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Level 1

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

 
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QuickBooks Team

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

Let's go to the settings to check all the available templates, @Jeff N.

 

You can go to the Gear icon and choose Custom Form Styles. On that page, you can view all the invoice templates that you have. It's also possible that the template that you're referring to was deleted. You can check your audit log to check who has recently logged into the account. 

 

See this article for more information: Import custom form styles for invoices or estimates

 

In case the template was deleted, all the transactions associated with that style, the default style will automatically be applied. You can go to the Reports menu and search for the Audit Log report. Here’s more information about audit log: Use the audit log in QuickBooks Online

 

I'm always here if you need more help with your invoices. 

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Level 1

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

Hi MaryJoyD, thanks for responding. All my custom form styles are deleted and nothing in the log explains this. I have pdf prints of my previously used custom invoices over the last year but now everything is reverting to Standard Master when I go back and preview the same invoices with QBO. Any chance I can get them back or do I need to rebuild them again?

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QuickBooks Team

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

Hi there, @Jeff N.

 

At this time, we're unable to get the deleted custom form styles. You'll want to create a new template and customize the appearance and layout of your forms. I'll guide you how: 

  1. Click the Gear Icon.
  2. Choose the Customs Form Style.
  3. Go to the New Style button.
  4. Select Invoice.
  5. Customize the info on your forms.
  6. Enter the name of the Invoice Template.
  7. Click Done

To set your custom templates as the default, here's how:

  1. Choose your template.
  2. Click ▼ in the Action column.
  3. Select Make Default.

You can click this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Also, you have the option to use your own form styles by exporting custom invoice form styles to QuickBooks. For the detailed instructions, you may check this article: Import custom form styles for invoices or estimates.

 

If you have any other concerns, please let me know. I'll be right here to help. All the best.

 

Highlighted
Level 1

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

Hello Joesem M, my question was about the bug that deleted my custom templates 2 days ago with the forced prompting to add payment information text. I know how to make custom templates, but the point of a template is that they can be used over and over and don't spontaneously disappear.

Highlighted
QuickBooks Team

What happened to my custom invoice templates today? I had a force prompting to add payment information before creating a new invoice and lost all my custom templates?

I've checked our files, Jeff N. I haven't seen an open case similar to yours.

 

Good work for checking the Audit Log report. This helps us know if a user deleted these templates. Since no one deleted them, I'd suggest reaching out to our customer care support. This way, an agent can take a better look at this. Here's how:

  1. Click Help inside QuickBooks Online.
  2. Select Contact Us.
  3. Enter "Templates deleted" in the description field, then click Let's talk.
  4. Select either Start messaging or Get a callback

You can always check the articles provided by my colleagues on how to personalize your sales forms. 

 

We're just around to help you if you have other concerns. Don't hesitate to reach out to us. 

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