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elockley-talktal
Level 1

Custom fields have disappeared from my invoices

 
Solved
Best answer April 13, 2022

Accepted Solutions
ChristieAnn
QuickBooks Team

Custom fields have disappeared from my invoices

Hi there, elockley-talktal. 

 

Thank you for visiting the QuickBooks Community. Let's perform some troubleshooting steps to ensure you can view custom fields on your invoices.

 

If the custom fields were missing when creating invoices, it could be you choose the incorrect template. That's the reason why the customise fields are disappeared. I recommend clicking the customise button and making sure to select the correct template.

 

customise.PNG

 

However, if the invoices are already created and custom fields have disappeared from the page. I recommend logging in to your QuickBooks account using a private browser. This way, you can verify if the cache full of history and temp files causes the unexpected behaviors. Private browsing doesn't store local files or cache. 

 

Use these keyboard shortcuts based on the browser you're using:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, you have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

 

Lastly, you may refer to this article to see details on how the Sales page provides you a great at-a-glance view of the status of sales transactions like open and paid invoices: View sales transactions.

 

Let me know if there's anything else you need help with managing your sales entries. I'm always here to help you anytime. Take care and keep safe!

View solution in original post

1 REPLY 1
ChristieAnn
QuickBooks Team

Custom fields have disappeared from my invoices

Hi there, elockley-talktal. 

 

Thank you for visiting the QuickBooks Community. Let's perform some troubleshooting steps to ensure you can view custom fields on your invoices.

 

If the custom fields were missing when creating invoices, it could be you choose the incorrect template. That's the reason why the customise fields are disappeared. I recommend clicking the customise button and making sure to select the correct template.

 

customise.PNG

 

However, if the invoices are already created and custom fields have disappeared from the page. I recommend logging in to your QuickBooks account using a private browser. This way, you can verify if the cache full of history and temp files causes the unexpected behaviors. Private browsing doesn't store local files or cache. 

 

Use these keyboard shortcuts based on the browser you're using:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, you have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.

 

Lastly, you may refer to this article to see details on how the Sales page provides you a great at-a-glance view of the status of sales transactions like open and paid invoices: View sales transactions.

 

Let me know if there's anything else you need help with managing your sales entries. I'm always here to help you anytime. Take care and keep safe!

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