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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Rose-A
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Hey there, Tawni.

I appreciate the details and the screenshot you've attached. Let me provide a little more information about importing templates in QuickBooks Online.

 

It's important to review each field to make sure that the mapped fields from your template correspond to the correct fields in QuickBooks Online. Since this information is not properly displayed in place, we recommend that you enter it directly into your template before importing them.

 

This article contains additional insight about importing templates in QBO: Import custom form styles for invoices or estimates.

 

I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.

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