I understand that you would like to import an invoice template in QuickBooks Online (QBO), Luluwawa. I'd be happy to assist you with that.
QuickBooks Online (QBO) has a feature that allows you to import customized invoice templates. Before doing so, let's make sure to map your template fields.
- Open your DOCX template.
- As you design your template, identify text or fields that don’t change with each print. Logos, company information, certifications, and such are static info. Make it part of your template.
- Replace all fields with scalar or table fields, as appropriate to your chosen form type.
- Make sure all fields match the EZ Map fields defined in the EZ Map catalogue.
After you have finished setting up, go to the Gear icon and choose Custom Form Styles. Then, click on the dropdown menu for New style located at the top-right corner and select Import style.
Additionally, here are some articles that you can read to help personalize the appearance and layout of sales forms:
Keep your post coming if you have more questions about importing custom templates in QBO. I want to ensure you're taken care of. Have a great day!
