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PreciousB
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Hello accountingcaliber,

 

I know this wasn't an easy process for you. Let me help and get you back to running your business.

 

The sales forms in QuickBooks Online (QBO) are designed to be customized the way you want it to be. You can import custom form style from Word.

 

Here's how:

 

To enable Import Style in QuickBooks Labs:

  1. First, click the Gear icon, then choose QuickBooks Labs.
  2. Turn on Import Style.
  3. Hit Done.

image.png

To import a custom template into QBO:

  1. Select the Gear icon, then Custom Form Styles.
  2. Click the New Style drop-down and choose Import Style.
  3. Choose Browse and select the template file.
  4. Select Next to upload your document.

image.png

For additional information, take a look at this article: Import custom form styles.

 

I'd like to make sure that you're able to resolve this concern, so please let me know how that works or if you need anything else. Best regards.

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