Importing Invoice Templates in QuickBooks Online

QuickBooks Online is a popular choice for businesses of all sizes and sectors due to its rich features and flexibility. Intuit, the company behind QuickBooks, regularly releases updates that enhance the software's functionality and add new features to meet the needs of small and medium-sized businesses.

One of the latest updates to QuickBooks Online has changed the look and feel of customer invoices. Unfortunately, it is not possible to edit the Classic invoice style in the new version. However, you can import an invoice template that meets your specific requirements.

Steps to Import an Invoice Template

To import an invoice template in QuickBooks Online, follow these steps:

  1. Click on the Company Name and select QuickBooks Labs at the upper right-hand corner.
  2. Turn on the Import Style option and click Done.
  3. Click on the Company Name again and select Custom Form Styles from the upper right-hand corner.
  4. Select the menu next to New style and click on Import Style.
  5. Follow the proper import process to upload your template.

Ensuring the Correct Template is Used

After importing your invoice template, you need to ensure that you are using the correct template when creating invoices. To do this:

  1. Open an invoice.
  2. Go to the bottom menu and click Customize.
  3. Select the correct template from the list.
  4. Click Save.

By following these steps, you can create invoices that match your business's unique style and branding.


Q: Can I edit the Classic invoice style in QuickBooks Online?

A: No, it is not possible to edit the Classic invoice style in the latest version of QuickBooks Online.

Q: How can I create custom invoices in QuickBooks Online?

A: You can import an invoice template that meets your specific requirements by following the steps outlined in this article.

Q: What if I have trouble importing my invoice template?

A: If you encounter any issues while importing your invoice template, double-check that you are following the proper import process. If the problem persists, consider reaching out to QuickBooks support for assistance.

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