That got me close. I was able to copy an existing template and create my new form. Unfortunately Quickbooks isn't smart enough to use the custom data fields. The info inserted into the custom fields doesn't show. Bummer.

Thanks for getting back to us, sparsell.

When adding custom fields into the invoice template, you'll still need to enable them from the Additional Customization screen to be visible. However, the information that you need to enter in these fields is manual and no drop-down options.

Here's how:

1. Click the Lists tab at the top menu bar, and select Templates.
2. Double-click the template.
3. Choose Additional Customization.
4. Go to the Header or Columns tab.
5. Search for the custom fields.
6. Put a check mark on the box below the Screen column.
7. Click OK.

I'm adding some sample screenshot below for your visual guide:

In case you encounter issues customizing a template, I recommend visiting the article below:

Troubleshoot common issues when using and customizing templates.

Please don't hesitate to reach out to me if you have additional questions or concerns about the templates. I'll be around to help.

Yes, they were checked. 

Both are checked. Both worked with Word Template. All fields show up except custom.

Hi there, sparsell.

Thanks for sharing the screenshot. This helps us better isolate your concern with custom data fields.

Since the necessary fields from the Additional Customization screen were already enabled, the next thing to do is to add the template in the upper-part of the invoice. This is for the custom fields to show. I've attached a screenshot so you can have a better view:

For questions about QuickBooks Desktop, feel free to visit our site and check our help articles: QuickBooks Desktop Help Articles.

I'm always here to help you all the way with QuickBooks concerns. Have a wonderful day ahead!

That was done. The fields are empty when you try to screen print or send to printer. We even added them to an existing invoice template to make sure. There is no data showing. Yes, we verified that the fields were populated with information before trying anything.

I have to laugh.... not to be insulting but it's like asking if the power to the computer is turned on.

I'll include a second screen shot.

Quickbooks message doesn't support multiple attachments. Hopefully it's not the same picture twice.

Thanks for keeping me update about this, @sparsell.

At this time, being able to add a customized warranty letter in QuickBooks Desktop is only compatible with Microsoft Office. For now, I recommend creating your template outside QuickBooks to get your work done.

You also have the option to check out for a third-party provider that integrates with our software and produce the option that you need. 

I can see how this feature would be beneficial to you and your business. That's why QuickBooks is constantly finding ways to improve the product and provide the best customer experience. Having that said, I encourage you to visit the new feature section on your QuickBooks, to be updated with our innovations.

Here's how:

1. Click on Help at the top menu bar.
2. Select on New Features.
3. Choose New Feature Tour.

If there's anything else that I can help you with, please let me know by leaving a reply down below. Wishing you well!

Well I just spent 4-5 hours with a tech and I'm now sitting here with no QB desktop pro since the tech had me uninstall it. The problem was an import excel item list. The 1st time worked and from there on the macro excel sheet generated by QB froze and locked up. All programs are updated, win10, ms 365, QB, etc. Only the macro excel QB generated froze and had to alt cntl del.
Was on phone with tech and we set up a test company which showed it was a QB problem. Uninstall QB 2019 desktop pro and told me to upload QB 2020. Well that didn't work out. Then some higher-up told tech the application I was using to upload list was non-functioning and can't be used. Really? Why are your instructions still up on your site and still a part of the QB package? Then he told me to reinstall 2019 at which point this made me feel more uncomfortable. I ended the call after getting case number and no QB. What the H*%%. I feel totally screwed over and of course still without QB Desktop. IS THIS HOW QB SUPPORT WORKS? Case #[removed]
I ended the call because my confidence in the support aspect was now "0"

_____________________________________________________________________________________

RESPONSE FROM QB

Here are the possible reasons why QuickBooks is freezing when you start the importing process: 

Damaged or missing QBWUSER.INI file. The hard drive is corrupted.  Your company name is too long. Damaged program files or QuickBooks Desktop installation. Windows operating system is damaged. 

