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Replying to:
HoneyLynn_G
QuickBooks Team

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Hello there, @alistairparker.

 

Thanks for joining this thread and voicing out your feedback. I'm here to divert your impression with QBO's import feature for estimate and invoice templates.

 

I can share some insights on how to utilize the import option.

 

We offer a lot of options for the imported templates in QBO. Just make sure to follow the guidelines and map them precisely. I advise downloading the QuickBooks Online EZ Map Fields Catalogue for the guide. To delete(remove) or add custom fields, make sure those headers are set up correctly. 

 

Another option aside from importing your preferred transaction template is customizing them within QBO. For the steps on how, you can refer to the How to customise invoices, estimates, and sales receipts article.

 

I want you to know that your voice matters. I'll be sending a product suggestion on your behalf based on this interaction.

 

That should do it. Let me know the results after trying my recommendation above. I'm still here to help you more.

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