How to import Custom Invoice Templates into QuickBooks Starter subscription?


Hi mindartsmv,

You need to enable the Import Functionality feature to import your custom invoice template. Let me show you how.

  1. Click the Gear icon at the upper-right corner.
  2. Click on QuickBooks Labs.
  3. Toggle the switch for Import Style to On and click Done to save your changes

Once done, you can now import your custom invoice template.

Here's how:

  1. Click the Gear icon at the upper-right corner.
  2. Select Custom Form Styles.
  3. Under the New Style drop-down, select Import Style.
  4. Select your file and click Next to upload your document.
You can also check this article to guide you on how to prepare your Microsoft Word template.

I have this article for future reference: Add And Match Downloaded Banking Transactions.

If you have any other concerns, please let us know. We're always right here to help you.
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IntuitMariaS , Community Support Specialist
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