Hi there, @Pete650.
Thanks for sharing the steps that you've take to resolve issue.
Let's try opening your account on another supported browsers. This might be a temporary issue with your current browser and QuickBooks. That way, you can save your customization.
The following browsers are supported on both web and mobile devices:
- Google Chrome: version 78 or newer
- Mozilla Firefox: version 76 or newer. Note: To preview and print forms on Mac OS, you'll also need the Firefox PDF plugin.
- Microsoft Edge: version 75 or newer
- Safari: version 12 or newer (Mac only)
- Opera: version 68 or newer
- Samsung: version 10 or newer
To know what computer and browser you need for the best experience when using QuickBooks, please check out this article: System requirements for QuickBooks Online.
I've also included a detailed resource about customizing sales forms and creating recurring templates in QuickBooks:
Let me know if you need further assistance with the customization process. I’ll get back to help and make sure this is taken care of for you. Have a great rest of the day.
