Hello, TheCrystalCookieJar.
I can share with you some troubleshooting steps to get around the changes you've made in the templates. I recommend logging out and logging in to your QuickBooks Online (QBO) account. This will refresh the connection and for any changes to take effect.
If this didn't work, I suggest accessing your account on a private or incognito window. This way, we can check if this issue is caused by browser cache.
The browser uses cache and cookies to help load web pages faster on your next visit. However, this can cause odd behavior that affects the views and performance of QBO. Using a private window is the best way in identifying the issue as this doesn't save any junk files.
To open an incognito window, you can follow these keyboard shortcuts:
- Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
- Press keys: Ctrl + Shift + N (Google Chrome browser)
- Press keys: Command + Shift + N (Safari browser)
If you’re able to view the changes made, I’d suggest deleting your browser cache to refresh the system. If the issue persists, I recommend using other supported browsers. This way, we can identify if this is a browser-integrated issue.
I've got you some of our resources below that can help you learn more about customising sales forms in QuickBooks. It teaches you to add any details to your template as well as how to design it:
Don't hesitate to leave a reply below if you need additional assistance. I'm always around here to help. Keep safe and take care always.
