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Wasapi
Level 2

Custom Forms Not Working

It's been 4 weeks that support they say are working hard on my .doc document to make the dual taxes work correctly on my custom form. They say they are working on it with the team and then suddenly they ask me for screenshots of how I do it.

 

They have NO IDEA how this feature work.

 

And I can BET 100 bucks right now that they are not able to make it work with dual taxes in the Invoice summary.

Their support is the worse things I've seen in years.

 

Just after my post you'll see one of their bots post an article how to do this from Import Styles. As if I have not read this article. And they'll tell me that they really caring about my case, and to call support. And the bots are so much bots that they will say they are not bots.

 

But NONE of them bots will REALLY test the feature,

It does not work. People tell you all the time. You should just remove the feature. Stop selling something you cannot deliver.

 

Stop developing bots to tell us it works. 

Just fix the freaking thing.

 

jamespaul
Moderator

Custom Forms Not Working

Hello, Wasapi. 

 

I'd feel the same thing if there aren't any updates or progress about the issue that the support is supposedly working on. 

 

At this point, I'd recommend contacting our support again and follow up about the progress of your custom form. Since it's a customized form, it'll take time for our support to finish. 

 

You can use the same phone number or if you don't have it handy, you can use these steps to contact them: 

 

  1. Click the Help menu.
  2. Select the Talk to a human option (you can also type it in the chat box).
  3. When asked, enter "follow up with the customized form"
  4. Type or select I still need a human.
  5. Click the Get help from a human link, then choose how you want to reach us. 

 

If you still have it, you'll want to give your existing case number to the next available agent. They'll read through the notes and check with the team that handles the customized forms.

 

I'd also suggest asking them about the estimated time on when your form will be finished. 

 

In the meantime, you'll want to work with the regular transaction templates  if your current transactions don't have the dual taxes. 

 

If you need to take care of your bank transactions, I'd recommend checking out the articles from this topic: Banking

 

I'll hear you out if you have any other concerns about QuickBooks Online. Reply here or post a new thread and I'll get back to you. 

Cheryl603
Level 1

Custom Forms Not Working

It still doesn't work - form doesn't load to edit an existing invoice - but loads sales forms

SC90
Level 1

Custom Forms Not Working

Look! An AI bot just responded with nothing helpful! I feel sorry for the user that sought help. He's not alone. When I try to edit the invoice form it goes to editor and promptly refreshes back to the original invoice. Desktop and Online share this issue and YOU'RE working on it! I recommended this app to all of my companies to consolidate our workflows and I feel like a fool for doing so. Keep working on it!

SC90
Level 1

Custom Forms Not Working

Hello QB community,

Since QB is uninterested in solving CRITICAL issues, does anyone have alternative suggestions to QB. I'm sick of fighting with my app for control. I am sick of lousy customer service that seems to find as many ways as possible of preventing their customers from contacting them while encouraging customers to pay for support! As much as I dislike Microsoft, they have it together when you need IT support. Can't believe how far they'll go for a $150 annual subscription. Too bad they aren't your competitors!

Rasa-LilaM
QuickBooks Team

Custom Forms Not Working

Thank you for joining this thread, SC90.

 

I recognize the importance of consolidating workflows and the impact this issue may have on your business operations. Let's work together so you can edit the invoice and use the custom form feature smoothly.

 

Sometimes the browser can become overloaded with frequently visited page resources, leading to errors or unexpected responses. To eliminate the possibility of a webpage issue, let's access your account using an incognito window or private browsing. Follow the shortcut keys below to bring up one: 
 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

Once you're logged in, open the invoice you're currently working on and edit it. If you're able to successfully customize the sales form, clear the cache of your regular browser. This will help optimize its overall performance. Trying out a different browser can help identify any potential damage to the current one you're using.

 

I have an article that offers comprehensive details on enhancing your business communications by customizing the look and layout of sales forms. Click the following link for detailed instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Moreover, these resources include instructions that will assist you in setting your own numbering preferences for invoices, printing or emailing multiple sales forms, and effectively reminding customers of their due dates. Simply open each article to guide you through the process:
 

Reach out to me again if you still need further assistance customizing your invoice or have questions about the product, click the Reply button and post them in the field box. I'm always ready to help you the best that I can, @SC90 

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