I'm here to help you sort this out, bdeaton.
We can perform some basic troubleshooting to isolate and resolve the issue. To start, let's update QuickBooks to the latest release. This helps keep your software up-to-date so you always have the latest features and fixes. Please follow these steps:
- Open QuickBooks Desktop.
- Click the Help tab at the top menu.
- Select Update QuickBooks Desktop.
- Go to the Update Now tab.
- Put a checkmark on the box beside Reset Update.
- Click on Get Updates.
Then, let's run the Verify and Rebuild Data utility in the system. The tool scan data issues within the company file and self-resolves them.
To verify data:
- Open the company file.
- Click the File tab at the top menu.
- Select Utilities.
- Choose Verify Data.
For rebuild data:
- Open the company file.
- Click the File tab at the top menu.
- Select Utilities.
- Choose Rebuild Data.
Additionally, you can create custom templates for your sales forms in QuickBooks. To learn more, please see this article: Use and Customize Form Templates.
I'll be right here to help if you need assistance in managing your template.
