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How do you remove a data field from a template?

Forum|Forum|6 years ago
May 8, 2020
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I created a custom field on the Additional Info tab for a vendor then added it to a template. It did not accomplish what I was trying to do and now I can't get rid of it. When I try to uncheck it from the Set up Custom field for Names, I get a message: "You cannot turn off a custom field which is used in custom purchase orders. Edit the template to remove the field from the purchase order." In the template, I added the custom field as a a data filed field to the header. It is unchecked for both screen and print. How do I remove it from the template so I can delete it from the vendor record?

QuickBooks Desktop

Best answer by BettyJaneB

I appreciate the details that you give, @bbatesda.

Allow me to provide some instructions on how you can get rid of the custom template that's showing up on the list.

You can completely delete the template so you can get rid of the customization that you made. This way, you'll be able to create a new customized template that contains right details if necessary.

To do that:

Tick on List at the top menu bar.
Press on Templates.
Choose the template that contains the customization and right-click on it.
Select on Delete Template.

To guide you on how to utilize and customize the sales forms in QuickBooks Desktop, please check out this link: Create a custom template.

If you're unable to delete the template, i recommend rebuilding and verifying your data. This fixes data-related issues on your company file which can be the reason behind this hurdle. To do that, please follow the steps found in this link: Verify and Rebuild Data in QuickBooks Desktop.

Lastly, you can always scan through the links given by my peer ShiellaGraceA above, to help you in fixing customization errors and on how to create custom email templates, in case you need them for your future transactions.

I'll be around to help if you have any other questions. Just let me know how it goes by clicking the Reply button below. Take care!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

S

ShiellaGraceA

Hello @bbatesda,

You can edit your invoice template by following these steps.

Go to Lists, then Templates.
Double-click the purchase order template, then click Additional Customization.
Unchecked both Print and Screen in the Other 1 or Other 2 field.
Hit OK and then OK to close out the Basic Customization window.

The details about templates are in this awesome article: Create custom email templates in QuickBooks Desktop. I've also added this handy article about fixing common issues when you use and customize templates for your reference.

Don't hesitate to visit us soon if you have other questions or concerns. We're always here to help you. Thanks for dropping by and have a safe weekend.

B

bbatesdaAuthor

Thank you but as I said, it is unchecked. It is available on the list. I think if I can get it off the list, I should be able to delete it. I just don't know how to do that.

BettyJaneBAnswer