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TheCrystalCookieJar
Level 1

How to switch between customize templates

Hello, I have set up 3 different templates in my QB and I have read the instructions to choose 'customize' at the bottom to choose which template I would like to use, however when I try to choose a different one, nothing ever changes. What am I missing? I see the 3 I created, and they are all different, but I don't know how to switch between them.

 

Thank you in advance for any help.

Crystal 

7 Comments 7
ShiellaGraceA
QuickBooks Team

How to switch between customize templates

Thanks for visiting us here, @TheCrystalCookieJar.

 

I'll share the steps on how you can switch invoice templates. All you have to do is select the Customise button below the invoice.

 

Below are the easy steps:

 

  1. Go to +New.
  2. Select Invoice.
  3. Hover towards Customise, then mark the template you want to use. See the image below.
  4. Enter the invoice details.
  5. Tap Save and then Print or Preview to check. Select Close when you're done checking.
  6. Click Save and send or Save and close.

 

 

 

 

With the above steps, you're able to switch between templates whichever you desire. For details, check out this guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'm also attaching this link in case you need help managing customer-related tasks: Topics about your company's income and customers.

 

Don't hesitate to reply anytime if you still have questions or concerns with invoices. I'm always here to help. Take care and have a great day ahead.

TheCrystalCookieJar
Level 1

How to switch between customize templates

Thank you for your quick reply! However, this does not work. When I choose the different templates I have created, nothing changes. 

TheCrystalCookieJar
Level 1

How to switch between customize templates

When I choose the different templates, the content of the invoices (the body of the invoice text which is different for each of mine) does not change. I have to manually change it every single time I need to switch between invoices. 

TheCrystalCookieJar
Level 1

How to switch between customize templates

And Now I am realizing actually that all of my invoices are exactly the same. When I make a change to one, it changes them all. So in reality none of them are different. This doesn't make any sense. 

AileneA
QuickBooks Team

How to switch between customize templates

Hello, TheCrystalCookieJar. 

 

I can share with you some troubleshooting steps to get around the changes you've made in the templates. I recommend logging out and logging in to your QuickBooks Online (QBO) account. This will refresh the connection and for any changes to take effect. 

 

If this didn't work, I suggest accessing your account on a private or incognito window. This way, we can check if this issue is caused by browser cache.

 

The browser uses cache and cookies to help load web pages faster on your next visit. However, this can cause odd behavior that affects the views and performance of QBO. Using a private window is the best way in identifying the issue as this doesn't save any junk files.

 

To open an incognito window, you can follow these keyboard shortcuts:

 

  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Command + Shift + N (Safari browser) 

 

If you’re able to view the changes made, I’d suggest deleting your browser cache to refresh the system. If the issue persists, I recommend using other supported browsers. This way, we can identify if this is a browser-integrated issue.   

 

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:

 

 

Don't hesitate to leave a reply below if you need additional assistance. I'm always around here to help. Keep safe and take care always.

TheCrystalCookieJar
Level 1

How to switch between customize templates

Hi there, none of this is working. Nothing at all happens when I go down and click 'customize' and choose various templates listed there. It stays as my standard invoice. I even tried deleting my templates and making new ones. 

Rose-A
Moderator

How to switch between customize templates

Hello, TheCrystalCookieJar. Allow me to take over and get you pointed in the right direction.

 

Thanks for letting us know you tried out the steps that my peer provided above. Since it didn't work, I'd recommend reaching out to our QuickBooks Online Support so they can help you investigate this further.

 

Unlike in this public forum, they have the tools required to perform any escalations in the system whenever necessary on your behalf. Here's how to contact us:

 

1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a  brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Get a call.

 

I want to make sure everything is taken care of for you, so please let me know how the call goes or if you need additional assistance. I'll be here to help. Have a good one.