Issues with creating and using custom forms

You may be experiencing a browser-related issue, Foxhall.

There are times that an issue like this occurs when the system encounters a browser-related concern. We can fix this by performing some troubleshooting steps.

We can start creating a custom form on a private window. It is where we can identify if what we experience is a browser-related issue. You can use these keyboard shortcuts to open one:

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

If it works, we can go back to a regular browser and clear its cache. Once the cache is piled-up, it can be the reason for some unexpected concerns on the opened pages.

We also have the option to use a different browser like Mozilla Firefox, Microsoft Edge., Google Chrome, or Safari.

On the other hand, we can use the customized invoice form by either making it the default form or using it only on the invoice transaction.

Here's how you can do it:

If you want to use it as the default one:

1. From the Gear icon, select Custom form styles.
2. Find the template and click the Edit drop-down.
3. Select Make default.

If you want to use it only in the invoice, click Customize on the Invoice page. Then, select the template.

Also, if you want to let your customer pay an invoice online, you can send an online invoice: Take and process online payments.

Let me know how these steps work on your end. Take care!

Further reading leads me to suspect that I can't create custom forms or even change the default form in Quickbooks Online Essentials.  The "Custom Form Styles" option is not available even when using a private browser window or when using the Windows Quickbooks app - see attached image for what is available to me.

If I create and edit a custom invoice using the back door through the help screen, it's not available when creating an invoice, even if I set it to be the default.

So, I'm guessing these are only features available with more expensive plans.

Good Afternoon, @Foxhall. 

The custom form styles feature is only available in QuickBooks Online Essentials, Plus, Advanced, or in Accountant View. Here's a link for pricing and subscription levels so you can see what you can and can't do in your account type. 

If you want to upgrade your subscription so that this feature will be available to you, just follow the steps below. 

1. Go to the Gear (Settings) icon. 
2. Under the "Your Company" column, choose Account and Settings. 
3. Select the Billing and Subscription tab. 
4. In the "QuickBooks" section, press Upgrade. 

If you have any other questions or concerns, feel free to ask. I'm always here to lend a helping hand. Bye for now!

Hi foxhall I have been having the same issues. Have you found out how to fix what you were dealing with? Quickbooks team not been useful with troubleshooting why these features are not showing for us...

I have QB online Plus and I do not have custom form style as an option.  

Hey there, @Pstepka. 

Thanks for joining in on this thread. Allow me to give you the reason why you're unable to see this option in your QuickBooks Online Plus account. 

The reason why you're unable to see the option listed in the Gear icon is because you may have the new version of invoicing and estimates. With the new version of invoicing and estimates, you can update and personalize your forms as you're creating them. All the tools you need to customize invoices and estimates are on the form itself. 

Scroll down and choose the Customize invoices and estimates with the new version in this guide: Customize invoices, estimates, and sales receipts in QuickBooks Online. This section will provide you with other details and instructions on how to do it with the new version. 

Keep us updated to see if this works for you. We're always here to have your back. Have a great day! 

How can I edit my purchase order?  I do not want the SERVICE column to appear.  Just the DESCRIPTION, QTY, RATE, and AMOUNT.  

I have been asking for years to be able to customize the PO.  Why won't quickbooks allow this?  We send POs for physical items AND for services and no being able to customize them is ridiculous.  

Thanks for reaching out to the Community, @Pstepka.

I understand how beneficial it is for you and your business to be able to remove the service column in the purchase order form. However, the option is currently unavailable.

The product, quantity, and agreed-upon price are all specified in the purchase order. It means that if there is no product or service column, you cannot create a transaction for a purchase order. Besides, the template of the purchase order is the default.

For the time being, I encourage you to provide feedback to our software engineers. They may consider your suggestions and incorporate them into future product updates. Here's how to send feedback:

1. Open your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion, then click Next to submit.

If you need to keep track of your purchase orders in QuickBooks Online, you can refer to this article: How to run purchase order reports.

Please feel free to reach out to us again if you require more assistance with your purchase orders. We are always willing to assist you. Stay safe, Pstepka.

I have suggested this as you noted for years.  Apparently QB does not care and it's ridiculous.

I have been suggesting this (the way you noted and via phone when I have been on the phone with QB for other reasons) for over five years now.  It's beyone ridiculous.

Good day,

The default forms are not changing when I edited them in for simple start. The information written is still the old information that I had wrote. I changed browsers.

Thanks,

Jeremy