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Replying to:
jamespaul
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Hello, queencitypi.

 

I appreciate taking the time to reply to us. I'd like to take over and help you edit your template. 

 

Was the template made using the Import Styles feature (through a .docx file)? If this is the case, we're unable to edit the template format directly in QuickBooks. The program only keeps a PDF version of the file. 

 

One way to edit your template is to find the original .docx file and edit the texts to a uniform black. Then, re-upload it in QuickBooks. 

 

Take note that we've removed the Import Styles feature sometime ago. Although if you have enabled this before, you can still upload and use the .docx files for your invoices. 

 

If you've disabled the feature, you might not be able to see the template on the Custom form styles page anymore. 

 

Other details about the Import Styles feature (including the update) can be found here: Import custom form styles for invoices or estimates.

 

However if this template is made using a third-party app, I would recommend contacting the app's support channels. Their agents will guide you on how to edit your template. 

 

After editing your template, do you need help categorizing your bank transactions? This article will definitely guide you: Categorize and match online bank transactions in QuickBooks Online.

 

If you'd like to edit the preset templates or customize other forms, please let me know what you need to do.

 

Do you have any concerns on other features? Add them to your reply and I'll ensure your needs are taken care of. 

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