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K
Karrie-Lucier
June 9, 2025
Question

Can i import our old invoice format, the ones QBO provides are beyond basic. We are A design company.

  • June 9, 2025
  • 4 replies
  • 38 views

looking to import customized invoice template

    4 replies

    JoesemM
    JoesemMQuickBooks Team
    QuickBooks Team
    June 9, 2025

    I can see the importance of importing your invoice template, Karrie.

     

    The option to import invoice template is unavailable. With this, I'd suggest sending feedback to our product development team since we make updates based on user feedback.

     

    Here’s how:

     

    1. Select the Gear icon⚙.
    2. In the Profile column, click Feedback.
    3. Enter your comments and select Next to submit.

     

    In the meantime, you can use your old template and set it as Default when creating an invoice. I'll guide you on how:

     

    1. Go to the Gear icon and select Custom form styles.
    2. Click the drop-down arrow beside the template and select Make default.
    3. In the Invoice window, click the Manage icon.
    4. Select Design.
    5. Click Other Templates. Then, it will show the templates you've made default in the custom form styles.

    I’ll also share this article to help you personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    I have included this resource that guides managing customer payments in QuickBooks for your future reference: Record invoice payments in QuickBooks Online.

     

    Feel free to click the Reply button if you have any questions about managing invoices or any other QuickBooks-related topics.

    T
    treasurer181
    September 10, 2025

    Hi

     

    I have a similar issue re the new 'modernised' invoice.  Every time I try to use my default design (set up as you have suggested), QBO converts my invoice to this modernised version.  How do I stop that happening? 

    A
    AdonLQuickBooks Team
    QuickBooks Team
    September 10, 2025

    Thank you for following up on this thread, @treasurer181. I appreciate your efforts in setting up your default invoice design in QuickBooks Online (QBO). I'm here to help you use your preferred template without any issues.

     

    Your invoices may have been defaulted to the modernized version, overriding the previous settings in the Custom forms styles tab. To ensure your chosen invoice format remains, update the settings in the Invoice tab itself.

     

    Here's how:

     

    1. Log in to your QBO account.
    2. Click the + Create option, then Invoice.
    3. Fill in the necessary details and tap the Manage button.
    4. Hit the dropdown arrow beside Design.
    5. Near the Modernized template, press Remove default.
    6. The program will automatically select your preferred default template in the Other templates section.
    7. Save or Save and close.

     

     

    If the issue persists after applying these steps, I suggest contacting our Live support team. They can provide real-time assistance and help fix complex issues like this.

     

    We're committed to ensuring you can use QuickBooks efficiently with your preferred settings. Please leave a reply below if you require further help.

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