Welcome to the Community, @david-buxton.
I got you covered in getting this custom option issue sorted out and get you back on track.
If you're unable to customise an invoice template, I recommend uninstalling and reinstalling the app. This process refreshes your data and helps fix app-related issues which can be the reason you're unable to customise template.
I've also got here a link that you can bookmark for future reference about fixing app issues on your mobile device: Here are some quick steps to fix most app-related issues.
However, if you're referring to customising the date range of the P&L report, we currently have an ongoing issue wherein customers are unable to customise the date of the said report. Our engineers are now working to identify the root cause of this problem and apply a fix.
To be notified on the latest status of this matter, I suggest contacting our Customer Care Team. They'll be able to send you an email once any updates on this hurdle are made available.
To reach them:
- Click on Help at the top menu bar.
- Hit on the Contact Us button.
- Enter a brief description of the issue in the What can we help you with? box.
- Press on Let's talk.
- Select on Get a callback.
- Key in your contact details, then tap on Confirm my call.
For now, to get your work done, I suggest accessing QuickBooks using a web browser. From there, open the P&L from the Reports tab, then customise the date under the Report period section.
Know that any task you do or information you add in the app shows up on the web, and vice versa. This way, your data is always up-to-date and available.
I'm always available to help if you have any other concerns, @david-buxton. Just leave a reply below. Take care!