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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?
Solved! Go to Solution.
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:
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"
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:
Once completed, go to the vendor information and deselect the field from your vendor to fully remove it on your vendor profile.
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!
Hello @bbatesda,
You can edit your invoice template by following these steps.
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.
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.
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:
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"
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...
And I suspect that deactivating the template will still leave the custom field as one that has been used.
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.
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.
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.
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:
Once completed, go to the vendor information and deselect the field from your vendor to fully remove it on your vendor profile.
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!
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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