How do you remove a data field from a template?

bbatesda · ‎May 08, 2020

I created a custom field on the Additional Info tab for a vendor then added it to a template. It did not accomplish what I was trying to do and now I can't get rid of it. When I try to uncheck it from the Set up Custom field for Names, I get a message: "You cannot turn off a custom field which is used in custom purchase orders. Edit the template to remove the field from the purchase order." In the template, I added the custom field as a a data filed field to the header. It is unchecked for both screen and print. How do I remove it from the template so I can delete it from the vendor record?

BettyJaneB · ‎May 10, 2020

I appreciate the details that you give, @bbatesda.

Allow me to provide some instructions on how you can get rid of the custom template that's showing up on the list.

You can completely delete the template so you can get rid of the customization that you made. This way, you'll be able to create a new customized template that contains right details if necessary.

To do that:

Tick on List at the top menu bar.
Press on Templates.
Choose the template that contains the customization and right-click on it.
Select on Delete Template.

To guide you on how to utilize and customize the sales forms in QuickBooks Desktop, please check out this link: Create a custom template.

If you're unable to delete the template, i recommend rebuilding and verifying your data. This fixes data-related issues on your company file which can be the reason behind this hurdle. To do that, please follow the steps found in this link: Verify and Rebuild Data in QuickBooks Desktop.

Lastly, you can always scan through the links given by my peer ShiellaGraceA above, to help you in fixing customization errors and on how to create custom email templates, in case you need them for your future transactions.

I'll be around to help if you have any other questions. Just let me know how it goes by clicking the Reply button below. Take care!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post

Angelyn_T · ‎May 12, 2020

Thank you for getting back to us here on the Community page, @bbatesda.

I've got the steps on how to remove the custom field added to your template. I'm happy to share them with you.

First, let's make sure that the custom field added isn't used on your template, this can be done by removing the field from the selected template.

Here's how:

Select Templates from the Lists menu.
Look for the template from the result, then double-click to open.
From the Basic Customization window, tap on Additional Customization.
Go to the Header column.
Look for the field added, then remove the check-mark beside the Screen and Print column.
Hit OK to record the changes.

Once completed, go to the vendor information and deselect the field from your vendor to fully remove it on your vendor profile.

Click on Vendor Center from the Vendor menu.
Tap on the vendor, then go to the Additional Info tab.
Hit Define Fields.
Remove the check-mark for the field added under Vendor.
When routed to the Information window, click bto confirm the action.
Select OK again to record the changes.

After following these steps, the field will now be removed from your vendor record as well as on the template used.

For additional reference about using custom fields in QuickBooks Desktop, check out this article.

Let me know if you have any other questions. I'm more than happy to help. Have a good day!

View solution in original post

ShiellaGraceA · ‎May 08, 2020

Hello @bbatesda,

You can edit your invoice template by following these steps.

Go to Lists, then Templates.
Double-click the purchase order template, then click Additional Customization.
Unchecked both Print and Screen in the Other 1 or Other 2 field.
Hit OK and then OK to close out the Basic Customization window.

The details about templates are in this awesome article: Create custom email templates in QuickBooks Desktop. I've also added this handy article about fixing common issues when you use and customize templates for your reference.

Don't hesitate to visit us soon if you have other questions or concerns. We're always here to help you. Thanks for dropping by and have a safe weekend.

bbatesda · ‎May 10, 2020

Thank you but as I said, it is unchecked. It is available on the list. I think if I can get it off the list, I should be able to delete it. I just don't know how to do that.

BettyJaneB · ‎May 10, 2020

I appreciate the details that you give, @bbatesda.

Allow me to provide some instructions on how you can get rid of the custom template that's showing up on the list.

You can completely delete the template so you can get rid of the customization that you made. This way, you'll be able to create a new customized template that contains right details if necessary.

To do that:

Tick on List at the top menu bar.
Press on Templates.
Choose the template that contains the customization and right-click on it.
Select on Delete Template.

To guide you on how to utilize and customize the sales forms in QuickBooks Desktop, please check out this link: Create a custom template.

If you're unable to delete the template, i recommend rebuilding and verifying your data. This fixes data-related issues on your company file which can be the reason behind this hurdle. To do that, please follow the steps found in this link: Verify and Rebuild Data in QuickBooks Desktop.

Lastly, you can always scan through the links given by my peer ShiellaGraceA above, to help you in fixing customization errors and on how to create custom email templates, in case you need them for your future transactions.

I'll be around to help if you have any other questions. Just let me know how it goes by clicking the Reply button below. Take care!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

bbatesda · ‎May 11, 2020

Thank you for your reply but I tried that, too. It is a template that I have been using for quite some time. QB will not allow me to delete it since it has been used in transactions. I can only deactivate it. I guess that's my only option...

bbatesda · ‎May 11, 2020

And I suspect that deactivating the template will still leave the custom field as one that has been used.

LieraMarie_A · ‎May 11, 2020

Let me clear up the confusion for you, @bbatesda.

You won't be able to delete a template that you've used in other transactions. You may consider using other templates for that specific purchase order. You can also create a new template from the Manage Templates window.

Go to Vendors and select Vendor Center.
Select the vendor.
Open the purchase order.
Click Manage Templates.
Click Copy to create a new template.
Click OK.
Then, you may customize the new template.
Click OK.

Once done, you can email your purchase order to your vendor.

Please let me know if you need further assistance. I'm always available for help. Have an awesome day.

bbatesda · ‎May 12, 2020

Thank you, but I am not confused. I just want to delete a custom field that I created and used in a vendor record and included on a previously used template. I have no interest in deleting the template. I just want to get rid of the custom field in the vendor record which, since I included it in a template (screen and print are unchecked), apparently cannot be done. Unfortunately, it looks like I am stuck with it.

Angelyn_T · ‎May 12, 2020

Thank you for getting back to us here on the Community page, @bbatesda.

I've got the steps on how to remove the custom field added to your template. I'm happy to share them with you.

First, let's make sure that the custom field added isn't used on your template, this can be done by removing the field from the selected template.

Here's how:

Select Templates from the Lists menu.
Look for the template from the result, then double-click to open.
From the Basic Customization window, tap on Additional Customization.
Go to the Header column.
Look for the field added, then remove the check-mark beside the Screen and Print column.
Hit OK to record the changes.

Once completed, go to the vendor information and deselect the field from your vendor to fully remove it on your vendor profile.

Click on Vendor Center from the Vendor menu.
Tap on the vendor, then go to the Additional Info tab.
Hit Define Fields.
Remove the check-mark for the field added under Vendor.
When routed to the Information window, click bto confirm the action.
Select OK again to record the changes.

After following these steps, the field will now be removed from your vendor record as well as on the template used.

For additional reference about using custom fields in QuickBooks Desktop, check out this article.

Let me know if you have any other questions. I'm more than happy to help. Have a good day!

bbatesda · ‎May 15, 2020

Thanks everyone. I finally got rid of the field. One post I missed earlier mentioned verifying and rebuilding the company file. I did this then followed Angelyn_T's instructions (I had done this before with no luck) and it worked! Thanks to all.

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How do you remove a data field from a template?