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S
sjang-icpms-com
May 21, 2024
Question

Is there a way to change 'Custom form style' when the form is unable to be edited? I am only able to see 'Preview PDF'.

  • May 21, 2024
  • 1 reply
  • 0 views
Other Templates are able to be edited. However, 3 templates can only be seen in PDF file.

1 reply

G
GlinetteC
May 21, 2024

I'm here to help you successfully edit your custom form templates, sjang.

 

Before we begin, could you please let me know which templates you're unable to edit? It would be greatly appreciated if you could provide a screenshot so I can offer an accurate and prompt solution.

 

In the meantime, let's perform some troubleshooting steps to see if this behavior you're experiencing has something to do with your browser.

 

Open your QuickBooks using an incognito window or private browser. Please use these keyboard shortcuts:

 

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

 

If it works, return to your default browser and clear the cached files. If not, switch to another supported browser as an alternative.

 

I've also included the article that can guide you on customizing the template based on your preferences: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Moreover, check out these links for more resources on personalizing sales forms:

 

 

You're welcome to post any further updates or follow-up questions in this thread about managing your templates and other concerns. We're always available to ensure everything is functioning as it should.

S
sjang-icpms-comAuthor
May 22, 2024

Please see the attached photo for support.

I have marked it in red square.

How can I change the template?

K
Kurt_M
May 22, 2024

Thanks for getting back here in the thread, sjang.

 

Before we dig deeper into your query, can you tell us what subscription you're using? Also, we would like to know the role assigned to you inside the QuickBooks Online (QBO) company. This way, we can provide you with the necessary details to help you address this situation. 

Don't hesitate to visit us anytime in the Community space if you require further assistance handling invoice-related concerns inside QuickBooks. Keep safe, and have a good one.

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