Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer December 04, 2022
Solved
Best Answers
Good day, Axis 1717.
Allow me to provide some insights and steps to resolve this issue so you can begin using personalized sales forms in QuickBooks Online.
It's possible that you've switched to the new estimate and invoicing experience, which explains why the custom forms styles tab is no longer available in your settings.
With the new version of estimate and invoice experience we can update and personalize your forms as you create them. The form contains all of the tools you need to customize invoices and estimates. That means, you no longer need to manage templates because all of the options are available on each form. QuickBooks keeps track of your preferences and applies them to your next estimate or invoice.
To see which experience you have:
- Click on + New.
- Select Invoice or Estimate.
- If you see “New” by the form title, then you’re currently using the new experience.
To switch to the old experience:
- Click on + New.
- Select Invoice or Estimate.
- Tap Old layout.
If you're still using the old experience and custom form styles aren't available, I recommend contacting our Customer Care Team to investigate further. They have the tools to securely access your account and investigate why this is happening.
I've added this article to learn more about personalizing sales forms in the new version and old experience: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you have additional questions about customizing invoices and estimates in QuickBooks. I'll be here to help. Have a great week!
I have tried all these steps, and it did not help.
Do you think it could be because I have just purchased quickbooks, and I don't have full capability.
Even my general menu looks different than the tutorial videos.
I don't have "custom form style in my drop down menu, even though I have a Essential membership.
Good day, Axis 1717.
Allow me to provide some insights and steps to resolve this issue so you can begin using personalized sales forms in QuickBooks Online.
It's possible that you've switched to the new estimate and invoicing experience, which explains why the custom forms styles tab is no longer available in your settings.
With the new version of estimate and invoice experience we can update and personalize your forms as you create them. The form contains all of the tools you need to customize invoices and estimates. That means, you no longer need to manage templates because all of the options are available on each form. QuickBooks keeps track of your preferences and applies them to your next estimate or invoice.
To see which experience you have:
- Click on + New.
- Select Invoice or Estimate.
- If you see “New” by the form title, then you’re currently using the new experience.
To switch to the old experience:
- Click on + New.
- Select Invoice or Estimate.
- Tap Old layout.
If you're still using the old experience and custom form styles aren't available, I recommend contacting our Customer Care Team to investigate further. They have the tools to securely access your account and investigate why this is happening.
I've added this article to learn more about personalizing sales forms in the new version and old experience: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you have additional questions about customizing invoices and estimates in QuickBooks. I'll be here to help. Have a great week!
