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Rosstewart
Level 1

Has anyone had an issue with Custom Forms not saving footers?

I have entered my fine detail footer text and ensured it was less than 400 characters.  However, it is not saving if I hit Done or if I select Save & Exit.  Has anyone else experienced that?  
2 Comments 2
Daniela_A
QuickBooks Team

Has anyone had an issue with Custom Forms not saving footers?

That's not quite right, @Rosstewart. Let me help you narrow down this matter.

 

Before anything else, may I ask if you've ever received any error message while trying to save the custom forms? Anny additional details allows me to find the most efficient resolution.

 

For now, we can try performing some basic troubleshooting steps. An outdated or corrupted site data in the browser causes runtime and unexpected behaviors in the program. Thus, logging in to your account using a private or incognito window helps us have a better experience when using QuickBooks, such as importing bank transactions.

 

Please refer to the shortcut keys I've listed below:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

 

Once you're in, let's try making another form again. If it runs smoothly, we can clear the cache and cookies on your regular browser to start over fresh. Switching to other supported web browsers can be a good alternative, too.

 

Additionally, when you import another custom form style soon, you can read through these guides for more details:

 

 

Please know that I'll be always here to help you if you have any other QuickBooks concerns, just add a post/comment below. Have a good one!

Rosstewart
Level 1

Has anyone had an issue with Custom Forms not saving footers?

Thanks for the tips Daniela. It turns out that it wasnt's updating right away. I'm new to QBO and didn't realize it needs about 5 minutes.  Once I hit "refresh", the 10 forms that I had saved (from trying to get it to work) all showed up.  So I've deleted 9 and I have my custom form. LOL.  

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