Custom Forms Not Working

Hi there, @NoGoodSoftware.

I'm here to help share some information regarding your custom template concern.

We currently have an ongoing issue wherein Print Preview of an Invoice created is not applying the Custom Template. Our engineers are still working to get this issue resolve as timely as possible. Since you've already contacted our support rest assured that you'll be able to receive a notification about the status of the issue. 

Additionally, I'll keep an eye out for updates and provide them as soon as they're made available to me. Thank you for your patience while this was being worked on.

Please know that I'm just a post away should you need anything else concerning QuickBooks. I want to make sure you're taken care of. Have a wonderful day.

Good Afternoon - 

Is this issue any closer to being fixed? 

We have a imported custom template in order to produce 'delivery tickets' for our customers however this custom template is not picked up when we preview the document - instead the standard invoice is shown.

We cannot use the standard Delivery Note template as it is not fit for purpose in line with our requirements.

We are currently dual processing but until this issue is resolved we cannot fully migrate over. 

Good Afternoon to you as well, Kirsty.

Thank you for reaching out to the Community. I'm here to assist you with your Custom Templates concern.

Our product engineers are still working on the ongoing issue happening with the custom templates in QuickBooks Online. If you already reached out to our Support Specialists, you'll be receiving updates via Email.

As a workaround, you can try sending the invoice to your email address and try printing them from there if it works. If you haven't reached out to one of our support yet, I recommend reaching out to them through these steps:

1. Sign in to your QuickBooks account.
2. Select Help.
3. Select Contact us.

Please be sure to let me know if there's anything else I can do by posting your response. The Community is always here for you.

Hi please get this resolved ASAP!

I know how very important for you to use the custom template, Jeremy_T.

Our engineers are still working together for the permanent fix of this issue. If you already contacted our phone support, you'll receive an email notification about the updates or resolution for this one.

If not yet, please give them a short call. You can reach them in QuickBooks Online by clicking the Help menu. Then, choose Contact us and follow onscreen instructions.

In the meantime, you can open the estimate and mark it as Closed instead of converting it to an Invoice. You can also create the invoice and manually enter the info from the estimate.

I'll also keep an eye on this and will get back to you if there's an update.

We process 30 invoices a day.  So your answer is to not bill an estimate and instead to copy everything into a new invoice so it can't be found by the link button when we search it and create hours of data entry.  Who is going to pay for all of that lost productivity? If I'm doing that why don't I just go back to carbon copies?  I have an idea how about you Beta test your upgrades so your customers don't have to be the software Ginny pigs?  

Let me help you sort this out, @NoGoodSoftware.

Allow me to share information about converting an estimate to an invoice and printing invoices in QuickBooks Online.                                                                                                                                                                                                                                                                             

To start with, an estimate can be converted into an invoice not a bill. If you're trying to convert an estimate to an invoice, here's how:

1. Go to Sales.
2. Choose All Sales tab.
3. Select a specific estimate.
4. Double-click on the estimate to open it.
5. Click Create Invoice.
6. Enter more details about the invoice.
7. Click Save and Close.

On the other hand, if you're unable to print the invoice you've created,  you can download it to your computer and print it from there. Here's how:

1. Click Sales.
2. Select Invoices tab.
3. Look for the invoice you want to print or download.
4. Click on the Action drop-down arrow.
5. Choose View/Edit.
6. Go to the bottom portion of the screen.
7. Click Print or Preview.
8. Choose Print or Preview.
9. Click the download icon beside the printer icon.

Once completed, check out the downloaded invoice in your Downloads folder and print it from there.

If the issue persists, I'd recommend scheduling a callback with our Customer Care Team. An agent will be able to add you to the affected user's list for this on-going invoicing concern.

Here's how to contact us:

1. Click (?) Help.
2. Select Contact US.
3. Under How can we help?, type in any keyword about your concern.
4. Click Continue.
5. Choose We’ll call you.
6. Enter your information.
7. Hit Call Me.

Let us know here in the Community if you have other concerns about printing your invoices. I'm always here to help.

I'm not an idiot, I've been using QBO for over 6 years.  The problem is it won't allow us to select a custom form.  Its selected but automatically defaults to the QBO for and it looks embarrassingly horrible and is missing the required details our customers require.   Your engineering team is terrible everything worked fine until you did a change and obviously never Beta tested the changes.  We went through the same thing about 3 years ago when you deleted all the existing QBO estimate and invoice templates and never told anybody you were doing it.  One day we just went to work and bam here is your poop sandwich served by QBO. 

Precisely, please don’t give us template answers WE NEED SOLID HARD ANSWERS. WE USED QUICKBOOKS BECAUSE OF THE ONE CLICK ABILITY TO GENERATE INVOICE! NOW WE HAVE TO KEY IN EVERY SINGLE THING INTO THE INVOICE IN WORD DOCUMENT FORMAT!!!!!!!

ITS BEEN MORE THAN 4 WEEKS AND WE CANT WORK EFFECTIVELY AND PRODUCTIVELY. QUICKBOOKS PLEASE TAKE THIS SERIOUSLY OR WE ARE MOVING.

Hello there, Jeremy_T,

As a customer myself, I also experienced this. Our engineers are still working to resolve the issue about the invoice templates. We will email you as soon as we they get it working again.

