Importing Custom Invoice Templates into QuickBooks Online

In just a few steps, you will be able to import styles that bring enhanced flexibility to your invoices and let your brand shine! and get to know How Importing Custom Invoice Templates into QuickBooks Online.

Step 1 – Make sure you have enabled Import Styles in QuickBooks Labs

1. Click on the Gear icon in the upper right corner and select QuickBooks Labs 
2. Scroll down the screen and toggle the switch for Import Styles to On.
3. Click the blue Done button. 

Step 2 – Create your template in Word

Following these tips will make sure that your forms look their best when you import them into QuickBooks Online:

• Indicate which fields that you want QuickBooks to map data to by marking it with opening and closing angle brackets “<“and “>”  Refer to the EZ Map Field list below to find out which QuickBooks fields you can use in your imported templates.
• 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.
• For us to upload your style successfully, you will need to use one of our supported fonts:
  – Arial Unicode MS
  – Courier, Courier Bold, Courier Oblique, Courier Bold-Oblique
  – Helvetica, Helvetica Bold, Helvetica Oblique, Helvetica Bold-Oblique
  – Times Roman, Times Bold, Times Italic, Times Bold-Italic
  – Symbol
• Technical note: fields that are independent from each other and don’t repeat are known as Scalar Fields. Examples of Scalar Fields include invoice numbers, invoice due dates, and total invoice amount. In contrast, Table Fields are fields that go together as part of a larger objects and repeat, such as fields in the Activity Table or Account Summary on invoice.
• In order to make Import Styles work for you, follow these best practices:
  Scalar Fields can be placed inside text boxes or tables. However, Scalar and Table fields should NOT be part of the same table.
• Table Fields must always be placed inside tables
• Table Fields in the first non-header row of a table are repeated until all rows in your invoice are rendered. All other rows are ignored
• Formatting of the first non-header row repeats on all rows. Don’t be surprised by this

• Avoid the following elements as they will not transfer correctly/cause issues with your import:

•           – Audio

•           – ClipArt, Word Art

            – Animated GIFS

            – Embedded files

            – Adding or updating hidden links or merging fields

            – Files over 2MB

            – Non .docx file types or older MS Word documents renamed as .docx files

Step 3 – Import your template into QuickBooks Online

To import your customer template, follow these steps:

1. Click on the Gear icon in the upper right corner and select Custom Form Styles
2. Click the arrow next to New style and select Import style
3. Select a form type and click the upload field to select your template file. If you already have a design in docx (MS Word 2010+) format, you may directly proceed to the next step. If you want to start from scratch, we suggest that you download a sample template and modify it according to your needs.
4. Click Next to upload your document for Importing Custom Invoice Templates into QuickBooks Online

The uploaded document is analyzed and scanned for marked fields prior to mapping.

 Received an error during uploading?  Don’t worry, here’s how to fix it:

 Step 4 – Map marked areas in your document to QuickBooks data fields

Once the upload is complete, QuickBooks will make an initial pass at mapping fields using an algorithm that tries to predict the most applicable data with the marked areas on your template.

It’s important to review each field to make sure that the mapped fields from your template correspond to the correct fields in QuickBooks Online.

Each marked section on your document will have a number next to it, this corresponds with the number on your invoice preview. As an example, note the numbering and mapping of fields highlighted below:

As you can see in the image, some of the fields are not correctly mapped.  To change the mapping you can either:

• Click on the drop down for the line you want to change and scroll through until you find the mapping you want

• Type the word that you know corresponds to the mapping in the drop down and select from the list – for example, type in “Total” and it will only show fields that contain the word in them.

Once everything is linked correctly and looks good, go ahead and click the Next button at the bottom of the screen and you will be able to see a preview of your invoice.

If you are happy with the way everything looks, simply click Save and type in a name for your new style. Your new style is now ready to use!

Errors during mapping?

Step 5 – Use your custom style invoice

Using your new custom template is as easy as creating the invoice as normal, then clicking on Customize at the bottom of your screen and choosing the saved custom template.

 FAQs

If you have any questions, we’re here to help! We’ve put together answers to some common questions to get you back to business quickly.

“We can’t display a preview.  Please correct your mappings in the previous steps and try again” 

Certain fields are expected to be inside tables. For example line item information like Quantity, Product, and Price are tabular and should be inside tables. Please make sure while mapping that these fields are mapped to fields inside tables in style being imported.

Some data is not appearing in the printed or preview document.  Why?

We use settings in your Standard form style to decide how data is handled and presented in your imported templates. Please enable the desired settings in your standard style by following the steps below:

1. Click the Gear Icon then select Custom Form Styles.
2. Locate your Standard template, then click Edit.
3. Enable your desired settings, and click Save.

Your data should now appear in your imported style.

It’s also important to note that if you do not add mappings to your style for your invoice field, that data will not be displayed on your forms later. For example, if you do not map a field for “Shipping Charge Value”, shipping costs will not appear on your form regardless of if you have entered them on your invoice for Importing Custom Invoice Templates into QuickBooks Online

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?

Yes

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 mapping
* 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 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 import 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.