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gsb06
May 16, 2020
Question

How to import custom style invoice or estimate? what would be the reason for the PDF preview not showing up?

  • May 16, 2020
  • 1 reply
  • 8 views
No text available

1 reply

AddieC
AddieC
Level 5
May 18, 2020

Hi there, 


Creating custom sales forms is a great way to reflect your brand image in QuickBooks Online. I know how important it is to be able to import your custom styles easily, and how handy it is to preview your PDF. I'll help you with both of those questions so you can get back on track. 

 

First, follow the steps here to import your custom form styles: Import custom form styles for invoices or estimates. As explained in this article, you'll follow 4 simple steps to do this.

 

Step 1: Map your template fields

Step 2: Save and upload your DOCX template

Step 3: Match your fields with QuickBooks fields

Step 4: Preview and confirm your style

 

Now that you've been able to upload your custom styles, it's important that you have the option to preview your invoices or estimates before sending them to your customers. If you're not able to review the template by clicking Print or Preview, there may be a browser-related issue causing loading or latency issues. 

 

Try clearing the cache and cookies in your web browser to remove any stored Internet files. These stored files can cause bugs in QBO and other sites. Here's how to clear them: Clear cache and cookies to fix issues when using QuickBooks Online. 

 

If the issue persists, try using an Incognito window in Google Chrome. This is a private browsing mode that operates separately from the main browser, and it doesn't get impacted by stored cache and cookies. Here's more information about that and how to use it: Browse in Private. You should also try using multiple different browsers.

 

I hope this helps get you back on track. If you have any other questions, please reach out to our tech support team.


Cheers. 

 

 

P
pswd1
February 17, 2021

Reply is from Case file #[removed]

ALL of the above you mention DOES NOT work. I have had this issue ever since moving to Quick books online.  I have called support 4 times, have tried everything you have listed to no avail. No one at Quick books online could help me solve this issue. A ticket was created to keep me informed about when this issue would be resolved as it was passed on to support engineers. 

 

I received an email this morning stating the following: 

Thank you for subscribing to our updates on Investigation Error - Failed to load PDF document.. We appreciate your patience while we have researched this scenario.

While we are constantly evolving our products to provide you the best possible user experience, we do not anticipate a change to this product behavior in the immediate future.

This will be our final communication until something changes on this investigation. To be clear, we are not saying that engineering work has stopped in search of a resolution - if the status of the behavior changes, we will be sure to communicate that to you. While we work to find you a solution, we apologize for any inconvenience that this may cause you.

 

After becoming frustrated with lack of support and trying to get this to work...I finally figured out what the issue is and what Quick books support engineers could not.  It is a simple fix actually...here goes...

Click on the "gear" icon from the main dashboard page, go into "Quick books Labs" and look for an "add-on" app called "IMPORT STYLE"....make sure this is turned ON. Voila!! And now your custom Invoice will work for you.

Quick books support is terrible...I spent hours on the phone with support...a complete waste of time.

 

CHEERS!!

Rebecca R
Rebecca R
February 17, 2021

Hello pswd1 and welcome to the Community,

 

The experience that you've had with our team of customer support experts isn't the experience that we pride ourselves on providing. I know that we can do better and you can rest assured that I'll be passing this along to the appropriate teams so that we can move forward providing the service we promise. On the flip side, I'm ecstatic to hear that you've figured out a trick that'll allow you to import your custom form style. Turning on the Import Style feature in QuickBooks Labs is great troubleshooting, and I'm sure other users will appreciate that you've shared that information here in the Community - I know I am! 
 

You're always welcome to share tips and tricks, as well as ask your QuickBooks-related questions here in the Community. That's what it's here for. Take care, and have a great day.

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