We appreciate you for raising your concern here, @LILLIDALLAS.
We see how the new feature has been challenging on your end, especially the beta features.
Upon checking on my end, there's no ongoing investigation about this issue. Taking this into consideration, I recommend contacting QuickBooks Online (QBO) chat or call support. They can help you navigate the root cause of the issue and find a fix.
Moreover, if they can see that a lot of users are experiencing the same issue, an investigation can be created. Once the fix is found, an update will be sent to your email.
Here's how to contact them:
- Sign in to your QuickBooks Online company.
- Select Help (?).
- Select either tab to get started:
- Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
- Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.
For future reference, if you want to learn how to personalize and add specific info to your sales forms, you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please come back here if you have additional QBO-related concerns. I'll be willing to lend a hand. Have a good one.
