QUICKBOOKS DESKTOP DATA FILE INVOICE TEMPLATE ISSUE

Thanks for laying out the details of your concern and attaching a screenshot as well, @NICHOLARS. Let me share some troubleshooting steps to fix the issue when printing the invoice template in QuickBooks Desktop (QBDT).

The first thing you'll need to do is to ensure that your QBDT is updated to the latest release. This way, you'll have the most recent features and fix it.

I checked if there was an ongoing issue with this, but there isn't currently one. To isolate this, let's run the Verify and Rebuild data tools in QBDT. This resolves the most commonly known data issues within your company file.

Here’s how:

1. Go to Window, then Close All.
2. From the File menu, click Utilities.
3. Select Rebuild Data.
4. Follow the on-screen instructions to back up your data.
5. When the tool finishes, select OK.
6. Go to the File menu, then click Utilities.
7. Click Verify Data, then select Rebuild Now once QuickBooks finds an issue with your company file.

If the issue persists, I recommend contacting our Technical Support team. This way, they have the tools to help you find the root cause of your concern and fix it.

In addition, you can try to recreate the template to resolve the error your client is having. Feel free to check out this article for more information: Fix common issues when you use and customize templates. 

Kindly update me on how things go, @NICHOLARS. I want to make sure your concern is fully addressed, and I'm here to provide further assistance. Take care!

Hi Kelvin,

There's nothing i have not done concerning the above.

The funny part is the rebuild tells me there's no issue with the file.

Also when i export a template from that file and imports in another file it works perfectly.

If you can share your email i can share the file with you to check

Or if there are other advanced tools i can use to see where the issue is.

Could this be an issue with prefferences because if i use that file to create a new file from existing it still carries the same problem.

NOTE: FUNNY PART IS WHEN AM ON LAYOUT DESIGNER WINDOW THE SAMPLE TEXT IS DISPLAYING BUT WHEN CLICK OK TO PREVIEW ITS NOT THERE.

COULD THIS BE AN ISSUE WITH CURRENCY TABLES AS WELL OR MYSQL DATABASE STRUCTURAL ISSUES?

Kindly assist

I really appreciate your effort and sharing your thoughts with us, @NICHOLARS. I’ll make sure this company file issue gets resolved.

Aside from using the Verify and Rebuild Data tools, you can also run the Quick Fix my Program and the QuickBooks Print & PDF Repair Tool from the QuickBooks Tool Hub. They're designed to fix issues when you have data corruption, a damaged operating system, installation, and printing problems. Before that, you’ll want to download and install the Tool Hub.

Here’s how:

1. Close your QuickBooks account.
2. Download the most recent version of the  QuickBooks Tool Hub, then save the file somewhere you can easily spot it.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Pay heed to the onscreen prompts to install, then agree to the terms and conditions.
5. When the installation completes, click the icon on the Windows desktop to open the tool hub.

Then, performs the steps below to repair your QuickBooks.

1. In the QuickBooks Tools Hub, select Program Problems.
2. Click Quick Fix my Program/QuickBooks Print & PDF Repair Tool.
3. Try to open your company and check the template.
   

If the issue persists after the process, you’ll want to contact our support team to check this further. Our representatives have enough tools to determine what causes this situation and can find more solutions.

For more information about managing form templates, check out this guide: Use and customise form templates.

Moreover, here’s a reference on how to receive customer payments in the program: Record an invoice payment. This makes sure the Accounts Receivable workflow is complete and accurate.

Don’t hesitate to let us know if you have any other concerns with your client’s company file. We’re always here to help you out. Take care!

Hi MadelynC,

Everything seems not working. Kindly let me know any other advance options.

Hi,

I have also tried clicking USE LOGO on the customizing template area and the attached image shows what pops up so it confirms there's really an issue. This issue started when they upgraded the file from an older version of quickbooks.

But i believe it has a solution because someone locally has a solution but he's charging me too much expensive and he did it so fast.

I’m glad to know that your invoice template concern is already resolved, @NICHOLARS.

In case you still need help with any QuickBooks concerns, I recommend reaching out to our Technical Support Team. They have extra tools to fix them. Also, reaching out to them ensures the security of your client’s company file data. Let me share the steps to get the contact information.

Here’s how:

1. Click here to open the support page.
2. Scroll down to the bottom of the window and click the Contact us link.
3. In the Contact Us screen opens, go to the Tell us more about your question section and enter a brief description of the issue.
4. Press the Search menu and choose the support options: Call us to speak with an agent or Message Us to start a conversation.

Need more assistance with personalizing your forms? This reference outlines the complete steps on how to perform the process in QuickBooks Desktop: Use and customise form templates.

Also, the following link contains articles about adding logos, and changing the look of sales form to match your brand: QBDT self-help guide.

Stay in touch if you have additional concerns or questions about invoices and other sales forms. I’m more than happy to answer them for you. Have a good one.

Hi Rasa-Lilam

Sorry i guess you dint get me well. My issue has not been resolved. I explained someone has as solution but not willing to help. Kindly assist still stuck.

Hello Nicholars, thanks for coming back to us, could you please check that you have ticked what you need in the footer. You can check this by going to the additional customisation when in the template itself, then go to the footer tab and check that everything you need is ticked on that page so that it shows up for you on the invoice for you. 

Hi Ashleigh1,

I have done all that. There's nothing i have not done to the file

Hi Nicholars, if you have done everything I suggest you ring the desktop support line on  0808 168 9535 and they can take a look at it more form there side for you.