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I just upgraded to Essentials in order to access Custom Form Styles but that option under settings is not showing up. Ive tried the incognito window and clearing cache

 
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I just upgraded to Essentials in order to access Custom Form Styles but that option under settings is not showing up. Ive tried the incognito window and clearing cache

I appreciate the troubleshooting steps you've tried, info-310-electri.

 

We haven't had any reports of similar issues regarding not able to access the Custom form styles feature in QBO. The steps should let you access it from your account. Let's try accessing your account using other supported browsers.

 

If it still doesn't work, I'd recommend reaching out to our Customer Care Support Team. They can further assist you with this as they have the necessary tools to take a look into your account and check on the root cause of the issue.

 

Here's how to contact them:

 

  1. Click the Help icon at the top to open the QB Assistant window.
  2. Tap the Talk to a human menu and enter the issue.
  3. Next, click the I still need a human button and select the Contact us link.
  4. For real-time assistance, choose the Start messaging or Get a Callback to speak with an agent.

I've added a link that provides the detailed steps on customizing sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Please keep me updated on how the call goes. I want to ensure you're able to utilize the Custom form style feature in QBO.

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