Thanks for taking the time to post your concern here in the Community, @RMG3.

Importing invoice from QuickBooks Online to QuickBooks Self-Employed is unavailable since they are different QuickBooks products. You can only import transactions from QBO to QBSE using.CSV file and have the option to manually add them.

In case you need to import transactions into QBSE, you'll need to check out this article on how to export list data in QBO. Once done, you can now import your. CSV file into QBSE. Here's how:

1. Select the Gear Icon at the top.
2. Choose Imports.
3. Click Imports old transactions on the right for the account you want the transactions to belong to.
4. Follow the instructions onscreen to finish importing your data.
5. Select import.

For additional reference, you can check this article: Import transactions from other sources.

Also, in QBSE, you only have one set of customization settings for your invoices. Once you customize, the update will apply to all of your invoices going forward. Let me show you how.

1. From the left menu, select Invoices.
2. Select Create Invoice or Edit an existing one.
3. Click the Customize button and edit the necessary details.
4. Hit Save.

You can learn more about setting up your invoice preferences through this article: Create invoices in QuickBooks Self-Employed. It provides a guide on how to turn on online payments to let your customers pay their invoices electronically.

If you're using QuickBooks Online, refer to this article on how to manage your invoice transactions:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Manually import transactions into QuickBooks Self-Employed

Just in case you want to learn how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.

If you need additional help, feel free to reach out to me. I'm always here to provide further assistance with anything QuickBooks-related. Have a good one!