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solidgreenlandsc
Level 1

How do I delete a Custom Form Style? I tried using the dropdown menu next to Edit and clicking Delete, but nothing happens.

 
3 Comments 3
JamesDuanT
Moderator

How do I delete a Custom Form Style? I tried using the dropdown menu next to Edit and clicking Delete, but nothing happens.

Hello solidgreenlandsc,

 

What you did is correct. After clicking Delete, you should see a prompt message to confirm the action.

 

There are two possibilities that I can think of why nothing happens when deleting the template. It could be your pop-up blocker is turned on or this is a cache-related issue.

 

First, let's ensure that we turn off the pop-up blockers on your browser: Why doesn't anything happen when I select a button or link?.

 

If you're still unable to delete the template, we can do browser troubleshooting steps to get this working. Though cache helps browser's background processes, it can also cause issues when piled up. Here's how to get rid any cache-related concerns:

  1. Open a private browser and log in to your QBO account. It uses but doesn't store cache.
  2. If you can delete the template successfully, we can go back to your regular browser and clear the cache.
  3. Other supported browsers can be good alternatives, too. Each browser stores different cache.

Let me know how this goes so we can further assist you. Have a great day!

solidgreenlandsc
Level 1

How do I delete a Custom Form Style? I tried using the dropdown menu next to Edit and clicking Delete, but nothing happens.

I tried everything you mentioned and it let me delete the 2nd one, but not the first one.  The word "Delete" highlights in gray, but when I click it nothing happens.

 

 

Joesem M
Moderator

How do I delete a Custom Form Style? I tried using the dropdown menu next to Edit and clicking Delete, but nothing happens.

Thanks for getting back to us, @solidgreenlandsc.

 

I appreciate you for following the steps provided by my colleague. Let me help share additional information about your concern in QuickBooks.

 

If you're trying to delete a Standard template, we're unable to delete it. Since it's a built-in template that QuickBooks creates, they aren't in your file and it's stored in the QuickBooks application.

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I'm adding this article in case you want to add, customize, or remove logos on sales forms.

 

You can also check this article that can guide you in importing your invoice style to your QBO account: Import custom form styles for invoices or estimates.

 

Fill me in if you have any other questions about customizing form templates. I'll be always around to help.

 

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