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I'll help you in fixing the issues with your sales form format, Ginny.
To start, I want to confirm the problem with your quote and invoice template. Has it switched from the old to the new layout? If so, you can shift back to the former one (if the system still permits you to do so). Please see the screenshot below for your reference.
If you're using the old layout and can't edit your templates, it's probably due to a browser issue. We can troubleshoot this to resolve it.
Begin by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, open a quote or an invoice to check if there's still wrong with them. Then, edit your template if you're able to do so.
If the feature is working as intended, return to your default browser and clear its cache. After that, log out and then log back into your account. This will refresh the system and remove older data that causes viewing and performance issues.
However, if this matter continues, I'd recommend using other supported browsers.
Also, you can pull up the Transaction Detail by Account report to show a list of invoices due on a specific date range. Please check out this article for the complete guide: Customise report to see invoices due on a specific day in QuickBooks Online.
Please keep me posted in the comments if you have other system performance concerns or questions about managing sales and income transactions in QBO. I'll gladly help.