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bernardm-bernard
Level 1

I have amended my invoice template and made the new template default. When I go to creating an Invoice I can see the old form but when I preview new template labels show?

 
3 REPLIES 3
GenmarieM
QuickBooks Team

I have amended my invoice template and made the new template default. When I go to creating an Invoice I can see the old form but when I preview new template labels show?

I understand you're experiencing difficulties with viewing invoice using the new template in QuickBooks. Let's work together to explore some potential solutions and get to the root of the problem.

 

QuickBooks, like many web-based applications, can sometimes behave unexpectedly due to browser-related data issues. These can range from cached data conflicts to browser extensions interfering with the software's functionality. To isolate the problem and determine if it's browser-related, I suggest we start by using a private or incognito browsing mode.

 

  • Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
  • Google Chrome: Press Ctrl + Shift + N
  • Safari: Press Command + Shift + N

If the option appears, you can go back to a regular browser and ensure to clear its cache. A piled cache can also be the reason for some unexpected page behavior. However, if the issue persists even in incognito mode, our next step would be to try using other installed supported browsers. This approach will help us determine if the problem is specific to your current browser or if it's a more general issue with QuickBooks itself.

 

If you encounter any difficulties managing your invoices and other transactions, like sales receipts or estimates, please don't hesitate to let me know by leaving a comment below and I'll circle back to help you.

bernardm-bernard
Level 1

I have amended my invoice template and made the new template default. When I go to creating an Invoice I can see the old form but when I preview new template labels show?

I have tried your suggestions and I am still getting the same problem

AnneMariee
QuickBooks Team

I have amended my invoice template and made the new template default. When I go to creating an Invoice I can see the old form but when I preview new template labels show?

Hello there, Bernard. Let me route you in the right direction for support.

 

I appreciate you taking the time to follow the steps that my colleague provided. Since the issue persists, I recommend reaching out to our live technical support team. They can conduct a thorough investigation into why you’re still encountering those new template labels.

 

Here's how to contact us:

 

  1. Go to the Help menu and select the Search tab.
  2. Next, click Contact Us.
  3. Select a topic to connect with the right expert or choose to ask about something else to enter a brief description of your concern. Then, press Continue.
  4. Lastly, pick either Start a Chat or Get a Callback to start connecting with them.

 

To ensure that your concerns are addressed promptly, I recommend checking our support hours here: QuickBooks Support. This way, you can reach out during a time when we’re fully available to assist you.

 

I want to ensure we get this sorted out for you, Bernard. If you have any other questions about anything QuickBooks-related or need further assistance, please don't hesitate to leave a reply below. I'll be around to help you out.

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