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Learn how to import and design custom form styles for your invoices or estimates in Quickbooks Online.Custom form styles are available for you in QuickBooks Online. With different sample designs, you can import and then add your company info (such as company logo) to highlight your brand.

This feature helps reflect your brand identity into your sales forms with less effort and time. Design your custom form styleLearn the basics of designing your.docx template to perfect your custom form.

EZ Map fields are sets of known keywords or fields in QuickBooks Online. As you upload, QuickBooks looks for text enclosed in angle brackets in your.docx template. QuickBooks identify which parts of the template are dynamic then matches those in QuickBooks fields to ease the mapping of your custom form.For example, using keywords shipdate and shippingaddress allows QuickBooks to match your fields correctly with QuickBooks fields Ship Date and Shipping Address.Note: Download the entire. If you have a custom design in.docx format (MS Word 2010+) ready, you can map it with EZ Map fields. To start fresh, use our.Scalar and table fieldsScalar Fields are fields independent from each other and don’t repeat. You can place scalar fields separately or within tables. Don't use scalar and table fields in the same table.Table Fields are fields that repeat and go together as part of a larger group of info.

For example, fields that make up an Activity Table or Account Summary on invoice. Place table fields inside tables. Table fields placed outside a table will extract data from the first row of fields.

For the template, map the first non-header row in the table. QuickBooks ignores all other rows.

Don't mix table fields that belong in different tables. For example, don't mix Activity Table fields with Account Summary fields. Don't use scalar and table fields in the same table.Tip: Separate your table layouts to avoid printing issues. Tables placed inside tables, or merging and splitting cells can cause unexpected results. Try using tables with simple rows and columns. Before you save, preview your style to make sure it looks exactly the way you want it.

If you're satisfied with how your style looks, select Save and name your style. To make changes, either select Back or edit the file in your DOCX editor and import it again.You can save a PDF copy of your custom form style. Save a local copy of the template you uploaded, and take a quick note of the mappings you made.Ready to use your custom form style? Start or with your style now. Get help if you encounter errorsIf you get any errors when uploading your form or matching fields, here's how you can fix it. Error codeWhat does it mean?How can I fix it?Fetching preview failedAn attempt to create a preview of your style failed.Check for angle brackets applied in the wrong place or applied incorrectly.

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