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Buy nowSo I've just noticed when I send a batch of invoices and select the specific template I want to use, the template is ONLY used on the FIRST ONE! All of the others are sent via the default! This is incredibly frustrating as I have about 10 specific templates created for various scenarios. I guess this is just one more thing they're doing to push us from desktop. This is beyond frustrating and certainly explains why my customers aren't understanding what I'm talking about. And do not come at me saying I need to uncheck the combine forms feature, I KNOW THAT! I am so sick of intuit continuously working AGAINST the people that pay their bills.
Hi, windyl0u.
I understand the importance of batching these specialized templates correctly for your customer communications.
Since your custom templates aren't applying to all invoices in the batch, let's start by running Verify and Rebuild Data in your QuickBooks Desktop to check for any data issues that might be causing this behavior.
Here's how to verify your company data:
After that, follow these steps to rebuild your company data:
If the issue persists, we recommend contacting our Live Support team for further assistance. They have the tools to screen-share and conduct a thorough real-time investigation into what's causing this.
If you have any additional questions or need further assistance, please don’t hesitate to leave a comment below.
You guys really think that fixes everything, don't you? Well, it doesn't. I verify my data monthly and it is fine. You need to learn how to say We don't know, because that's the most common answer we get from intuit. Now your solution is for me to go on an hours long escapade trying to reach someone over there that actually understands the product bc you guys messed something up? FIND SOLUTIONS FOR ISSUES YOU CREATE.
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