Please follow the steps above to call our phone support. They will be asking for your contact information for us to send you the notification.

We want to fix this as soon as possible. If you have other concerns that you'd like to voice out, please let me know. I'll note them down and offer any help I can.

Good, Jeremy. Tell them!

My husband is about to LOSE HIS MIND. We are sending invoices out to a very reputable company, a HUGE one, and I am about to blast this all over social media if we do not have an answer to this, PRONTO.  Make this a priority, please.

Hello there, @julie_rubinacci.

I understand the impact of any delay in resolving this ongoing issue. Currently, our Product Engineers are still working on releasing a permanent resolution to this progress invoicing concern.

In the meantime, may I ask what specific format of an invoice are you using? Our Product Engineers are able to determine that the display issue on viewing the invoice created from estimate only happens if you're using the Airy Classic template on Standard (Master) style. 

Let's use a different invoice template and recreate your invoice from the estimate. Here's how:

1. Click the Gear Icon.
2. Choose the Customs Form Style.
3. Go to the New Style button.
4. Select Invoice.
5. Choose the Design tab.
6. Enter the name of the Invoice Template.
7. Click on Change up the Template.
8. Select any invoice template except Airy Classic.
9. Click Done. 

Once completed, let's try creating your invoice.

1. Go to the Sales menu.
2. Select All Sales tab.
3. Look for an estimate that you need to send an invoice.
4. Click Create Invoice link.
5. Choose How much do you want to invoice? 
6. Click Create Invoice button.
7. Review the invoice details.
8. Click on customize link at the bottom portion of the page.
   1. Select the Invoice Template you've created a while ago.
   2. Choose Print or Preview. 

That should do it! This will allow you to create and print preview an invoice with a customized format.

Let me know if you have other questions about progressive invoicing. I'm always here to help.

We are using a custom form NOT a template and it still happens when converting an estimate to an invoice.  Our problem is it defaults to the master template even though it is not the default.  If we change the default it will only pull from the master template.  So we can't even do a custom template because it won't accept it. 

Hi there, @NoGoodSoftware.

I'd be glad to join the thread and help check this further for you.

If you don't have the option to to customize the form in QuickBooks Online (QBO), it's possible that you don't have the rights to do it. Only the master administrator has the change to customize the template in QBO.

On the other hand, if you're trying to customize old forms and it syncs to all of the templates, then that is how QBO works.

As of now, you have the option to use your own form styles by exporting custom invoice form styles to QuickBooks. For the detailed instructions, you may check this article: Import custom form styles for invoices or estimates.

As always, don't hesitate to add a post/comment below if you have any other questions about forms and invoices. I'm just a post away to help you!

I'm the administrator as President.  I know how custom forms work I've been using QBO for 6 years.  The problem is no matter what we select it defaults to the QBO master form.  When it converts from a estimate to an invoice it only uses that master form not the custom form I've designed.  We change the default to our custom form but it still only uses the QBO master invoice form and all the column spacing is wrong so it makes our invoice look like crap.

This is still not working.  Do they have more than one programmer at QBO?  Good grief.  It's not that complicated!!!!

I've done all that, its been 3 months and no fix, no updates just the standard we are working on it. We are having to hand type in our invoices at 30 or so a day.  We get the update "The engineers are working hard on this" really?  Because I work in Silicon Valley and know hundreds of software engineers.  Every engineering team I know would have 3 weeks to fix what is a major flaw in QBO not being able to convert an estimate into an invoice.  What is the most basic of accounting functions.  It looks to me like Intuit is outsourcing its engineering and IT services to cut cost and boy does it show.  That is why its taking so long, you cant fix what is a basic software patch.  Heck for that matter you could just roll back the update to before you had the problem and fix it then provide an updated patch.  I don't know why your stellar engineering team have not put these solutions forward.  This is the same engineering team that did the horrible BETA testing that led to the problem.  As far as for our company its too late we are already reviewing other products on the market and are doing preliminary testing.  Something your engineers should have done.  Its sad really Intuit used to be such good company with good products.  This would never have happened under past management.  You don't have to update me, if all goes well I won't be around to read it. 

I'm having the same issue! I cannot believe there isn't a fix for this yet.

Its been so long now, I don't think they know how to fix it.   Converting an estimate to an invoice without having to re-type them all is one of the most basic features in any accounting program.  I'm looking into other programs, I'm not waiting a year for this to be fixed.   Have you noticed there are no updates about this issue?  Its like they gave up trying to fix it.  Now they are just ignoring it.

Hi @savannahlarkins,

I understand how frustrating it is when one of the features you always use isn't working as expected. Rest assured, our back end team is working to get this resolved as soon as possible.

This issue has an open investigation assigned to it. I'd suggest contacting our live support for assistance if you haven't already. This way you'll be added to the list of our affected users. You'll receive emails whenever there's an update available. You can provide INV-28978 for an easy reference.

Here's how:

1. Log in to your QuickBooks Online company.
2. Click the Help button.
3. Click Contact us.

To avoid this kind of issue from happening, we advise to create invoices separately at this time. 

Leave a comment below if you have any other questions.

No problem Savanna, waste your time for the next six months re-typing all your estimates to invoices. I'm sure you don't have anything better to do with your business than re-type data all day.  Its been 4 months with this problem and NO UPDATES YET!