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January 18, 2022
Question

This app is not able to change the form . Chrome login changes estimate template to invoice when I try to change form and safari will not let login

  • January 18, 2022
  • 1 reply
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1 reply

January 18, 2022

Hello there, @rushinroofing.

 

Welcome to QuickBooks Community! I also appreciate you for providing details of your concern.

 

When you use the template to your sales transaction, it'll show what you've set up or how you organize the invoice/estimate template using the Custom form style feature. Please note that we'll have to do it in a browser.

 

Edit the invoice/estimate form you've created to correct it. These steps will guide you how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles under Your Company.
  3. Click the template you want to modify.
  4. Make necessary changes.
  5. Then, click Done to reflect the changes.

 To apply this template to your invoices/estimate, make sure you select the correct template by clicking the Customize button. 

 

If the same thing happens, probably, this is a browser-related issue. You can follow the steps below:

 

Step 1: Use an incognito window:

 

It's a way to check issues caused by a full cache.
 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

Step 2: Delete cache and temporary internet files:

 

If it works, you can clear cache and temporary internet files to optimize the browser's performance. It will also help delete the information stored in the cache. Another way is to use compatible browsers with QuickBooks Online

 

You may want to read through this article to learn about customizing templates: Learn how to personalize and add specific info to sales forms.

 

Keep me posted on how this goes by leaving a message in this thread. I'd be glad to help you out, rushinroofing.