Hello there, @harrison.
I'll be happy to help you get to the bottom of these mapping and preview issues. Have you tried downloading the sample file that QuickBooks provides and comparing it to your custom template? This is a general example of how a template should be built and might offer clues as to what tweaks are needed to correct the issue.
To obtain the sample file
- From QuickBooks Online, click the Gear (⚙) icon and select Custom Form Styles.
- On the New Style menu, choose Import Style.
- Click Download a sample invoice.
Regarding the preview not working correctly, the guide suggests this may be the result of certain fields not being contained inside tables. Double-check that all of the fields you're importing are correctly mapped to the inside of a table in Word. To best determine the purpose for the automatically downloaded file, can you clarify what the file type is (i.e. .XLS, .JPG, .DOCX)?
In addition to this thread, the Import Styles guide is available at its own link for your convenience. Be sure to touch base with me here on your results with this, I want to make sure you're taken care of. Thanks for coming to the Community, I'll be standing by for your response.
