I've got your back, and I'll ensure you get past the error message when customising your sales forms in QuickBooks Online (QBO), Chantelle.
We can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:
- Ctrl+ Shift + N for Google Chrome
- Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
- Command + Shift + N for Safari
Once done, try to personalise and add specific info to your sales forms again.
If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.
Additionally, I've got you some of our resources below that can help you learn more about customising sales forms in QuickBooks. It teaches you to add any details to your template as well as how to design it:
You can always comment below if you have other concerns or follow-up inquiries about managing customer forms in QBO. I'm just around to help. Take care always.
