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.