Importing custom Invoice Templates in QuickBooks Online

by James Antonio

Generally, as a new business user, people prefer to use the default invoice template given in QuickBooks, and believe me it is a great option to choose. But later when your business grows, you may want some particular details to be included in the invoice. So then, you choose the path for importing custom invoice templates in QuickBooks Online.

You can include details like company name and logo, this leaves long lasting impression on your customers and they will prefer you as a supplier. In the next section we will discuss how we can enable import functionality in QuickBooks, and actually import the custom invoice templates in QuickBooks.

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How to Enable Import Functionality in QuickBooks?

For enabling the import functionality in QuickBooks online, you have to follow the below step-wise simple process:

Step 1. You need to initiate the process steps by first clicking on the gear icon on the top right corner of the QuickBooks page.

Step 2. After the above, once you have clicked on gear icon, it will open a drop-down box.

Step 3. Now you need to go to the left of the drop-down box and under your company list, you will find QuickBooks lab, you need to click on it.

Step 4. Now you need to toggle the ‘import style’ option to ON, you will be able to find this option on the screen once you have completed the step 3.

Step 5. After that, you need to go to the bottom right corner of the page and click on Done to save your preferences.

You can create your invoice templates on Microsoft word or Microsoft excel and import it in the QuickBooks Online.

How to Import Custom Invoice Templates in QuickBooks Online?

You can follow the below simple steps to import the custom invoice templates in your QuickBooks Online account:

Step 1. Start by clicking on Gear icon on the top right corner of the QuickBooks screen.

Step 2. Now you need to choose ‘custom form styles‘ from the list and it will let the mini drop-down box fall down and you need to select the drop-down styles from the list.

Step 3. In this step, you need to choose ‘Invoice‘ as your form type and then click on Next. After that, click on browse and search your .docx file and click on upload and then click on Next.

Step 4. In this step, you need to look and review the important mappings. If you want to the mapping yourself then you can enable the manual mapping by checking ‘I want to map my template fields’. After this you will be able to map all the fields as per your selection from the drop-down list. After doing this, you need to click on Next again.

Step 5. Now once you are done with all the mapping part, QuickBooks will show you the preview of the template, you need to review everything and click on Save.

Step 6. In the last step, you need to give a name to your custom invoice template style and then click on save. This will enable your new custom template invoice to be ready for future use.

How to Import the Bulk Invoices to QuickBooks?

Well, if you want to import bulk invoices to QuickBooks, you can follow below steps:

Step 1. You need to start the process by clicking on New import, after that you need to select the file from your computer.

Step 2. After that, you need to select your invoice sheet and select the invoices in the QuickBooks entity. And then you need to map all the fields in relation to the QuickBooks attributes.

Step 3. Now you need to click on preview and check if everything looks alright and after that click on Upload.

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Hoping the processes above are explanatory enough to help you out where ever you get stuck. But we have also a list of frequently asked questions from users for you, which hopefully will guide your regarding any further questions you would have around the topic or related things.

What are the Process Steps to Scan a Receipt in QuickBooks online?

You can choose from the different options to scan the receipt in QuickBooks Online, the options are listed below:

You can choose to drag and drop the image of your invoice in your QuickBooks mobile app.
You can choose to upload the receipt directly into QuickBooks Online.
Lastly, you can choose to forward the receipt via email.

You can choose any of the above option as per your ease and convenience.

Can you List Down the Transactions that cannot be Reclassified through Reclassification Tool?

Well, you just need to be aware that any transaction that is using account payable and receivable specifics like invoices, bills cannot be reclassified with the help of the reclassification tool. And other transactions that are linked to these ones with account and class are also not reclassified.

Can you let me know the Steps to Delete a Transaction in QuickBooks?

You need to first click open the QuickBooks online on your system using your system browser and then log in with your credentials. After that, you need to search and find the transaction that you are looking to delete. After that, on the transaction page you need to click on more on the footer and then click on delete option and Yes to give a final touch.

What can I do when my Bank Account Balance is not Reconciling with the QuickBooks online Balance?

First, you need to be aware of the scenarios in which the bank balance does not reconcile with the QuickBooks Online balance. This happens generally due to manually created transactions. And for resolving the mismatch issue you need to manually compare the list of transactions from the bank account and the transactions there in QuickBooks. After your find the entry that’s causing the difference, you can manually reconcile both the books.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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