How to Set Up Custom Invoice Templates in QuickBooks Online

This video shows you how to set up custom invoice templates to use in QuickBooks Online. To do this, we use Microsoft Word to create a template that is then imported into QuickBooks Online.
If you need help with anything QuickBooks related, visit our site www.QBalance.com

[@chrissybubbles4]

I agree that this is an excellent tutorial, but this functionality appears to have been completely removed for QBOPlus users (US Version). I can see it in my Pro Advisor own firm login, but not for a client who has a QBOPlus subscription. There is no longer a Style lab in QBOLabs, so there is nothing to turn on. Any ideas?

[@Edmiesta]

how do i do this on the 2022 edition of quickbooks? i absolutely hate the new invoices or estimates look, and cant figure out how to do this on the new version!

[@jaz11002]

Thank you very much for this video!!! I am designer and I was asked to use more graphic elements on the invoice form but needed support with the fields mapping in QB.

[@vinodmadushanka1531]

Hy miss can upload invoice estimate template new version QB online platform

[@jennyology2763]

Can we customise or edit the customer statement on Quickbooks online?

[@soledadascua2606]

is it possible to complete Qty and Total Amount with no decimals on Quickbooks online?

[@ejjimenez3753]

Excellent, how I can talk to you ?

[@AnthonyPero-sd8wr]

This video is frustrating to watch! Trainer guesses as she goes to see if she can get this to work right and makes changes as she goes fixing her errors. She guesses QuickBooks will guess mappings and realizes that she has to do some as she says some "Fadiddling" to get things located correctly and adds tables as fields pose problems. Alignment problems etc. It is a shame she doesn't have her presentation proofed before she uploaded it. Advanced?? Maybe. Prepared trainer I don't think so.

[@dsigner]

can qb online import templates from qb desktop?

[@milenahadzhieva9008]

Thank you for this video. Is it possible to upload a customized invoice template from QB Desktop to QB Online? We are switching to QB Online and our biggest concern is the Invoice set up.

[@GetSolution]

Hi, Please see how to customize your invoice template here: kzbin.info/www/bejne/m4m9n6ifbchriMk

[@globalizer]

​@@GetSolution Click bait. Video is about customizing an existing template in Quickbooks Desktop, but has NO MENTION WHATSOEVER of Quickbooks Online.

[@davidkozatch5815]

This is a great tutorial. However, I just started Quickbooks online and the "New Style" dropdown within Custom Form Styles DOES NOT INCLUDE the "Import Style" choice. I see 4 in the video but I've got three, with the import feature missing. Any thoughts?

[@shahathunruzny1379]

go to QB labs, and switch on the import feature