: Import custom form styles for invoices or estimates

 

I'm just a few clicks away if there's anything else you need. Just let me know by leaving a reply below. Have a great day!

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