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Troubleshoot common issues when using and customizing templates

Perform the following suggested steps and workarounds to resolve common issues you encounter when emailing, opening, printing or saving forms as PDF.

Invoice or Statement forms print without lines or borders around fields

A preference within QuickBooks Printer setup determines whether or not lines or borders print. These preferences are set by individual form, so you may have lines and borders printing on some forms and not on others.

Change the printer setup preference for a form:

  1. From the File menu, choose Printer Setup.
  2. From the "Form" drop-down, select the appropriate form.
  3. In the "Print On" area, select Blank Paper.
  4. Uncheck Do not print lines around each field, then select OK.

Emailed invoices have garbled text or a corrupt appearance

You send an invoice as a PDF and the appearance looks strange. It might appear to be typed by a misaligned manual typewriter. Some fields may be OK while others are impacted.

Change the font of text in the invoice:

  1. From the Basic customization window, select Layout Designer.
  2. Right-click a field that has the corrupted text, then select Properties.
  3. Select Font then change the font. Adjust size, bolding as desired.Note: The default font is normally Cambria. You can choose another suitable font such as Century or Times New Roman.
  4. Repeat this process for all applicable fields where the text had a strange appearance in the PDF, then select OK.
  5. Save an invoice as a PDF or email it to yourself, then verify its appearance.

Due to an error, the template was not exported

If you export a custom template for a form you have created in Quickbooks and you receive the error message, the custom template you are exporting may have a logo or image attached to the file.

Remove the attached logo/image from the custom template you are trying to export:

  1. Open the company file that contains the template you are trying to export.
  2. Select Templates from the Lists menu.
  3. Right-click the template you would like to export and click Edit Template.
  4. Uncheck the Use Logo checkbox then select OK under the Logo & Fonts section.

Error C=291 when importing a form template

While importing a form template, you receive the error message:

An error has occurred in QuickBooks. Please restart QuickBooks and try again. If you continue to experience this error, please note the C=value and contact technical support. C=291

This error is then followed by a warning:

Due to an error, the template was not imported. This may be because the template type used to store this template is incompatible with the template type being used to read it.

The C=291 error is displayed, because the form template you are attempting to import may be damaged, or from a newer version of QuickBooks Desktop. If the warning follows the C=291 error, it confirms that the template is from a more recent version of QuickBooks or is damaged.

If you created a template in a newer version of QuickBooks Desktop, and need to have a copy in a prior version, you need to recreate the template manually.

Unable to print custom invoice templates using QuickBooks for Mac

If you print invoices which use custom templates and nothing happens even though a message appears that the page is printing, QuickBooks Desktop or Layout Designer preferences may be damaged.

Delete and rebuild damaged preferences file:

    1. Make a backup of the company file.
    2. Close QuickBooks Desktop.
    3. Double-click the hard drive icon on the desktop.
    4. Open Users then [UserName] then Library and then Preferences.
    5. Drag the and files to the Trash can.
    6. Open QuickBooks Desktop, then restore the backup of the company file.
    7. Create a new customized invoice and save it with a different name.
    8. Print customized invoices using the newly created template.

The invoice does not save your Customized Invoice Template as the default

Typically, if you use a template on an invoice and you create another invoice, that regular template should display again. It is a setting that will remain until changed with the Invoice Template drop-down.

Resort the template list:

  1. Re-sort the template list
    1. Choose List and then Templates.
    2. Choose View then Re-sort List, and then select OK.
    3. Try to save your customized template preference again:
      1. Choose Customers then select Create Invoices.
      2. Create a new test invoice, choose your template, then select Save & New.
      3. Choose Customers then Create Invoices to see if your template option is now the default selection.

    NOTE: You can select back button or press Ctrl+D on your keyboard to delete the invoice.

  2. Test a different default template
    1. Choose Customers and then Create Invoices.
    2. Create a new test invoice, with a standard template.
      1. Select the Template drop-down menu.
      2. Select one of the "Intuit" templates listed.
      3. Enter Customer and Item details on the Invoice.
      4. Select Save & Close.
    3. Choose Customers then Create Invoices to see if the "Intuit" template option is now the default selection.

    Note: You can delete the invoice later by clicking the back button and pressing the Ctrl+D keys.

If the same Invoice Template displays, it is likely that your customized Invoice Template is damaged. If you have a backup from a time when you know that the customized template worked, then you can restore that backup. If restoring a backup is not a good option for you, then you will need to recreate your customized template.

Long text field only shows on the last page when working on Sales Forms with multiple pages

You are customizing a sales form by resizing the long text field using the Layout Designer. However, after you save the form, the long text field disappears from all the pages except the last.

Use a Text Box to enter the information needed:

  1. Open the Invoice and select Formatting.
  2. Select Customize Data Layout.
  3. Select Layout Designer then Add and then select Text Box.
  4. Add the information/details that you need to show on the form.
  5. Resize the field to show all the information entered, then select OK to apply the changes.
  6. Select Print Preview to see how the text box would appear on the form when printed.
  7. Close the Print Preview window and select OK.

Insufficient data for an image error

If you're encountering this error when emailing, printing, or saving a form as PDF, it's likely that an image on the form's template is damaged. To quickly fix this, you need to convert the image format using an image editing program.

  1. Go to List, then Templates.
  2. Double-click the problematic template, then select Layout Designer.
  3. Remove the image, then choose OK. Choose OK again.
  4. Using a photo editing software (we recommend MS Paint), open the damaged image.
  5. Save the image as a different image type. For example, change it to .JPG if the original image type is .BMP.
  6. Back in QuickBooks, open the template and re-add the image using Layout Designer. Customize and resize as needed.
  7. Try emailing, saving, or printing again.

If the error persists, try this troubleshooting article from Adobe Help Center.

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