Let's get your customized forms working, @foster1957. This way, you'll be able to continue monitoring your business progress through QuickBooks Online (QBO).
The imported invoice style isn't compatible with the progress invoices. If you're using this feature, you can utilize the Airy new template in the Custom form styles page to display all the information you need. Here's how:
- Go to the Gear icon.
- Select Custom Form Styles.
- Click New Style.
- Choose Invoice.
- In the Design tab, select Change up the template.
- Choose Airy new.
- Update your logo, colours, and font.
Once done, go to the Content tab to start customizing the details in the form's three sections namely header, table, and footer. To edit each section, kindly refer to this article's Step 3: Customize the info on your forms for the detailed steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.
On the other hand, if you're company isn't using the progress invoices feature, you'll have to turn it off so the imported invoice template will display after converting an estimate to an invoice. Let me guide you how.
- Go to the Gear icon.
- Select Accounts and Settings.
- Go to the Sales menu.
- Unchecked the Create multiple partial invoices from a single estimate box.
- Select Save.
After accepting the estimate from your customer, you can now easily turn it into an invoice using your customized form. For the detailed steps, you can check out this article: Convert an estimate into an invoice in QuickBooks Online.
Please let me know if you have other concerns. I'm just around to help.
