We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. Please take care.All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. Let us know if you need more assistance showing the logo on your estimates. For more information, I recommend checking out this link: See what’s new with estimates and invoices in QuickBooks Online. Choose Chat with us or Have us call you.Īlso, note there are features currently unavailable in the new experience.Click the Help tab in the upper-right corner.Our support for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). They can further check the issue with the logo using the new layout of QuickBooks. If the problem persists, proceed with contacting our QuickBooks Support Team. Make sure to select the correct template and email the transaction again.
CUSTOM BILLING INVOICES PDF
Allow me to chime in and help you further with your estimates in QuickBooks Online. I appreciate you keeping in touch with us here in the Community space. We're always here to make sure that everything is working as intended. Add Custom Transaction Numbers to Sales Forms in QuickBooks Onlineĭon't hesitate to reply back to this thread to share more updates and follow-up questions.Add Custom Fields to Sales Forms and Purchase Orders in QuickBooks Online.To share more resources when customizing sales forms, I'll give these articles as well: For guidance, please refer to the following article: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online. Then, return to your original browser and perform a cache clearing. Google Chrome, Mozilla Firefox, Safari, and Microsoft Edge are all compatible with QBO.Īfter that, create an estimate and check if the correct template is being used. Log in to your QBO account in the new window.Īlternatively, you can switch to other browsers and log in to your account using them.Select " New Incognito Window" or " New Private Window" from the dropdown menu.Open your browser and click on the three dots in the upper-right corner.This ensures that your browser doesn't retain outdated data from previous sessions. To begin, log in to your account in an incognito or private browsing session. I'll provide troubleshooting instructions that can help resolve similar issues of improper functionality or errors when using certain QuickBooks Online (QBO) features. Regarding the issue of the template not being correctly applied, it's possible that excessive cache and other browser-related issues may be causing this problem.
However, it appears that you are using the updated version of estimates, which is why the screenshot differs from your interface. The steps outlined in the previous response pertain to QuickBooks Online. Thanks for sharing a screenshot in your response, TacoBoutPins.
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