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T
tandem
November 21, 2019
Question

Templates Don't Apply To Estimates

  • November 21, 2019
  • 6 replies
  • 30 views
I created a Proforma Invoice from an Estimate per the Quickbooks help site, but after creating and applying it, the template still shows as an Estimate when printed with none of the new fields.

Honestly. Why did I even try. With Intuit nothing ever works the way it's supposed to with formatting.

    6 replies

    M
    MaryAnn_E
    Level 4
    November 21, 2019

    Hi there, @tandem.


    To apply the proforma invoice from the estimate, make sure the template you’re using is correct. Let's verify and check the template below:

     

    Step 1: Verify the name of the template in the custom form style page. Here's how:

     

    1. Go to the Gear icon.
    2. Select Custom Form Styles.
    3. Locate the invoice template and click Edit.
    4. Select the Content tab and click the Pencil icon. 
    5. In the Form section, on the Form names enter invoice name.

     

    Step 2 : Check what is the template selected :

     

    1. Click the Plus icon at the top.
    2. Choose the Estimate.
    3. On the Estimate page, select the Customer.
    4. At the bottom part, click the Customize and check if the correct style is selected.
    5. Tap the Print or Preview to see the form.

     

    Feel free to check this article for your reference: Import custom form styles for invoices or estimates.

     

    Get back to me if you have any questions. I'm always here to help. Have a great day.

    T
    tandemAuthor
    November 21, 2019

    I did all of this. It doesn’t work. I already read that article too. Many of the changes you make in the editor never show up. Even wise, every thing you go back to edit, it creates a new estimate. The entire template system is broken.

      E
      Emma1404
      April 14, 2023

      Having exactly the same issue! Changing everything as I should, when I preview the changes it shows as a Proforma, when I go to create a Proforma it creates an estimate. Why is something so simple proving to be so difficult again! Seriously considering moving from QuickBooks. It's shot!

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