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S
sundownresort
June 25, 2022
Question

Customize data layout for Statement footer

  • June 25, 2022
  • 7 replies
  • 22 views

I am unable to customize data layout on statement footers.  I open statements, select template, customize and nothing.  If I select another statement, I receive New Default Template Detected box  QB detected a new default template for this stmt charge.  Do you want to use the new template, Annual_Assessment on this transaction?  if you choose No, the new default template will be used next time you create a new transaction.  I was on line for several hrs last night with T2 and was told I had to upgrade, which I did.  Still unable to customize.  Now I'm waiting for T3.  Anyone else have this on Desktop QB Pro 2020 or 2022?

 

7 replies

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
June 25, 2022

Thank you for dropping by the Community, TLoy.

 

I can see how this issue has taken hold of some of the tasks you'll have to complete. Let me help by providing some information about the issue and then guide you on how to handle it. 

 

I’ve checked with my resources and haven’t found any reports similar to the error you encounter. Based on the details provided, the issue is being worked on by our Technical Team (2 and 3), and they’re all hands on deck working towards finding a permanent solution.

 

Since they’re only available from Monday to Friday 6:00 AM to 6:00 PM Standard Pacific Time, someone will contact you next week at the earliest time for the update. Here's an article that shows the detailed support hours and types for each QuickBooks version: QuickBooks Desktop. 


I don’t want to leave you empty-handed here so I’m adding a link that will let you manage your statements smoothly: Create a billing statement. It includes instructions on how to fix when the Email button doesn’t work.

 

If you need further assistance personalizing your sales forms or run into any hurdles creating one, feel free to browse the articles below for detailed instructions as well as the troubleshooting steps.

 


Keep me posted below on how it goes after our Technical Support Team reached out to you. I’ll get back to help you the best that I can, TLoy.

S
sundownresortAuthor
June 27, 2022

Thank you for the response.  Actually, I was able to determine how to correct via Lists, Templates, and selected the template.  I've never made changes to the statement footers this way, but it worked.  So my question now is should I be able to make corrections via Customers, Create Statements, select template, customize, customize data layout?  This is how I have previously made changes.

    M
    MadelynCModerator
    Moderator
    June 28, 2022

    I appreciate the effort that you’ve spent in correcting the templates, @sundownresort.


    You have the option to make corrections via Customers. You can modify and add specific information to your forms through the Customize feature.

     

    In case you encounter issues, you can utilize the QuickBooks Verify and Rebuild Data tools. It identifies data problems within your company file while resolving them right away. If the issue continues, you may consider contacting our support again.


    I’ve attached an article that provides instructions about personalizing email templates and using them to send messages from QuickBooks: Create custom email templates in QuickBooks Desktop.


    We'll be around if you need more help with managing your statements. Simply select the Reply button below to add your questions or concerns. We’ll get back to you as soon as we can. Keep safe!

    BigRedConsulting
    BigRedConsulting
    Level 15
    June 30, 2022

    Because this features cleverly uses browser windows instead of standard application windows (which would work without issue), it's probably another issue related to the embedded browser Intuit recently wrote and included in QuickBooks updates - to replace Internet Explorer at the last possible moment, even though MS announced its end of support date over a year ago.

     

    G
    Glendo
    July 8, 2022

    Still unable to change the statement RE: line for customers as they do not have the same issue. The customize data button is no longer active. Going through List/templates etc did not work. What do I do? 

    BigRedConsulting
    BigRedConsulting
    Level 15
    July 8, 2022

    @Glendo 

    RE: Still unable to change the statement RE: line for customers as they do not have the same issue.

    What's the "statement RE: line"? Is this related to the OP's question about the footer? Seems different.

     

    RE: Going through List/templates etc did not work.

    Why not? Did you get an error message? Something different?

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