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user97606
Level 1

If I edit one form all forms are changed at the same time.

Using qb online.
5 Comments 5
ShiellaGraceA
QuickBooks Team

If I edit one form all forms are changed at the same time.

Welcome to Community, @user97606.

 

I have some information about editing transaction forms. In QuickBooks when you change a template, it'll also affect the rest of the existing templates. QuickBooks Online allows you to upload invoice templates made from scratch using Microsoft Word, this is known as the 'Import Styles' feature. You'll just need to enable the import style option in QuickBooks Labs.

 

Here's how:

  1. Go to the Gear icon at the top.
  2. Select QuickBooks Labs.
  3. Scroll down the screen and toggle the switch for Import Style to On.
  4. Click on the Done button.

After turning the feature on, you can now import your own form styles for invoices into QBO. Need more details? Check out this guide: Import custom form styles for invoices or estimates.

 

If you need help with other QBO tasks, click this link to go to our general topic with articles.

 

Feel welcome to message me anytime for questions or concerns about the program. I'm always here for you. Take care and have a wonderful rest of the week.

user97606
Level 1

If I edit one form all forms are changed at the same time.

ok I did that. I get this error when trying to upload my invoice.

" PDF.js v1.5.456 (build: 4d15928)
Message: stream must have data"

 

All the EZ Map fields work except <invoiceno>

__________

Also, I now understand I am limited to one single template at one time. 

Kristine Mae
Moderator

If I edit one form all forms are changed at the same time.

I'm here to help you fix the error, User97606.

 

Let's ensure to map the fields correctly by adding it with opening and closing angle brackets "<" and ">". 

 

However, if you're still encountering the same error even the fields are correct, you might be experiencing browser issues. We'll have to perform the basic troubleshooting. Let's start by opening the program using an incognito window. It's the best place to isolate browser hiccups. Here are the shortcut keys:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to import the template, you can go back to the main browser, then clear the cache to refresh it. It's advisable to delete them periodically to prevent and fix issues like this. 

 

Moreover, you can use a different browser to help us narrow the cause of this behavior.

 

You can keep us updated after trying the steps. We're right here to help you out. Take care!

user97606
Level 1

If I edit one form all forms are changed at the same time.

I am using the EZ Mapps chart and the only key that does not want to work is <invoiceno>.

The error comes while using the desktop app for quickbooks online.

In Chrome (cleared chache), incognito mode, and Firefox browser, I left off the <invoiceno> tag and got a perfect check, however nothing is displayed in the preview pane. I can save and it seems to save but opens a blank frame when I click preview.

AileneA
Moderator

If I edit one form all forms are changed at the same time.

Hi there, user97606. 

 

Thank you for following my colleague's troubleshooting steps to narrow down the error. However, I recommend reaching out to our customer support team. This way, one of our representatives will evaluate and escalate the error you've encounter. 

 

Here's how to contact our support team: 

 

  1. Sign in to your QuickBooks Online company. Then click Help (?).  
  2. Click Talk to a human.  
  3. Choose Talk to a human.  
  4. Enter your concern.  
  5. Tap Contact us.   
  6. Choose either: 
  • Post a question   
  • Message an agent   
  • Get a callback   

​​​​​​​To ensure you get prioritize on your concern. Please check out our support hours and contact us at a time convenient: ​​​​​​Support hours and types.   

 

I'm also adding here a link about mapping the imported invoice template in QuickBooks Online for reference: Importing Custom Invoice Templates into QuickBooks Online

 

I'm just a few clicks away if there's anything else you need. Just let me know by leaving a Reply below. Have a great day!

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