How to Make QuickBooks Invoice Templates in MS-Word

Quickbooks invoice templates in ms word

When you are working on the internet one of the major trouble that you may face is the issue with invoices. There are different types of applications available today which you can rely on for your invoice work is becoming popular by the day.

One such software is the QuickBooks software which is noted for its user friendly interface and easy to use features which are suitable for any type of work you are doing. The QuickBooks invoice formatting is easy and if you know the working of the software well then you can easily do the necessary formatting while working with it. One of the major troubles that the users of the QuickBooks complain about is the technique of making an invoice template in ms-word. The following are the instructions which you can follow for this purpose.

Tip#1: How QuickBooks inventory adjustment can be deleted or edited as well if needed?


Using Import Style Create QuickBooks Invoice Form in Word

The QuickBooks software has a number of technically superior features and one of the best option you have as the user of the software is creating the invoice with the help of the ms-word. You can easily use the QuickBooks template and create the invoice in the word document file. Here we are going to provide the instructions for doing the same.

Total Time: 6 minutes

1. Head to The QuickBooks Lab

Access the QuickBooks lab by clicking the gear icon at the top left side of the page and then from there select the QuickBooks labs.

2. Click on Import Style

Once the QuickBooks labs have been opened scroll down through the tab and click on import style.

3. Feature of The Slider Button

There are feature for enabling the feature of the slider button for the styles. Once you have turned it on, click done at the bottom of the page and then close QuickBooks labs.

4. Access The Gear Icon

Now that the import style has been turned on you can easily access the gear icon and custom form styles from there?

✓ You can work with this invoice format on word as well and then perform the tasks you need for invoice accordingly.

✓ Make the data field in the file and start entering the data accordingly.


Tip#2: Install, update and set up the QuickBooks Database Server Manager for multi-user access.

If you are not able to find the solution to the trouble with the invoice entry then the best choice would be the QuickBooks customer service phone number which is available all the time for any type of solution that you need with the various technicalities of the software.


FAQs

Is it possible to find an invoice template in Word?

Microsoft Word makes all ways to give formats to invoice sheets. All given sheets are customized as per your business essentials. Microsoft office features introduce more than 100 online invoice formats that copy to a Word document. In addition, you find “Word Command Ribbon Plus” to the Table Tools ribbon which makes all possible ways to update the style, arrangement, shading, and other format components.

Would I be able to transfer my own invoice template to QuickBooks?

If you are ready and make sure about it, you can transfer with this little acknowledgement.

From the top-most options, click on the “gear icon” and then select the Custom Form Styles. To go forward, click on the “New Style” and choose “Import style” from the available preferences. After that, choose your “File” and then click on the “Next” button to upload your all selected files.

Does Microsoft Office provide an invoice format?

Invoices signify that billing is a breeze that comes along with the Microsoft invoice template. The Word and Excel template that is designed for invoices that come along with basic invoices, service invoices, and sales invoices. The Sales Invoicing template order buys and can figure aggregates and automatically special discounts.

How would I rename an invoice template in QB?

🔹 Mark your first click on the “gear icon” 
🔹 Then all option will pop-up on your screen under Your Company, 
🔹 Then choose the “Custom Form Style” as per your according
🔹 Check and view for your invoice template you need to re-name 
🔹 Then you have to click on the “Edit” option from the drop-down menu 
🔹 Click on the “Rename” 
🔹 At last, click on OK to apply the new changes