Thanks for joining this thread, @michelle22.
I appreciate your efforts in performing those steps in mapping your template from your end and its results. I'd like to share some details and solutions, so you can save your template correctly.
The steps you've performed are the correct way of mapping your customer's name<customername>. However, you'll have to make sure you use the correct font styles and the file types you need to avoid when uploading the form.
Here are the fonts you can use in your custom form.
- Arial Unicode MS
- Courier, Courier Bold, Courier-Oblique, Courier Bold-Oblique
- Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique
- Times Roman, Times Bold, Times Italic, Times Bold-Italic
- Symbol
- Zapf Dingbats
These file types may cause issues when uploading your custom form. Be sure to avoid them.
- Audio
- ClipArt, Word Art
- Animated GIFS
- Embedded files
- Adding or updating hidden links or merging fields
- Files over 2MB
- Non-.docx file types or older MS Word documents renamed as .docx files
Also, make sure to use tables with simple rows and columns to avoid unexpected results.
For more details, you can refer to this article: Import custom form styles for invoices or estimates. You can also download the entire QuickBooks Online EZ Map Fields Catalog. It contains the correct description and how to properly map the form.
To be guided in adjusting the general layout and look of your template and how to create a recurring transaction, I encourage reading this article:
Don't hesitate to add a post/comment below if you have any other questions about forms and invoices. I'll be sure to get back to you.
