Want to make your invoices more engaging? Add a little flair to your brand by creating your own custom invoice template. It only takes a few steps to give you that flexibility in QuickBooks Online to let your invoices reflect your style.
Step 1 - Create your template in Word
If you’re a Word expert or novice, we’re here to help you get started. Let’s start with some tips to ensure your upload process runs smoothly.
o Arial Unicode MS
o Courier, Courier Bold, Courier Oblique, Courier Bold-Oblique
o Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique
o Times Roman, Times Bold, Times Italic, Times Bold-Italic
o Symbol
o Zapf Dingbats
o ClipArt, Word Art
o Animated GIFS
o Embedded files
o Adding or updating hidden links or merging fields
o Files over 2MB
o Non .docx file types or older MS Word documents renamed as .docx files
Step 2 - Import your template into QuickBooks Online
Now you have your template ready to go and want to start using it in QuickBooks Online! Let’s walk through the steps together:
1. Go to the Gear Icon in the upper right-hand corner.
2. Under Your Company , click on Custom Form Styles .
3. Click on New Style .
4. From the dropdown choose Import Style .
5. Choose Invoice under Pick Your Form Type.
6 . Upload your template. **Note: This is also where you can download the Import Guide if this is your first time and would like some help setting up your template. This includes a catalog of EZ Map Fields Catalog .
7. From there you’ll map your fields so QuickBooks knows what values you want.
8. When everything looks good, simply click Save and create a name for your new style.
Your new style is now ready to use on your invoices! Have any questions? Check out our FAQs below:
Are there any restrictions on what I can upload?
Only word (.docx) documents under 2MB can be uploaded to QuickBooks.
Can I upload a style with multiple pages?
Can I download my imported form style?
Currently, you cannot download the style that was imported. We recommend that you save a local copy of the template you imported, and take a quick note of the mappings you selected.
Do I have to have a field mapped to import a style?
Yes. The style you want to import should have at least one field that has to be mapped to data.
I see a blank screen after mapping
This situation can occur if the final output cannot be formed. This can happen due to any of the following reasons
* Incorrect use of Table (ex. Some Table Fields are left empty)
* When EZ Map Keys for Tables are used they must always start after a table's header row
* Typos (ex. missing braces)
Why is my Table row tall?
Import Styles uses the properties of the first non-header row of a table to format other rows in the same table. Please adjust your column widths and try again.
Do you support imports for other form templates?
Currently, we only support import for Invoice & Estimates templates in US Region, but we’re exploring other form types to support as well.
I need more data fields to be mapped
EZ Map Field catalog lists all data that can be mapped from QBO. Fields not present in this catalog can't be mapped into Templates. Please provide feedback through the help widget to request more fields
There you have it, time to get creative! Get your invoices looking exactly how you want them to and make the best impression on your customers.
Stay tuned for another post on how to customize your invoices directly in QuickBooks Online, no upload needed!