Thank you for taking the time to voice your concerns here. This is certainly not the experience we want you to have. Here are some additional details and a solution to use your imported/uploaded invoice template.

This concern is caused by a limitation in Progress Invoicing. The best way to fix this is by turning off the Progress Invoicing setting. After that, your imported (custom) invoice will display when converting an estimate to an invoice.

The Progress Invoicing setting can be turned off using the following steps:

Within QuickBooks Online > Select the Gear Icon > Accounts and Settings > Sales > Progress Invoicing > Uncheck box > Save

What is Progress Invoicing?

Progress Invoicing (Progress Billing) allows you to create multiple invoices from an estimate so you can keep track of the progress of a particular job.

Why doesn’t my imported form display when I convert an Estimate to an Invoice?

The System Template (Airy new) is the only template compatible with Progress Invoicing at this time. This template can be customized to display the progression of invoices and provide key information, such as Estimate Summary and the Due column. This level of detail is not available on imported invoices.

What if I do not bill in progression or use Progress Invoicing?

You can simply turn off the Progress Invoicing and your imported invoice will display when estimates are converted to invoices.

What if I use Progress Invoicing and an imported invoice?

Imported invoices are not compatible with Progress Invoicing at this time. For the best experience, please utilize the Airy new template, as the level of detail needed will display using this template.

We are always looking for ways to improve our products and services and your feedback has been shared with our product teams. Short term, please use the solution provided above. I will circle back with this thread once we have finalized a solution to use imported/uploaded invoice templates with progress invoicing.