Create Your Quickbooks Invoice Template Excel for Planning Easily and Efficiently

Quickbooks invoice template excel for Planning

something as ordinary as an invoice can leave a powerful impression of your brand this video will show you how to import customized invoice templates into your QuickBooks account there are two ways to customize your invoice you can use the existing template from QuickBooks and customize it to your company to find out how to do this click on the information icon on the top right corner to import your own customized invoice template into QuickBooks go to the gear icon on the top right corner of your screen and select QuickBooks labs here switch on the option to import style press done to save your changes now before we talk about how to import your invoice template let's go to the template that you wish to upload first of all you have to make sure that you add angle brackets around the text that you want QuickBooks to replace information such as your company name address and contact information does not change the same goes for invoice fields names such as invoice number amount or tax so there's no need to put angle brackets around them now at the angle brackets around the information that you want to be dynamic in your QuickBooks account such as the actual amount or quantity of the product the values in between these angle brackets will change based on what you enter on the invoice screen later now that your invoice is ready to be uploaded let's get back to the main screen click on the gear icon select custom form styles under settings click on new style and select import style from the drop-down box make sure you select invoice here then click on browse to select and upload your template and click Next here we are preparing your invoice to match the fields that you created to the fields that exist in QuickBooks if they don't match don't worry you'll have the chance to modify it here this is a list of all the available fields which were mapped from the uploaded templates each available field is designated by a number on the left which corresponds to the same number on the preview template on the right for example you can see that the billing address in the preview template is number one and it corresponds to the QuickBooks field number one named billing address this means it has matched correctly the second field here is the shipping address but the QuickBooks field selected is company business organization name to change it simply click here and select the right field from the drop-down box once everything looks good click Next you will now have a chance to preview your style to make sure it looks exactly the way you want it if you're happy with it you can go ahead and click Save then give your form a name that you can select it the next time you create an invoice now let's take a look at how to use that template style on a live invoice go back to your dashboard and click on the plus icon select invoice from the customers column now after you've entered all the relevant information you have the option at the bottom here to choose the style you just created with the style chosen simply hit print or preview and we'll be able to see what that invoice looks like and that's it just click Save and send and your own customized invoice is now ready to be sent to your customers you