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TaliaI
QuickBooks Team

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Hello Mee1977,

 

When creating invoices from estimates (using the progress invoicing feature), the system is designed to default back to the Airy template - and so will not use your import form style. The workaround for this is to: open the Estimate and instead of converting it to an Invoice, mark the Estimate as Closed. You can then create the Invoice manually based on the info prefilled from the Estimate.

 

Thanks,

 

Talia

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