Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
colbytwhipple-gm
Level 1

Why is pdf preview unavailable with this template

Keeps saying I’m using an old template since app update
3 Comments 3
MsNorthPND18
QuickBooks Team

Why is pdf preview unavailable with this template

Welcome to the Community, Colby.

 

I want to ensure I provide a timely solution to your invoice template. As of the moment when viewing invoices using PDF view in QuickBooks Online (QBO) is not available if you're on standard templates. You can only use PDF view using the Modern design of your invoice.  

Screenshot 2024-03-02 001104.png

 

In addition, you can also see this article that details the process: Connect your QuickBooks Payments account to QuickBooks Online.

 

You're always welcome to add comments if you need additional assistance with your invoices. I’d be more than happy to help you. Keep safe!

 

colbytwhipple-gm
Level 1

Why is pdf preview unavailable with this template

Thank you for the response.  This is happening on my iPad and I can’t seem to find the menus to change that on here. Am I missing something? This is on quick books simple start

 

thank you. 

JoesemM
Moderator

Why is pdf preview unavailable with this template

You don't miss anything, Colby. I have the information on how you can make the changes with your templates.

 

The option to make changes to your template in QuickBooks account using your iPad, is not available at this time. However, you can still log in to your account through a web browser to make any necessary modifications. 

 

Additionally, if you select a template from the Other Templates (View Only) option, you will receive an error message stating that the PDF view is unavailable with this template. To use the PDF view option, you will need to select the Modern option to enable this feature. See screenshots below:


 

I wanted to share some helpful links with you to personalize your sales forms and keep up-to-date with recent updates in your QuickBooks sales transactions:

 

 

Should you have any further questions about templates, please feel free to leave a comment below. I'm always here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up