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JayBikes
November 24, 2022
Question

Invoice with custom columns

  • November 24, 2022
  • 1 reply
  • 0 views

I customized and invoice and renamed the columns, but when I create a new invoice, the new template is not visible to insert the correct information into the correct columns.  I can select the new template from the customize option at the bottom of the page, but it doesn't allow me to actually use the columns properly.   What is the point of being able to create a customized invoice but not actually be allowed to use it?  I'm sure I am doing something wrong.  

1 reply

J
JamesM4
November 24, 2022

Hi JayBikes,

 

Thanks for taking the time to connect with us here. It's essential you're able to use the program without running into issues.  I'll be glad to steer you in the right direction with this. 

 

First, I'd like to start off by troubleshooting this issue to determine if it's a browser-related issue. Clearing cache and cookies is a great way to clean your browser allowing it to work more efficiently. Here's an article that shows you how to do that: How to clear cache and cookies. If this doesn't work, I suggest using a private/incognito window to see if that works instead. Try this out and let me know what happens. For reference, here's an article that shows you: Customize invoices, estimates, and sales receipts in QuickBooks Online.


In case this issue persists, I encourage you to contact our support team so they can assist you further with this. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

I'll be one message away in case you need further assistance.

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