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dfmmjones
Level 1

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

 
9 REPLIES 9
GeorgiaC
QuickBooks Team

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Hello and Welcome to the Community, dfmmjones 👋

 

There are specific fields of the Custom Form Styles, such as the company information, which are interlinked by default and so will update across all. 

 

Can we check which modifications, in particular, you are making? 🧐 

 

Its currently only possible to set one default template which will then apply to all customers/transactions, is this the template which is showing when previewing the invoice of those customers? 

 

Thanks!

dfmmjones
Level 1

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Hi

i have 4 different templates 

1 default 

3 specific (monthly, branch A and branch B)

 

I want to change the email message to say “this is your monthly invoice...” but when I do it to monthly template (not default) all of them change 

 

SarahannC
Moderator

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Hello there, dfmmjones. Thanks for getting back here.

 

The newly modified email message in the template takes over and replaces with all existing invoice template messages. 

 

I see how ideal and useful to edit the email message without affecting other templates in QuickBooks. For now, you may consider checking our blog website to keep up-to-date about the enhanced and the other release features in QuickBooks. 

 

Please let me know if you need anything else. Keep safe.

pemadruga
Level 1

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

I'm having the same problem as the OP reported almost 5 months ago. Is there any update on this issue? I'd like to be able to switch form styles but as OP stated, making a change to the business name or web site or email address on any one styles, changes them all. 

Also, I noticed there's a "new" Invoice and Estimate style out there, but I'm on the old style. I can't figure out how to change to the new version. How can this be done? 

Thank you. 

AileneA
QuickBooks Team

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Hello, pemadruga. 

 

Allow me to share some information about updating your form style template. 


When editing a specific template, it will automatically update the default template you've set. However, if you wish to change the New Invoice or Estimate style, you'll need either to Remove as default or Delete it.   

 

 

 

 

 

Once deleted, you can set as to make default the New Invoice style.   

 

 

 

For more information about customising form style, here's a great article you can refer to: Customise invoices, estimates, and sales receipts in QuickBooks Online

 

I'm here anytime you have other concerns. Have a good day. 

pemadruga
Level 1

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

AileneA,

 

Thank you for responding. My business has multiple DBAs and what I'm trying to do is create an invoice form that I can choose depending on which part of my company is appropriate. For example, I have "Jupelester Consulting" for our customer software consulting and "Sky Views Images" whenever customers use our drone service for real estate photography. We have separate logos for these DBAs but they both fit under the same corporation. 

Here's what's happening. Whenever I create a new form and try to customize the headings at the top of the invoice, it overwrites the values of the entire company. This even changes the name that appears when I log in to QB. 

qb1.jpg qb2.jpg

I followed your instructions and unset the form from being the default but my forms still don't keep the values assigned to them, and I think now I see why. The top of the template says "The Company Info setting applies to all form styles". Is there a way to make a form that doesn't override the company information? 

 

This is why I feel like there's a bug because what's the point of being able to create a custom form where you can type in a separate company name if it's going to override all the other forms? 

 

Hopefully what I'm saying makes sense, and thanks for your help on this. 

 

 

Adrian_A
Moderator

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

I appreciate you for getting back to us, pemadruga.

 

Thanks for adding a screenshot.

 

Currently, any changes made to the form will reflect the others. That said, I'll take note of your sentiment and share it with our Developers. 

 

You can also send one on your end through the Gear icon and then select Feedback.Screenshot 1.JPG

 

 

 You may visit our Feedback page to stay updated on the new and updated features in QuickBooks.

 

Also, if you want to customise the email message on the forms, you can check this reference:  Personalise your email message.

 

Keep me posted, pemadruga, if there's anything that I can help with sending or customising the sales form. I'll be around to help you!

pemadruga
Level 1

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Adrian,

 

Glad to hear that my feedback may end up on a feature request somewhere. Given that the user interface is already built to allow a user to type in custom information, it would just be a matter of storing that information in the back end. I look forward to hopefully being able to use the feature in the near future. :-)

Archie_B
QuickBooks Team

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

Thank you for following up, pemadruga.

 

We may not be able to provide a specific time frame. But, rest assured, your valuable feedback will be received and reviewed by our Product Development team.

 

You can also track your feedback in this link: Customer Feedback for QuickBooks Online.

 

Feel free to reach us again for any other concerns or if you still need further assistance. I'll be here to help. Have a good day!

 

 

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