Part I: Design a Customized QuickBooks Online Invoice Template Using Google Docs/Microsoft Word
For whatever reason, QuickBooks Online only accepts custom invoices and estimates so long as they're in a Microsoft Word Doc format.
Note: We prefer customizing and editing our sales forms using Google Docs. If you’re like us, then all you need to do to convert your Google Doc to a Word Doc is go to “File” and select “Download as Microsoft Word”.
Quick Start: How to Create a Customized QuickBooks Online Invoice Template
Design your QBO invoice template or estimate.
Apply angle brackets to data you want to map with QuickBooks Online fields.
Use tables to layout your form’s contents.
Create table layouts with simple rows and columns for the best results.
1. Design your QBO invoice template or estimate.
Note: QuickBooks Online only supports the following Microsoft Word font styles:
Times Roman, Times Bold, Times Italic, Times Bold-Italic
2. Apply angle brackets to data you want to map with QuickBooks Online fields.
Note: Do not mark the data that does not change (e.g., company name, address, and contact information). Be sure to use Microsoft Word tables in QuickBooks Invoice Templates.
3. Use tables to layout your form’s contents.
Note: Merged or split cells and tables placed inside of tables may cause unexpected problems.
4. Create table layouts with simple rows and columns for the best results.
Note: To avoid issues, do not add the following elements:
Adding or updating hidden links or merging fields
Files over 2 MB
Non .docx file types or older Microsoft Word documents renamed as .docx files
Part II: Enable Import Style Feature in QuickBooks Online
Before you can import your own customized sales forms you need to enable the Import Style feature in QuickBooks Online. Enabling this feature allows you to import fully customized invoices and estimates.
Quick Start: Enable Import Style Feature in QuickBooks Online
Click on the Gear icon from the QuickBooks dashboard and select QuickBooks Labs.
Click on the Radio Button to turn the Import Style Feature on.
1. Click the Gear icon and select QuickBooks labs.
2. Click the toggle for Import Style from Off to On.
Part III: Import Your Customized QuickBooks Online Invoice Template or Estimate
Once you’ve created your new invoice or estimate template, you can then upload it into QuickBooks Online. To do this, you’ll need to match some fields.
Quick Start: How to Import QuickBooks Online Invoice Templates and Estimates
Click the **Gear icon **and select Custom Form Styles to begin importing your custom template.
Select Import Style from the New style drop-down.
Pick your form type as either Invoice or Estimate.
Click Browse to upload your custom invoice template.
Map your invoice template fields with QuickBooks when prompted.
Correct any field mapping if needed.
1. Click the Gear icon and select Custom Form Styles to begin importing your custom template.
2. Select Import Style from the New style drop-down.
3. Pick your form type as either Invoice or Estimate
4. Click Browse to upload your custom invoice template.
5. Map your invoice template fields with QuickBooks when prompted.
6. Correct any field mapping if needed.
Text Invoice Reminders - Get Paid Faster: How MessageDesk Improves Your QuickBooks Online Invoicing Workflow
Getting paid isn't easy. When an email invoice reminder doesn't cut it, you need a new way to reach your customers.
Text messaging is one of the most widely adopted, convenient, and preferred ways to remind people to pay their bills.
MessageDesk's integration syncs QuickBooks Online customers and invoices. It automatically pulls in and updates and this information while making it easy to text payment reminders.