posted
Hello.
I made a custom estimate for my company. I included the custom fields in their respected area. This is what my form looks like:
Upon uploading it in QBO and putting the custom fields in the correct mapping, I am disappointed to find out that when I actually preview it on an actual estimate, the custom fields remain blank in the preview. Take note that I inputted something in the custom fields prior to me previewing it. Please see attached screenshots. Would appreciate if someone can help me.
Best answer July 29, 2021
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Best Answers
I’m here to help ensure these custom fields will show up on your custom form, @Skellytonne.
There are few reasons why some data don't appear on the printed or preview document. You can reimport your template and make sure it’s set as the default form style in the Customize section.
Here’s how:
- Select the + New button.
- Choose Estimates.
- Click the Customize option, then choose the template you made.
You can use this guide to learn more about importing custom form styles in QBO: Import and design custom form styles for your invoices or estimates.
Also, here’s a video tutorial that provides ways to personalize and add specific information to sales forms: Customize invoices, estimates, and sales receipts in QBO.
Do you have other concerns with managing custom forms? Just let me know. I’ll be here to help. Take care!
Thanks for posting an update here, @Skellytonne.
If you experience any unusual issues with your estimate templates, like styles not applying or missing fields, run some browser troubleshooting steps to fix it.
Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite the data and will not remove history unless done manually.
Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Once done, check if the custom field appears this time. If it works fine, clear the cache to resolve browser issues in QBO. Using a different browser can also help.
However, if the same issue persists, I recommend getting in touch with our Support Team. They can help report this to our engineers who can help with program bugs and other technical concerns.
- Go to the Help menu in QuickBooks, then choose the Search tab.
- At the bottom click on Contact us.
- Enter the keyword Payroll, Account Management and Billing in the What can we help you with? box.
- On the next screen, scroll down to How would you like to connect with us section.
- Choose Chat with us to initiate a discussion with a live agent.
- Enter you account contact information then press Get a chat.
- When using this option, make sure to enable pop-up windows . The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:
This thread is always open for additional questions and updates. If you need further assistance with QuickBooks estimates ang templates, do tag me anytime. I'm always right here to help.
