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September 24, 2022
Question

Why can I not change my bank details on my invoice template!

  • September 24, 2022
  • 1 reply
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1 reply

September 24, 2022

I understand you're attempting to change the bank details on your invoice template, @userjamesfuller11. I'm here to ensure you can have it done in no time.

 

Make sure that the bank information on your invoice is set correctly to prevent any problems editing them. 

 

If everything's done properly, let's try some basic troubleshooting steps to see if the problem is with your browser. Let's start by logging into QuickBooks Online using an incognito browser. Here are the shortcut keys to open it:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If this works, then you'll have to clear the regular browser cache. This avoids any unusual browser behavior moving forward.

 

If the issue persists, I suggest utilizing another compatible browser.

 

Furthermore, you can use a different template with the same setup. This way, we can identify if the existing template is damaged. Here's how:

 

  1. Go to Settings ⚙ and then choose Custom Form Styles.
  2. Locate the template.
  3. Click on the ▼ in the Action column.
  4. Click on  Make default.

 

Lastly, I'd like to confirm if you get any error messages while editing?  If so, we'd appreciate it if you'd screenshot it and share it with us. By doing so, we can investigate the root of the problem and provide you with the most effective solution.

 

Feel free to read this module once everything is in order: Customise invoices, estimates, and sales receipts in QuickBooks Online. This helps personalise invoices and other sales forms in QuickBooks.

 

We're always here if you need anything else regarding this matter or QuickBooks in general. Just leave a reply below. Take care!