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Used to be able to make the changes but for some reason now, whenever I log on as solo user on Admin, the changes I make to a customized Sales Order will not save the changes of the layout. It makes the changes to the customization of new data and position. The Layout designer just won't save. I look on the preview pane of the customization window but when I click the button to preview or to make a print copy, it reverts back to the default positions. I'll open the layout designer and the changes are there and then I click ok and takes me to the customization window and it all looks good again, but again whenever I press preview or print it reverts back to default positions.
Any help would be appreciated.
Thank you for joining us here in the Community, @Mervy.
Allow me to share some insights with you about the QuickBooks Desktop(QBDT) layout designer not being saved.
When you're not able to save your created template, possibly your template is damaged. But, you can restore it if you backed it up when it was still working.
If you're not able to restore it, the best option is to recreate the template.
You may also update your QBDT and PDF reader to have all the features working. Refer to these articles:
Let me know if you have additional questions about an invoice template by leaving a comment below.
I updated Acrobat reader DC, but still has the same problem for the Customized Sales Order I have and others that I created.
I went to the customized invoice and made some adjustments to the layout there and clicked OK, and went to preview and print and all changes worked. It appears only to have problems with Sales order, even if I make a new one.
I've run Verify and rebuild... I've run the "Hub" programs on the server and workstation. Still unable to print or preview the changes I make to Sales orders.
Thank you for doing the troubleshooting steps, Mervy.
At this point, it would be best to contact our QuickBooks Enterprise Support. That way, they can use a screen-sharing tool to check this further. They are open anytime.
Let me know if you have any other questions in mind.
This is version 12, so I don't think there was any support for this. I came here thinking this was QB users that may know of this problem, and may have a solution.
I've had a very similar problem, specifically with a Sales Order. For reference this is on Enterprise 2023. The template layout was working just fine, spacing, sequence, custom columns included. Layout designer, preview and print all matched accurately. Then I tried to make a revision, trying to add a column to accommodate some need here. That change seems to have thrown everything off. Layout designer saved the layout as I had created it, correct column widths and sequence, but print preview and printing revert to something different. As usual all of the boiler plate suggestions by QB staffers did nothing. The solution that seems to have worked is to uncheck the Backorder column. I don't actually even recall why I was trying to include this on a sales order, but it seems that is the conflict. Including the backorder column seems to override, or perhaps conflict logically, with other settings and throw everything off. Uncheck it and we're back to normal. I hope this helps others having the same problem.
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