Hi, ECal ama! I hear your sentiments and understand how runtime issues can affect your business activities within your QuickBooks Online (QBO) account. Please know that this isn't what we want for you, and efficiency and effectiveness are what we always prioritize.
You can see the Custom Form Style option after you click the Gear icon in your QBO. Using my test account, I was able to personalise and add specific info to my sales forms. There are instances when QuickBooks can act oddly and experience system performance issues due to browser issues. These can be solved by performing some basic troubleshooting procedures.
Let's start by logging into your account in a private window and checking if the Custom From Style option tab is there. The keyboard shortcuts are as follows:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Sh
If yes, return to your regular browser and clear your browser's history to start afresh. If not, we suggest using a different supported browser because the QuickBooks version you're using now may have a temporary problem.
Feel free to check out these articles for your reference in managing your sales forms moving forward:
We are rooting for the success of your business venture, ECal ama. Reach out to us if you have other QuickBooks concerns. Simply tap the Reply button below or post in the Community again. Take care!
