Error This Account Cannot Be Imported Right Now Please Try Again Later

Now you can spice upwards your make with your own custom invoice template. In just a few steps, you lot will exist able to import styles that bring enhanced flexibility to your invoices and let your brand shine!

Stride one – Brand sure you lot have enabled Import Styles in QuickBooks Labs

       ane.  Click on the Gear icon in the upper right corner and select QuickBooks Labs

       2. Scroll downwardly the screen and toggle the switch for Import Styles to On.

       3. Click the blue Washed button.

Stride 2 – Create your template in Word

Following these tips will make sure that your forms await their best when you import them into QuickBooks Online:

• Signal which fields that you want QuickBooks to map information to by marking information technology with opening and closing angle brackets "<"and ">"  Refer to the EZ Map Field list below to observe out which QuickBooks fields yous can use in your imported templates.

  

• Don't mark data that doesn't alter - data similar your visitor name, address, and contact information stays the same, so there'due south no demand to mark them on your forms.
• For us to upload your style successfully, you will need to use one of our supported fonts:
  o Arial Unicode MS
  o Courier, Courier Bold, Courier Oblique, Courier Bold-Oblique
  o Helvetica, Helvetica Assuming, Helvetica Oblique, Helvetica Bold-Oblique
  o Times Roman, Times Bold, Times Italic, Times Bold-Italic
  o Symbol
  o Zapf Dingbats

• Technical note: fields that are independent from each other and don't echo are known as Scalar Fields. Examples of Scalar Fields include invoice numbers, invoice due dates, and total invoice corporeality. In dissimilarity, Tabular array Fields are fields that go together as part of a larger objects and repeat, such as fields in the Activeness Table or Account Summary on invoice.

• In order to make Import Styles piece of work for you, follow these best practices:
  Scalar Fields can be placed inside text boxes or tables. However, Scalar and Table fields should Non be function of the same table.

• Table Fields must always exist placed inside tables
• Table Fields in the first non-header row of a tabular array are repeated until all rows in your invoice are rendered. All other rows are ignored
• Formatting of the get-go non-header row repeats on all rows. Don't exist surprised by this
• Avoid the post-obit elements as they will not transfer correctly/cause issues with your import:

          o Sound

          o ClipArt, Give-and-take Art
          o Animated GIFS
          o Embedded files
          o Calculation or updating hidden links or merging fields
          o Files over 2MB
          o Non .docx file types or older MS Word documents renamed every bit .docx files

Footstep 3 – Import your template into QuickBooks Online

To import your customer template, follow these steps:

       ane. Click on the Gear icon in the upper right corner and select Custom Course Styles

       2. Click the arrow next to New style and select Import style.

       3. Select a form type and click the upload field to select your template file. If y'all already have a blueprint in docx (MS Word 2010+) format, you may directly keep to the adjacent step. If you want to offset from scratch, nosotros advise that y'all download a sample template and modify it according to your needs.

       four. Click Next to upload your certificate.

The uploaded document is analyzed and scanned for marked fields prior to mapping.

 Received an error during uploading?  Don't worry, hither's how to fix it:

Fault code	What does it mean?	How can I set up information technology?
size_validation_error	Your file is besides large to upload	Your document must be less than 2MB
extension_format_error	The file you selected isn't of a blazon we back up	Try uploading a Microsoft Office 2010 (*.docx) file

 Footstep 4 – Map marked areas in your document to QuickBooks data fields

Once the upload is complete, QuickBooks will make an initial laissez passer at mapping fields using an algorithm that tries to predict the most applicable data with the marked areas on your template.

It's of import to review each field to make certain that the mapped fields from your template correspond to the right fields in QuickBooks Online.

Each marked section on your document will have a number next to it, this corresponds with the number on your invoice preview. As an example, note the numbering and mapping of fields highlighted beneath:

As you tin see in the image, some of the fields are not correctly mapped.  To change the mapping you lot tin either:

• Click on the driblet downward for the line yous want to change and scroll through until y'all find the mapping you want
  

•  Type the word that yous know corresponds to the mapping in the driblet down and select from the list – for case, blazon in "Total" and it will only show fields that contain the word in them.

 Once everything is linked correctly and looks good, get ahead and click the Next button at the bottom of the screen and you volition be able to meet a preview of your invoice.

If you lot are happy with the fashion everything looks, simply click Salve and type in a proper name for your new manner. Your new fashion is now set up to use!

Errors during mapping?

Error code	What does information technology mean?	How can I prepare information technology?
Fetching preview failed	An try to create a preview of your style failed	Bank check for angle brackets applied in the incorrect identify or applied incorrectly. Endeavour to reduce fields marked with bending brackets until Preview succeeds and then add together them back in one at a time to isolate the mapping error.
Relieve Mapping failed	The selected mappings could not be saved	Delight try again or contact support
No Mapping found	The mapping wizard could non find any field that required mapping	Please mark at least ane data element on your template with chevrons in guild for mapping to work
Multiple Page Document	The document uploaded has multiple pages	Please restrict the Mode to a unmarried page certificate

Stride 5 – Utilise your custom style invoice

Using your new custom template is as easy as creating the invoice every bit normal, then clicking on Customize at the bottom of your screen and choosing the saved custom template.

 FAQs

If you accept whatever questions, we're here to aid! We've put together answers to some common questions to go you dorsum to business organization quickly.

"We tin't display a preview.  Please correct your mappings in the previous steps and endeavor again"

Sure fields are expected to be inside tables. For instance line particular data like Quantity, Product, and Price are tabular and should be inside tables. Please make sure while mapping that these fields are mapped to fields inside tables in style beingness imported.

Some data is not appearing in the printed or preview certificate.  Why?

We use settings in your Standard grade way to decide how data is handled and presented in your imported templates. Please enable the desired settings in your standard style by following the steps below:

1. Click the Gear Icon then select Custom Form Styles.
2. Locate your Standard template, so click Edit.
3. Enable your desired settings, and click Salvage.

Your information should now announced in your imported fashion.

Information technology's too important to note that if you do not add mappings to your manner for your invoice field, that data will not exist displayed on your forms later. For example, if you do non map a field for "Aircraft Charge Value", shipping costs volition non appear on your form regardless of if you take entered them on your invoice

Are there any restrictions on what I tin can upload?

But discussion (.docx) documents nether 2MB can be uploaded to QuickBooks.

Tin I upload a way with multiple pages?

Aye

Can I download my imported form way?

Currently, yous cannot download the style that was imported. We recommend that you salvage a local copy of the template you lot imported, and take a quick notation of the mappings yous selected.

Practice I accept to accept a field mapped to import a style?

Yes. The manner you lot want to import should take at least ane field that has to exist mapped to data.

I see a bare screen later on mapping
This situation can occur if the concluding output cannot be formed. This can happen due to any of the following reasons
* incorrect mapping
* Wrong use of Table (ex. Some Table Fields are left empty)
* When EZ Map Keys for Tables are used they must e'er kickoff after a table'southward header row
* Typos (ex. missing braces)

Why is my Table row tall?
Import Styles uses the properties of starting time not-header row of a table to format other rows in the same table. Please conform your column widths and try over again.

Do you lot support import for other form templates?
Currently, nosotros only back up import for Invoice & Estimates templates in Us Region, but we're exploring other form types to support as well.

I demand more data fields to be mapped
EZ Map Field catalog lists all data that tin can exist mapped from QBO. Fields not nowadays in this catalog can't be mapped into Templates. Please provide feedback through help widget to request for more fields

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Source: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/importing-custom-invoice-templates-into-quickbooks-online/00/158688

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