how to import template styles from word for estimates and invoices


Hi lindi

I'd be happy to guide you through on how to import templates to QuickBooks Online.

With QuickBooks Online, you can easily import custom invoice and estimate templates.

First, you'll need to enable the import style in QuickBooks Labs. Here's how:

  1. Go to the Gear icon at the upper right.
  2. Select QuickBooks Labs.
  3. Scroll down the screen and toggle the switch for Import Style to On.
  4. Click on the Done button.

Once done with the steps above, you can now go ahead and import the invoice or estimate templates.

Here are the steps:

  1. Go to the Gear icon at the upper right.
  2. Select Custom Form Styles.
  3. Click New style, then select Import style.
  4. Select the form type, then click on the Browse button.
  5. Click on the Next button, then map the fields for the template until finished.

For more information about importing an invoice or estimate template, you can also read this article: How to Import Custom Invoice/Estimate​.

If there's anything else that you need help with, don't hesitate to comment below. I'm here to further help you.

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IntuitCyndee , Community Support Specialist
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