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T
treasurer181
September 8, 2025
Question

I used the QBO import invoices option. All worked well, but why did the created QBO invoice exclude the default payment instruction?

  • September 8, 2025
  • 1 reply
  • 11 views
No text available

1 reply

J
JoelESQuickBooks Team
QuickBooks Team
September 8, 2025

QuickBooks Online (QBO) typically uses a basic invoice template that does not include default payment instructions, treasurer181.

 

The invoice import feature creates invoices, but doesn't include customizations like payment instructions added manually.

 

You can include payment instructions in your import file by using a field like Message or Description in your CSV or spreadsheet. After importing, you'll need to manually edit the invoices if you prefer not to display the information in that specific field.

 

Alternatively, you can manually edit each invoice to add payment instructions, which is a practical option if you are only importing a few invoices.

 

For detailed guidance on adding a customer message to invoices, refer to this article: How to set up or change customer messages in QuickBooks Online.

 

Please do not hesitate to leave a comment if you require further assistance with QuickBooks. 

T
treasurer181Author
September 10, 2025

3rd attempt to reply: previous failed due to authentication and 'we have a problem' messages. So short msg.

Thanks JoIES.

1. How come an import invoice function does not allow me to notify means of payment??? Surely there is a simple code edit that can correct this failing?

To edit manually is ludicrous. I have 100 lines, QBO says ok up to 1000 lines - but then edit each manually with how it should be paid??

2. Can I please STOP (preferably delete) the 'modernised' invoice template? Even when I confirm default edit , and recheck settings, the next import reverts to the 'modernised' invoice.

 

Your help appreciated 

C
ChristineJoieRQuickBooks Team
QuickBooks Team
September 10, 2025

I understand how beneficial and convenient it is for you to import invoices that include payment instructions, treasurer181.

 

However, the invoice import template doesn't include payment instructions due to limitations in the program's design. As mentioned by my colleague, we need to enter it manually in the invoices to achieve this.

 

On the other hand, we encourage you to send a message to our product developers to help us improve the program based on your needs.

 

Please follow the steps below: 

 

  1. Go to the Gear icon at the top.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

Alternatively, we can delete the created modern invoice template by removing it within the Custom Form Style section.

 

Here's how:

 

  1. Go to the Gear icon, and click the Custom Form Style.
  2. Navigate to the Edit option under the Action column.
  3. Next, click the Delete button to remove it successfully.

 

Please let us know if you have any additional questions or concerns related to QBO in this thread.

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