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Hi there, coastlinecustomc.
We'll have to take note that we can only add up to 3 custom fields in your sales forms. If you're currently using 1 or 2 custom fields, we can perform some basic troubleshooting steps to fix the issue. It could be that the stored cache and cookies in the system are the reason why you're unable to add another custom field.
We can start by accessing your QuickBooks account in a private/incognito browsing window. Doing this process will help identify if it's a browser-related issue since this mode doesn't save your web searches and site data. Feel free to use these shortcut keys:
Once you're in, let's open your template then add another custom field. If it's working well, we'll have to go back to your regular browser then clear the cache to delete the stored junk files. Alternatively, we can use other supported browsers to further isolate the issue. Currently, these are our supported web browsers:
Aside from estimates, we can also personalize your invoice and sales receipts in QuickBooks Online so that customers will recognize your brand.
If there's anything else that I can help you with, please don't hesitate to insert a comment below. Stay safe and have a great rest of the weekend.
Thank you so much for your quick reply. I tried your suggestions, but unfortunately it’s still now working. I cleared the cookies and cache in Google Chrome (which is what I normally use), even after trying to open QuickBooks in Incognito Mode. I also tried using both Safari and Firefox.
Could you please let me know what else I might do to remedy the problem?
Welcome back to the Community, coastlinecustomc.
Thanks for following the resolution by my colleague and sharing the result with us. Let’s try one more to isolate this unusual behavior.
We’ll have to go to the Custom form styles page to delete the estimate. Then, create a new one using Classic Airy.
This is to identify if the issue is with the template. Here’s how to perform this task.
To make another customized estimate:
If you’re still unable to add another custom field, I suggest contacting our QBO Care Team for further assistance. They have tools to review and configure the template in a secure space.
Once they’ve identified where the issue is stemming from, our specialists will walk you through the steps to apply the permanent solution.
Here’s how to reach them:
Let me share this guide for future reference. It outlines the instructions on how to add brand on your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep me posted if you have any other concerns or questions. I’m here to help and make sure this is taken care of for you.
Thank you! I tried that as well, but unfortunately it didn't work either. I'll contact the help team per your suggestion. Thanks again!
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