Custom Fields in Layout Designer

Thank you for dropping by the Community today, dpnelson.

I appreciate all your efforts in trying to add the custom fields to your statements. To get the data to appear in the transaction fully, update your QuickBooks Desktop (QBDT) to the most recent release. This troubleshooting will apply critical fixes and resolve common errors or issues you may be experiencing while working in the program.

You can carry out the procedure manually or within QuickBooks. Let me help show you how to do the latter option.

Here’s how:

1. In your company file, head to the QuickBooks menu and click the drop-down to select Check for QuickBooks Updates.
2. If a newer version is available, choose Install Update.
3. When prompted, select Install and Relaunch.
4. QuickBooks for Mac will launch automatically once the installation is complete.

Here’s an article that provides in-depth instructions on how to manually update the desktop program as well as the QuickBooks server. Update QuickBooks for Mac to the latest release.

The solution I provided will help you move forward, dpnelson.

I've included some articles that cover everything you need to know about managing statements and customizing your sales form templates with the Layout Designer:

• Customize form templates in QuickBooks Desktop for MAC
• Create a billing statement

If you have any other customer-related concerns or questions about QuickBooks, please leave a comment below. I'm always willing to help in any way I can. Have a wonderful rest of your day.

Thanks. I am already up to date. The other links don't fix my problem either. Any other ideas?

I am using QB 2020 for Mac.

V19.1.12 R13.1

Build 1052

Thank you for performing the steps provided by my colleague to resolve the error you're having with the layout designer, @dpnelson.

Since you're still having an error after trying those steps, I suggest reaching out to our Customer Support team. They can check your account in a secure environment, further check the error you're having and resolve it.

Follow the steps below on how to reach them:

1. From your QuickBooks Desktop account, click the Help menu at the top.
2. Select QuickBooks Desktop Help.
3. Provide some information about this concern in the search box.
4. Click the Contact Us link at the bottom of the window.
5. You'll now be provided with a few support options.

You can check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Desktop support.

For more information on how to create and edit a form template, see the following link: Use and customize form templates. This guide will show you how to copy a form template and then alter it from one company file to the next.

If you have any concerns about modifying your template or anything else, I'm always present. Simply let me know in the Reply box below. Stay safe and enjoy the rest of your day!

There is no option to "Contact Us" in either the main "QB Desktop Mac 2020 Help" page or the "Search Results" page after entering a search. What now?

We can do a few things to contact our Support Team successfully, dpnelson

If you want to utilize the link shared above, I recommend accessing it in a private browser to fix this problem. When a browser stored a lot of caches, it could cause problems and latency issues. Here's how:

• Google Chrome: Press CTRL + Shift + N.
• Safari: Press Command + Shift + N.
• Mozilla Firefox: Press CTRL + Shift + P.

Once done, you can follow these steps:

1. Go to this link: QuickBooks Desktop for Mac Support Team.
2. In the Which product is your question about? field, select QuickBooks for Mac.
3. Type your concern
4. Click Continue. 
   
5. You should be routed to this page. Select Chat with us or Have us call you.
   
6. Follow the instructions to complete the process.
    

To see the Contact us option, we can run the Verify and rebuild data to fix common issues, like this one. For the complete steps, please check this article: Verify and rebuild data in QuickBooks Desktop for Mac.  

Also, make sure to contact them during supported hours. You can review the details in the links below:

• Support Hours.
• QuickBooks for Mac

For other concerns about the custom fields and anything related to QuickBooks, please let me know anytime. We're all here to help you.