Create .DOCX Invoice Template for QuickBooks Online
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Post a project like this1874
£50(approx. $63)
- Posted:
- Proposals: 5
- Remote
- #2305311
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Description
Experience Level: Intermediate
Estimated project duration: less than 1 week
Since moving over to QuickBooks online, I've not been happy with the inbuilt templates for invoices. I'd like a template created for my business, with my company logo, etc and the required tables and fields in the correct places. Online tutorials are available to aid in the setup of this template, and of course I'll work with you to make sure the layout has everything I need. I'll supply high quality logo artwork, etc to include, and a rough plan of how I'd like the document laid out.
Please note: As the accounting package is live and personal to my company, I will NOT be giving you access to QuickBooks online to test this, although I will be able to raise a dummy invoice to show you how your template is looking and to ask for any tweaks required. I am happy to do the field mapping for the template within QuickBooks. I understand this will add time to the job, and so even though it's a simple task, I'll be happy to set a 7 day deadline to allow for testing and revisions should they be required. You may also be able to set up a trial of the package online for yourself, and test using that instead.
Here are the web links for the documentation so you can see if this is a job you can do.
https://quickbooks.intuit.com/community/Help-Articles/Import-custom-form-styles-for-invoices-or-estimates/m-p/239910
https://www.youtube.com/watch?time_continue=4&v=LP-1RlyPS6s
Please note: As the accounting package is live and personal to my company, I will NOT be giving you access to QuickBooks online to test this, although I will be able to raise a dummy invoice to show you how your template is looking and to ask for any tweaks required. I am happy to do the field mapping for the template within QuickBooks. I understand this will add time to the job, and so even though it's a simple task, I'll be happy to set a 7 day deadline to allow for testing and revisions should they be required. You may also be able to set up a trial of the package online for yourself, and test using that instead.
Here are the web links for the documentation so you can see if this is a job you can do.
https://quickbooks.intuit.com/community/Help-Articles/Import-custom-form-styles-for-invoices-or-estimates/m-p/239910
https://www.youtube.com/watch?time_continue=4&v=LP-1RlyPS6s
Dave B.
100% (40)Projects Completed
45
Freelancers worked with
29
Projects awarded
28%
Last project
24 Jul 2023
United Kingdom
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