First, let's reinstall your 2019 version before performing the solutions below. After that, let's download and install the QuickBooks Tool Hub file. Then, save it to your Downloads folder and run the Quick Fix my Program from the Tool Hub. This ends all processes running in the background and does a mini repair on the software. Let me guide you how. 

In the QuickBooks Tool Hub, select Program Problems. Choose Quick Fix my Program. Start QuickBooks Desktop and open your data file.

If the first step doesn't work, let's run the QuickBooks Install Diagnostic Tool. This automatically diagnose and fix issues with Microsoft components the software uses. Here's how: 

Open the QuickBooks Tool Hub again.  Choose Installation Issues.  Select QuickBooks Install Diagnostic Tool. It can take up to 20 minutes to run the tool.  Restart your computer. 

However, if the same issue persists, please perform the third to fifth solutions through this article: What To Do If The Program Freezes or Stopped Working. 

Well I've done all the requested advice from QB and I still can't upload 1 inventory item much less that the 300 I want to put in. My excel 365 is not the problem. I go to File, Utilities, import, excel files, products I sell. A QBDT excel macro opens up and I enter 4 small pieces of information that don't even require calculations. Step 3 is to upload, save file and then FREEZE.

THE PROGRAM FREEZES/LOCK UP. I noticed the macro program says compatibility mode and not responding. 

I have spent umpteen hours on what should be easy and simple. I have uninstalled, reinstalled, set up test company (was a QBDT problem per tech support), verified all programs MS up to date, and now finished the QB Tool Hub recommendations. Which by the way QBDT is not freezing, it's your extension or macro application. I was even told on the phone by the 1st tech that he was told the feature was a non-working application (Really?).

Tool Hub errors detected: EXEAdapter Error, Failed:  vc_redist.x64

There is no error code or number

Picture of error attached.

I have QuickBooks Desktop Pro 2019 and I'm about to install Office 365. I run reports from QB using Excel and need to continue to have that capability. Prior comments on this post indicate that I need to install the desk version and not the web version.  Is this still the case? Do I need the 32 bit versus the 64 bit? Just wanting to confirm in hopes of having a smooth transition and not lose any functionality.  Thank you!

I'm so glad to have you here and help you clarify things out,  Grace Lake.

Office 365 is supported as long as it is locally installed on your computer. That said, you still need to have it, you can either choose between 32 or 64 bit, or both. 

Once everything is good, I have articles here articles where you can find the detailed steps about installing the desktop version. Also, you'll want to see this video for visualization. Then, here's how to reinstall it.
 

Please get back here if you have other clarifications with QuickBooks. I'm right here anytime you need more help! Have a great day! Take care!

I too am frustrated with QB support.

1) Many times hard to communicate with people who dont speak english well.

2) take forever to get to the point telling me the same thing constantly " yes we are going to work to get you support for the problem you are calling here today so we can ....." bla bla bla 

3) trying to get Phone support is a joke finding the number you have to be a super sluth

4) going to help menu in QBDT only runs you in circles

5) online Q&A never answer the questions. Its like my problem is first of it kind.

6) custom data fields dont do anything really just list stuff. I need them to perform calcs

7) Im trying to export info from an invoice to MS Word to infill a Construction Contract. I started this journey many years ago and gave up now when I look for info on how to do it it just wants to make invoives that look like stock QB. 

I wish I could speak with a true english speaking person who actually knows QB. Do they exist or is just a fantasy ?

Let's get your emailing issue sorted out for you, MauiGuru. Rest assured that I'm here to direct you to the right support in resolving this. 

Based on the error message, it looks like the Microsoft Exchange information service in your profile is missing some details. With this, I'd suggest contacting the Microsoft Support Team. They can help fix the error that blocks the program from sending your emails. Also, they can assist you with changing your profile to ensure that you're using the accurate Microsoft Exchange information service. 

Once resolved, you can now send your sales forms to your customers through the software. 

