My recent estimates and invoices that have been sent to customers are not formatted correctly and leave much of the specifics out. Any ideas of what may be going wrong?
I'm here to help you sort this out, finelinecontract.
To begin, we'll have to check theAudit Log to verify if there's someone or another user who edited the formats of the estimates and invoices. If there are changes made, we'll have to customize the template again. Then, resend the transactions to your customers.
Here's how to use the Audit Log:
Go to the Gear icon and then select Audit Log.
Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
However, if there are no changes, we'll have to perform basic troubleshooting steps. This could be a browser-related issue. The stored cache can affect the performance of QuickBooks Online that can cause unexpected behavior.
To start, I suggest logging in to your QuickBooks Online account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser.
Here are the keyboard shortcuts:
Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
Once signed in, check the transactions. If the format is correct, let's clear the cache of your browser. This helps remove its stored cache so QuickBooks will perform efficiently.
If private browsing doesn't work, I recommend using different browsers. They'll provide you the best and most secure experience with QuickBooks. For more information, see this article: System Requirements for QuickBooks Online.
Additionally, if you're using an imported template, you'll have to ensure the mapping is correct before re-importing them.
I've also included an article that'll help you email or print multiple sales forms in QuickBooks. Doing so helps you save more time by doing it by batch instead of one at a time: Email or Print or Multiple Transactions.
Let us know if you need additional assistance in managing your customer transactions. Doing so helps us to provide an accurate solution for you.