Other questions

Thank you for joining the thread, @Bhavinfds. I’ll provide you with the steps to manage templates in QuickBooks Desktop (QBDT).

I understand the importance of being able to customize your templates. This helps us apply our preferred design or layout for a specific sales receipt. It also enable us to determine which copy of the invoice should be sent to the customers.

Here’s how:

1. Go to the Customers tab, and select Customer Center.
2. Select an Invoice, and click the Manage Templates.
3. Select the template you want to edit, and click OK.
4. You will be routed to Basic Customization window, and from there click the Layout Designer button.
5. Press the Add dropdown arrow and select Text Box.
6. Under Properties window, enter the text then click OK.
7. Press OK again to save the changes.

Moreover, if the issue still persists, we can run the Verify and Rebuild data tools in QBDT. That said, we can verify and resolve the most commonly known data issues within your company file. Also, please ensure that your QuickBooks Desktop is up to date.

I’ll show you how:

1. Go to Window, then Close All.
2. From the File menu, click Utilities.
3. Select Rebuild Data.
4. Follow the on-screen instructions to back up your data.
5. When the tool finishes, select OK.
6. Go to the File menu, then click Utilities.
7. Click Verify Data, then select Rebuild Now once QuickBooks finds an issue with your company file.

In addition, you can refer to this article to learn more about creating and managing reports in QuickBooks Desktop: Reports.

Feel free to add a reply if you have further concerns with your sales transactions. The Community always has your back. Have a great day!