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info2030
May 22, 2024
Question

Since the latest update to QuickBooks online - has anybody your FOOTER on the bottom of the invoices disappeared? Verified it is saved in the default template used

  • May 22, 2024
  • 1 reply
  • 0 views
Previously always had a footer printed on the estimates/invoices - but since the new update online QB it is not showing when viewing or printing the files.  Need to figure out how/why the footer we have saved in the default template is not appearing.

1 reply

S
SirielJeaB
May 22, 2024

Let's resolve your concern to get back to tracking your invoices and estimates in QuickBooks Online (QBO), info2030.

 

In the latest update, the set message in the footer will not be visible in the Modern view. Make sure not to use it when creating an invoice or estimate. Also, double-check that you've selected the correct default template when creating the activity in question. Here's how:

 

  1. Click on +New, then select Invoice. 
  2. Tap the Manage icon at the top right of the template. 
  3. Go to the Design tab. 
  4. If the default setting is Modern, remove it and select the correct template from the Other Templates section.

 

If the issue persists, I suggest performing some basic troubleshooting steps to determine if it's browser-related. The system sometimes behaves weirdly due to stored internet cache files. You can start by logging in to your QuickBooks account and performing the activity using a private browsing window. Here are the keyboard shortcuts:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

 

If it works, return to your regular browser and clear your browser's history to start afresh. You can also utilize different supported browsers because the QuickBooks version you're using now may have a temporary malfunction. 

 

You can also tailor your sales forms to your preference and have professional-looking templates. Refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Kindly notify me by commenting below if you have other invoice-related concerns. I'll promptly return to this thread and provide the necessary information and resources. Keep safe.

A
All Truck Fleet
November 20, 2024

Thank you for the detailed instructions.

I performed all of the steps but still no footer shows on the emailed or printed estimate.

Why are these issued ongoing, if not one thing its another, glitch.

    M
    MirriamM
    November 20, 2024

    Thank you for diligently following the troubleshooting steps to address the issue with the missing footer in your email and printed estimate. I understand the urgency in resolving this matter, and I'm here to guide you to the best team for further assistance, All Truck Fleet.

     

    Since the issue persists, I recommend reaching out to our Customer Care Team. They have the necessary tools to securely access your account and investigate the issue thoroughly.

     

    To get in touch with them:

     

    1. On your QuickBooks Online (QBO) account, click the ? Help button at the top-right corner of your screen.
    2. Select Contact Us to speak with a live agent.

     

    Please check their support hours beforehand to ensure agents are available when you reach out.

     

    Once your customer approves the estimate, converting it into an invoice is straightforward. For detailed instructions, you can refer to this article: Convert an Estimate into an Invoice in QuickBooks Online.

     

    If you have any further questions or require assistance with managing estimates in QBO, feel free to reply to this thread. I'm committed to helping you use the software smoothly and without interruptions.

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