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June 6, 2022
Question

Custom form style

  • June 6, 2022
  • 1 reply
  • 18 views

I am trying to edit and change my invoices, when I go into my gear icon, the option "Custom Form Style" is not there.  Is this option only available with certain packages of quickbooks?  

 

1 reply

Level 5
June 6, 2022

Welcome to the Community, Kharpel.

 

I'm here to share some steps to fix the Custom Form Style issues in QuickBooks Online (QBO).

 

Yes, this is available to all QBO versions.

 

There are times that an issue like this occurs when the system encounters a browser-related concern. We can fix this by performing some troubleshooting steps.

 

We can start creating a custom form on a private window. It is where we can identify if what we experience is a browser-related issue. You can use these keyboard shortcuts to open one:

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Microsoft Edge).
  • Control + Option + P (Safari).

 

If it works, we can go back to a regular browser and clear its cache. Once the cache is piled-up, it can be the reason for some unexpected concerns on the opened pages.

 

We also have the option to use a different browser like Mozilla Firefox, Microsoft Edge, Google Chrome, or Safari.

 

On the other hand, we can use the customized invoice form by either making it the default form or using it only on the invoice transaction.

 

Here's how you can do it. If you want to use it as the default one:

 

  1. From the Gear icon, select Custom form styles.
  2. Find the template and click the Edit drop-down.
  3. Select Make default.



For your references, you can take a look at the following write-up to help guide you with utilizing your invoice template in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to get back to me if you have any additional invoice concerns or anything with QuickBooks. I'll be more than willing to lend you a hand. Have a good one.

KharpelAuthor
June 6, 2022

My problem is when I click on my gear icon, the option "Custom form style" does not exist.