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#Create custom invoices for use with quickbooks download

* When EZ Map Keys for Tables are used they must always start after a table's header row This can happen due to any of the following reasons This situation can occur if the final output cannot be formed. The style you want to import should have at least one field that has to be mapped to data. We recommend that you save a local copy of the template you imported, and take a quick note of the mappings you selected.ĭo I have to have a field mapped to import a style?

#Create custom invoices for use with quickbooks download

Only word (.docx) documents under 2MB can be uploaded to QuickBooks.Ĭan I upload a style with multiple pages?Ĭurrently, you cannot download the style that was imported. Your new style is now ready to use on your invoices! Have any questions? Check out our FAQs below:Īre there any restrictions on what I can upload? When everything looks good, simply click Save and create a name for your new style. From there you’ll map your fields so QuickBooks knows what values you want.Ĩ.

This includes a catalog of EZ Map Fields Catalog. **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. Choose Invoice under Pick Your Form Type.Ħ. Under Your Company, click on Custom Form Styles. Go to the Gear Icon in the upper right-hand corner.Ģ. Now you have your template ready to go and want to start using it in QuickBooks Online! Let’s walk through the steps together:ġ. Step 2 - Import your template into QuickBooks Online docx file types or older MS Word documents renamed as. O Adding or updating hidden links or merging fields Avoid the following elements as they will not transfer correctly/cause issues with your import:.Formatting of the first non-header row repeats on all rows.Table Fields in the first non-header row of a table are repeated until all rows in your invoice are rendered.Table Fields must always be placed inside tables.O Times Roman, Times Bold, Times Italic, Times Bold-Italic

O Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique O Courier, Courier Bold, Courier Oblique, Courier Bold-Oblique

For us to upload your style successfully, you will need to use one of our supported fonts:.

Don’t mark data that doesn’t change - information like your company name, address, and contact information stays the same, so there’s no need to mark them on your forms.

Indicate which fields you want QuickBooks to map data to by marking it with opening and closing angle brackets “” Refer to the EZ Map Field list below to find out which QuickBooks fields you can use in your imported templates.

Let’s start with some tips to ensure your upload process runs smoothly. If you’re a Word expert or novice, we’re here to help you get started. It only takes a few steps to give you that flexibility in QuickBooks Online to let your invoices reflect your style. You can also add special sections, including legal disclaimers, a remittance tear-off sheet or notes to customers.Ĭlick the "Print Preview" button to see how the customized invoice appears with your changes.Want to make your invoices more engaging? Add a little flair to your brand by creating your own custom invoice template. QuickBooks allows you to customize every part of the invoice, including adding or moving your company logo, changing the position and appearance of the company's name and contact information, changing the invoice title, and adding, amending or removing fields on the invoice. Select your customization preferences from the options pane. Click the "Close" button to exit the preview screen.Ĭlick the "Customize" drop-down menu and select "Manage Templates" from the options.Ĭlick on each template thumbnail in the Template Gallery to preview how it will appear as an invoice.Ĭlick the "OK" button to select and open your preferred template. This can help you decide how you want to customize the template. Click the "Print Preview" button to see how your current invoice template appears when printed or sent as an email attachment.