As always, I'd suggest visiting this website: Email Sales Forms. This link provides you steps on how to send forms by batch, edit, and remove an email in QuickBooks.

I'll be right here to help if you need anything else. Have a great day, MauiGuru.

Have you found any initial workarounds for this?

Hi, @Shawn-VES. 

It's my priority to help you sort this out. 

The work around is already given by my colleagues. Though, you need to make sure that you have the supported version either 32 bit version or 64 bit version. 

You may want to try uninstall and reinstall it.  

I've added some helpful articles to help you sort it out: 

• 5Free Alternatives to Microsoft Office 

• Fix export to Excel issues in QuickBooks Desktop 

• System requirements for QuickBooks 2019 and Enterprise Solutions 19.0 

• Repair an Office application  

I'm just a post away if you have any other questions in QuickBooks Desktop. I'll be happy to help you out. Wishing you well.

One user that is effected has Windows 10 Pro 1909 64 bit, QuickBooks Enterprise 19.0 R11P (R11_36), Office 365 (16.0.12527.20170) 32 bit

Another user that is effected has Windows 10 Pro 1903 64 bit, QBE 19.0 R11P (R11_36), Office 365 (16.0.12527.20170) 64 bit

Getting the following error:

Outlook cannot log on. Verify you are connected to the network and are using the proper server and mailbox name. The Microsoft Exchange information service in your profile is missing required information. Modify your profile to ensure that you are using the correct Microsoft Exchange information service.

 

---

A user that is not effected has Windows 10 Pro 1809 64 bit, QBE 10.0 R11P (R11_36), Office 365 (16.0.12430.20198) 64 bit

Hello there, @Shawn-VES.

Since all suggested troubleshooting steps are already mentioned, I recommend contacting our Phone Care Support team.

They have tools that can pull up an account in a secure environment and can investigate it further. Simply press F1 to route you to Contact us section then choose to Get a callback.

To make sure you receive the assistance you need, I added this article about our support availability: Support hours and types.

Also, you can visit this article for your future reference about customizing email templates: Create custom email templates in QuickBooks Desktop.

I’ll be right here if you need anything about QuickBooks.

I solved the same issue on my Quickbook 2018 with Office 365 home. Strongly recommond the following solution:

Delete completely your current 64 bit Office 365, and reinstall a 32 bit version Office 365.

QuickBooks is a 32bit application, and requires the 32bit version of Office 365 to be compatible. If you have the 64bit version of Office installed, I recommend uninstalling Office 365 and reinstalling it as 32bit.

Yes, this is what did the trick. Would be better if Quickbooks give a clear error message if the wrong version of Excel has been installed.

11/14/2020 - Up until two weeks ago, exporting QB reports to Excel was great. I selected to create a new worksheet and in the next dialogue box I had four options the most common of which was the first one, i.e. Create new worksheet in .xlsx. But now after first selecting "create new worksheet," the following dialogue box grays out the first 3 options (one of which is the one I normally use), and the only option I have is to create a new CSV file. The problem is that in CSV I lose the look of the QB report (formatting), so I get all the numbers but have to spend a couple of hours getting it to look the way it used to when I was able to create a new sheet in .xlsx.

Thanks for joining this conversation, @Finley.

To check if there's any possible data damage causing this odd behavior, let's run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities.

Here's how:

1. Go to File, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK once completed.
4. Now, go back to File, then Utilities, and select Verify Data this time.

If QB detected no problem with your data, hit OK and double-check if the date is already correct. However, if it finds an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below. Here's how:

1. Locate and check the QBWin.log or QuickBooks.log files.
2. Scroll to the bottom for the most recent Verify information.
3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

For additional information about fix data damages, consider checking out this article: Resolve data damage on your company file.

To learn more about exporting reports to Excel, please refer to this article: Import or export MS Excel files.

Please know that I'm only a post away if you have any other issues or concerns. I'll be more than willing to assist. Have a good one!