What's the best action to take if a QuickBooks Desktop file includes custom sales form templates?

Using the default forms template in QuickBooks Online or designing a new one is a sound strategy when migrating from QuickBooks Desktop, particularly due to the limitations in transferring certain custom elements during conversion. While QuickBooks Desktop does allow for a variety of custom sales form templates, these templates do not automatically transfer to QuickBooks Online when using the conversion tools. Therefore, if you want to ensure that your invoices and other sales documents meet your business's branding and operational needs, it is advisable to either utilize the built-in templates provided in QuickBooks Online or create custom templates suitable for your requirements.

Choosing this approach not only helps maintain the integrity and functionality of your business documents but also ensures that any new features available in QuickBooks Online can be leveraged effectively in your newly configured templates. This reflects a proactive and adaptable mindset that can be crucial for maintaining efficiency in accounting practices after transitioning to a new platform.