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A
afodr
November 9, 2017
Solved

Importing invoice from QuickBooks Desktop to QuickBooks Online.

  • November 9, 2017
  • 4 replies
  • 29 views

Are there any experts out there who can import a QB Desktop invoice into QB Online? Happy to pay. I have exported the invoice but it defaults .DES - this is way outside my comfort zone, haven't got a clue what I am doing and also time poor. Client just wants her invoice to look like the desktop version.

 

Thanks in advance.

 

 

(Title has been edited by moderator for clarity)

    Best answer by vpcontroller

    @afodr

     

    Just a suggestion, you may also want to attach invoice screenshot from the QB desktop. Depending on the desktop invoice template, it may not even possible to format the same in QBO. In QBO, the Customs Form Styles are totally different than QBD.

    4 replies

    vpcontroller
    vpcontrollerAnswer
    Level 7
    November 9, 2017

    @afodr

     

    Just a suggestion, you may also want to attach invoice screenshot from the QB desktop. Depending on the desktop invoice template, it may not even possible to format the same in QBO. In QBO, the Customs Form Styles are totally different than QBD.

      A
      afodrAuthor
      November 9, 2017
      Hi
      Thanks. I thought about it but it had clients details on it. I will amend and upload.
      Rustler
      Rustler
      Level 15
      November 10, 2017

      @afodr

       

      Desktop templates can not be imported to QBO at all.

       

      Desktop is more functional than QBO, the chance that there are custom fields is high in desktop, and those fields do not exist in QBO.

       

      In QBO you have to start from scratch with the (sad) built in templates, or use the advanced template designer in word.  Last I checked you first had to go to the  menu gear>settings>quickbooks labs and turn on custom styles (or whatever it is called)

        A
        akhtar24
        January 23, 2021

        Hi

        We are in 2021, is there solution available NOW ?

        transfer invoice template from quickbooks desktop to online

        Thanks, Akhtar

        S
        ShiellaGraceA
        Level 9
        January 24, 2021

        Thanks for joining us here, @akhtar24.

         

        At the moment, the option to transfer the invoice template from QBDT to QBO is unavailable. As mentioned, the Desktop and Online version have different platforms. Thus, some functions may not be compatible with the Online version.

         

        You'll want to follow the suggested workaround provided by my colleague @Morgan11_2_B to use the Import Style feature. Here's the link for details: Import custom form styles for invoices or estimates.

         

        In case you need help with other QBO task, click this link to go to our general topic and look for responses that fit your concern.

         

        Please know that you're always welcome to message me anytime if you still have questions or concerns. I'll be around for you. Stay safe and have a great weekend ahead.

        qbteachmt
        qbteachmt
        Level 11
        November 11, 2017

        .des = Designer file, for Intuit Desktop QB. I believe only an Adobe Pro program can work with them (other than QB), which means that tool would be able to save this out for you as another filetype, which certainly would be pdf. Desktop also allows you to Save as PDF, so getting a PDF for it is easy. Then, a tool that converts PDF to .docx would be used, and now you have a Word filetype.

        Q
        QDT
        January 28, 2018

        Has anyone actually trying doing it this way?  Downloading as PDF then converting to DOCx?  I hope it works because I have been spending too many hours trying to get my invoice right in QBO.  Not very impressed with QBO right now.

          Morgan_B
          Morgan_BQuickBooks Team
          QuickBooks Team
          February 7, 2018

          Hey QDT,

           

          I appreciate you reaching out to us here in the Community.

           

          An additional option to add to the others mentioned above, is a new feature in QuickBooks Online called Import Style. This invoice importer allows you to bring in your .docx files from Word. Import Style can be accessed by:

           

          1. Click the Gear icon in the top right corner.

          2. Select QuickBooks Labs, in the Your Company column.

          3. Scroll down until you see "Import Style," toggle the switch to ON.

          4. Click Done.

           

          If you'd like to see additional options for importing invoices, I recommend leaving feedback for our product development team. You can enter your message by clicking the Gear icon and then selecting Feedback. This is a great way to make your voice heard, as your message will go directly to the engineers.

           

          This information will help, but if you have any other questions please let me know. I wish you and your company continued success.

          A
          ANAS92
          September 27, 2021

          Deactivated the import invoice button in the menu

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