Account management

Hi there, Buttercup376.

It could be that the template has been damaged or corrupted that's why the changes that you've made wasn't applied. Generally, when we encounter situations like this, we can repair the template to resolves most data integrity issues. Corruption can occur if QuickBooks shuts down or the connection to the QB Database Server is lost with a transaction open but no portion of it saved.

Before doing this process, we'll have to create a dummy template to test for a Corrupted Template or know if there's any data damage. You can follow the steps that I've listed below.

First, begin by creating a custom template within a QuickBooks sample company:

1. Open a QuickBooks sample company
2. Create a custom template similar to the template that's not working
3. Test the template in the sample/test company to assure it works
4. Export the new template to your desktop

Second, import that template into your company file:

1. Open your QuickBooks Company file
2. Import the custom template from your desktop
3. Open a form that can use the test template
4. Test to see if your issue still occurs with the test template

Then, we can now evaluate the test results:

• If the issue does not occur with the test template, your actual template may be damaged.
• If the issue still occurs with the test template, your template list may be damaged.

Please follow these steps in repairing a corrupted template:

1. In the menu bar, select Lists, then choose Templates.
2. Right-click on the damaged template, and then click the Templates down arrow at the bottom left.
3. On the drop-down menu, click Duplicate.
4. On Select Template Type, select the appropriate type of template and click OK
5. Double click on the copy of the template – this opens the Basic Customization window.
6. Click Advanced Customization at the bottom of the Basic Customization window.
7. At the bottom, center of the Advanced Customization window, click the button Default. Please note that this will delete all of the modifications in the template and reset it to the original default format.
8. Click OK on the Additional Customization window.
9. Click OK on the Basic Customization window.
10. Test the defaulted copy of the template. If these steps resolved the issue, recreate the template using the copy. But if the issue still persists, we may need to repair the Template List.

Here's how to repair the Template List:

1. Resort the Template List.
2. If the issue still is not resolved, Back-up your Company file.
3. Use the procedure above to Repair a Corrupted Template for all of your custom templates returning each to their default state.
4. Run the Rebuild Data utility after you return all templates to default.

I also recommend checking out this article to learn more about fixing common template issues in QuickBooks Desktop.

You can always knock on our door if you need assistance in handling your templates. Stay safe and have a great rest of the day.