Customized Template of QuickBooks Invoice Issue

QuickBooks software is one stop accounting software that tackles with all types of financial activities performed within a business. The software ensures daily, weekly quarterly and annual tasks of the business are completed effectively and efficiently. It also allows user to customize templates of specific tasks and reports. User can also customize the template made for invoices. However, at times the error is faced when the user wishes to set the customized invoice template as default template for future use.

Suppose the user has designed a customized invoice, however when they open Create Invoice screen, the customized template is not memorized by the window  when the user returns back to generate another invoice. Similarly, in the case of templates, when user tries to structure invoice, same template should be shown. Thus it is interpreted that the setting is a little complex and will only be changed through the drop down menu of the template.

Steps to Fix the Customized Template of QuickBooks Invoice Issue

To Resolve this issue best solution is to resort the template list  through following steps:

Solution 1: Prints come without lines or borders around fields

  • From the work-related options in the File menu, select Printer Setup.
  • Now choose the right form, from the drop-down of options.
  • Click on Blank Paper in ‘Print On’ area
  • Uncheck the ‘Print Lines Around Each Field’ option and then click on OK in the bottom right corner.

Solution 2: Invoices have Corrupted Text

  • Now, use the Layout designer from the Basic customization window
  • When the corrupted text is found, then click on the “Properties” tab.
  • Now, make the size as required. If a font is not available, you can use your browser’s font function to choose one. You can also change the font.
  • For text in a pdf that is difficult to read, try changing the font or using a different size.
  • Add a pdf to email, or save the document as pdf and then preview it.

Solution 3: Received “Due to an error, the template was not exported” error

  • Open the company file that has the template you need to import.
  • From the “Lists” menu, click on “Templates” option.
  • Right-click on template that is required to be exported and then click on ‘Edit Template’ option.
  • In the Fonts section, untick ‘Use Logo’, and select OK.

Solution 4: Changes in template don’t save in your customized invoice template from an invoice

  • In order to resort the template list
    • Click on List tab and then select the Templates option.
    • Next click on View tab, followed by selecting the option of Resort List and then click on OK.
    • In order to save the customized template go to Preference option and then follow steps below:
      • Select the option Customers and then Create Invoices
      • Generate a new invoice for test purpose, select template option as per requirement, and then click on Save & New tab.
  • Lastly select customers option and then Create Invoices in order to ensure template selected has come under default selection.

NOTE: To remove the invoice created for test purpose by going back button and then clicking on CTRL along with ‘D’ key.

  • To test the different default template
  • Select the option Customers and then Create Invoices
  • Generate a new test invoice, with general template.
    • Click on the drop down menu of Template
    • Choose one of the listed templates for “Intuit”.
  • Enter the Customer details along with Item details on the Invoice.
    • Click on Save & Close tab.
    • Click on the Customer option and then on ‘Create Invoices’ to verify if the “Intuit” template option is now the default selection.

NOTE: To remove the invoice created for test purpose by going back button and then clicking on CTRL along with ‘D’ key.

Solution 5: Only the last page sales forms with multiple pages features long text field

  • Click on the Formatting tab, and choose a default format.
  • Click on Customize Data Layout.
  • Choose the Layout Designer and then click on Add. Now, choose the Text Box.
  • Now, add all the information that you want to be displayed on the form.
  • To resize fields, click the field on the screen. Click OK to apply changes.
  • Now, click on preview to see how the text box would appear on a printed form.
  • Now, after closing print Preview, print the form.

Solution 6: Error showing insufficient data for an image

  • Click on the Templates from the List menu.
  • Double-click on this, and then on the Layout Designer
  • Now, remove the image and select OK. Again click OK button.
  • Recover your data by using photo editing software.
  • Save the image in a different file type.
  • Open QuickBooks, import the image using Layout Designer and resize and customize the image if required.
  • Now, you can try to email, print or save it.

In case the issue persists and the same template invoice is shown it is quite possible that the customized version of Invoice is damaged. If the user is ready with a recent backup since the template was customized then it is better to restore the data. If restoring a backup is not a good option then the user is required to recreate their customized template.

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