Upload
Upload the Word or PDF invoice you already use.
A calmer path to custom forms
Turn your existing invoice into a QuickBooks-ready template.
We’re building a simpler way to turn your Word or PDF invoice design into a template for QuickBooks Online — with field mapping and compatibility checks built in.
Private beta coming soon • No credit card required
Built around QuickBooks Online sales-form customization options. We’ll confirm the relevant account options before beta.
CURRENT-INVOICE.PDF
Atlas EngineeringInvoice #1048
Atlas Engineering Inc.
145 Harbour Street
Boston, MA 02110Bill to
Northstar Construction
145 Harbour Street
Boston, MA 02110Bill to
Northstar Construction
DescriptionAmount
Site consultation$1,850.00
Structural review$740.00
Total due$2,590.00
Thank you for your business.
maps and checks
QUICKBOOKS-TEMPLATE.DOCX
ATLASINVOICE
Atlas Engineering Inc.
145 Harbour Street
Boston, MA 02110Bill to
Northstar Construction
145 Harbour Street
Boston, MA 02110Bill to
Northstar Construction
DescriptionAmount
Site consultation$1,850.00
Structural review$740.00
Total due$2,590.00
Thank you for your business.
Illustrative concept · Planned conversion
The hard part is the template
Custom templates take more than a good design.
In QuickBooks Online, a useful custom sales form depends on the right field mapping, line-item columns, layout choices, and the account options available to you. A small mismatch can mean another round of editing and previewing.
Before
A loop of manual fixes
- 1Edit Word
- 2Add fields
- 3Upload
- 4Map fields
- 5Preview
- 6Find layout problems
- 7Edit again
- 8Repeat
With TemplateBridge · Planned
A clearer path forward
Upload existing invoice
Review detected fields
Fix compatibility problems
Review the recommended form setup
Planned workflow · Coming in private beta
Designed around the invoice you already use.
Map
TemplateBridge identifies customer details, invoice numbers, totals, line items and other dynamic fields.
Validate
We check the document structure and layout against the custom-form options and practical layout constraints you need to consider.
Export
Receive a clear custom-form setup plan for your QuickBooks workflow.
More than file conversion
Built to check whether the template should actually work.
TemplateBridge is planned to flag layout and document-structure issues before you spend another hour in the upload-and-preview cycle.
No QuickBooks financial-account access required for the planned first version.
QuickBooks Compatibility92%
Invoice number detected
Customer name mapped
Billing address mapped
Line-item table detected
Total mapped
Logo optimized
!Unsupported font detected
Suggested replacement available
!Nested table detected
Layout repair required
Planned migration support
Moving to QuickBooks? Keep the documents your customers already recognize.
QuickBooks DesktopWord invoicePDF invoiceExisting accounting systemCustom business software
TemplateBridgepreserve the brand
QuickBooks
OnlineEligible accounts
OnlineEligible accounts
For accountants and consultants
Create branded templates for every client — without rebuilding them manually.
The planned Professional option is designed for the people who move, refresh, and validate client document designs repeatedly.
Convert client invoice designs
Migrate existing documents
Validate custom templates
Work with multiple client brands
Create invoice + estimate packs
Reuse layouts
Planned launch pricing
Clear pricing for the work you want to skip.
Choose the option you would be ready to try. Prices are in USD; features and Professional usage limits are planned, subject to validation.
Single Template
$29
One invoice template conversion.
- One invoice template
- One-time planned price
Complete your brand
Brand Pack
$49
Invoice + estimate template.
- Invoice + estimate
- Matching branded layouts
- Best for a fresh brand set
Professional
$199 / year
For accountants, bookkeepers, consultants and designers.
- Multiple clients
- Higher usage limits
- Saved brands and templates
Private beta is opening soon
Be first to try TemplateBridge.
Tell us what you would bring into QuickBooks. We’ll invite early-access users in small groups and use your feedback to shape the product.
01
No charge today. No obligation later.
There is no checkout and no credit card required today.
Questions, answered plainly
Before you join the list.
Not necessarily. QuickBooks Online form options can vary by product plan and account configuration. We’ll confirm the relevant options before beta. TemplateBridge cannot enable a QuickBooks feature that is not available to your account.
TemplateBridge is a planned service that helps turn an existing invoice design into a practical QuickBooks Online custom-form setup.
No. TemplateBridge is intended to help create document templates for use with QuickBooks Online. Your normal accounting and invoice workflow stays in QuickBooks.
The planned product will review existing PDF and Word invoice designs and help translate their branding and changing invoice fields into a QuickBooks Online form setup.
Yes. The planned work is intended to support your normal QuickBooks Online invoice workflow, not replace it.
The first planned version performs document conversion without requiring access to your financial account.
Not always. QuickBooks custom templates have formatting constraints. TemplateBridge aims to identify those constraints and preserve your design as closely as possible.
No.
Private beta is being prepared. Early-access users will be contacted first.
Your design has already done its job
Stop rebuilding invoices by hand.
Bring the design you already have into QuickBooks. Private beta is coming soon.