Thanks for bringing this importing concern to my attention, @zemboe.
Is it safe to say you have performed the steps provided by my colleague, @JamesDuanT and you’re still unable to import your customize invoice template? May I ask what specific error did you get?
Depending on the error you’ve received when uploading your form or matching fields, here’s how you can fix it:
- size_validation_error This means your invoice template is too large to upload. Ensure that your file is less than 2MB.
- extension_format_error This means you have selected or uploaded an unsupported type or format of invoice.
For a more detailed information, you may check out this article: Import custom form styles for invoices or estimates.
If you need further help with importing your customer’s list, I’d recommend contacting our Customer Care Team. A specialist will be able to further assist you via secured remote access session.
Here’s how to contact us:
- Go to the Help menu.
- Click Contact Us.
- Under How can we help?, type in your “Import Customer’s List”.
- Hit Continue.
- Click Get our phone number to contact us.
Keep me posted on how things work on your end. I’m always here to lend a hand in making sure you’re able to successfully import sales forms templates in QuickBooks Online.
