Customize Layout Designer for statement template not loading

Dorenda25 · ‎June 20, 2022

For a couple of weeks, I have been unable to load the customize layout designer for my customer statement templates and I am also unable to create new templates. I do not get an error message but the next screen with the template design will not pop up. I have updated QB, run repair, file doctor & rebuild and nothing has worked. Any ideas? I am running Desktop Pro plus 2022

JonpriL · ‎June 21, 2022

Hi there, @Dorenda25.

I'll share insights about customizing the template of your statements in QuickBooks Desktop to ensure they go through and perform the changes you needed.

Currently, we have an ongoing investigation where customers, like you, are unable to customize the template from the statement transaction. Rest assured that our engineering team is aware and they're in all hands working to fix this as soon as possible.

While we're unable to provide the exact turnaround time as to when this problem will be fixed, let's consider customizing the template by going to the List menu, selecting the Templates option, and choosing the statement template in question.

If you haven't yet, I also recommend contacting our Customer Care Support. With their tools, you can work with one of our specialists in creating a ticket linked to the said investigation to receive updates via your email on file. Here's how:

Go to Help.
Select QuickBooks Desktop Help.
Click Contact Us.
Enter a few words describing how you're unable to customize the statement template in the What can we help you with? text area.
Choose Chat or Callback to connect with our specialists online.

Lastly, I'm adding this article for topics to use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Subtopics like how a certain workflow is entered based on the other payment method used by your customers.

We appreciate your patience as we're working on this. Please let me know in the comments below if you have any other questions aside from creating and sending statements in QuickBooks. Take care always!

View solution in original post

JonpriL · ‎June 21, 2022

Hi there, @Dorenda25.

I'll share insights about customizing the template of your statements in QuickBooks Desktop to ensure they go through and perform the changes you needed.

Currently, we have an ongoing investigation where customers, like you, are unable to customize the template from the statement transaction. Rest assured that our engineering team is aware and they're in all hands working to fix this as soon as possible.

While we're unable to provide the exact turnaround time as to when this problem will be fixed, let's consider customizing the template by going to the List menu, selecting the Templates option, and choosing the statement template in question.

If you haven't yet, I also recommend contacting our Customer Care Support. With their tools, you can work with one of our specialists in creating a ticket linked to the said investigation to receive updates via your email on file. Here's how:

Go to Help.
Select QuickBooks Desktop Help.
Click Contact Us.
Enter a few words describing how you're unable to customize the statement template in the What can we help you with? text area.
Choose Chat or Callback to connect with our specialists online.

Lastly, I'm adding this article for topics to use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Subtopics like how a certain workflow is entered based on the other payment method used by your customers.

We appreciate your patience as we're working on this. Please let me know in the comments below if you have any other questions aside from creating and sending statements in QuickBooks. Take care always!

ksanchez11 · ‎September 30, 2022

I am also having the same problem with customizing my templates- has this been resolved?

Rasa-LilaM · ‎September 30, 2022

I'm here to help and provide some updates about the issue you're experiencing with the statement, ksanchez11.

I checked with my sources, and the investigation is still ongoing. Our engineers are working hard to find a permanent solution. This way, customers can customize the customer statement smoothly.

As a workaround, customize the statement template in question, as suggested by @JonpriL. I recommend contacting our Technical Support to keep you in the loop on the investigation's progress. One of our specialists will assist you in signing up for the notification list so that you can receive email updates.

Here's how:

In your company file, go to the Help menu at the top bar and choose Contact Us.
Type a brief description of the issue, like, encountering an issue customizing a statement, and select Continue.
Sign in to your Intuit account and click Continue and then Continue with my account.
If you don't already have an account, make sure to Create a new account.
We'll email you a single-use code enter it and select Continue.
If you have more than one account, select the account you want to use and then Continue.
Select to Chat with us or Have us call you.

Here's an article that provides detailed information on how to contact our technical team outside of the product, including support hours: QuickBooks Desktop. For resources and topics about managing customer-related tasks such as processing refunds or managing sales transactions, click here to view the list of articles.

If you have any further questions about customizing sales forms or other product-related issues, click the Reply button and post them in the field box. I'm always ready to answer them for you. Have a wonderful rest of your day.

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Customize Layout Designer for statement template not loading