Let's find out why you're not seeing the custom form style option, @Carty.
You'll want to use an incognito or private window to check if you're able to access the Custom form styles option. Here are the keyboard shortcuts:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
If so. your cache and extensions are probably interfering with the scripts that QuickBooks is trying to run on the page. Clear the cache so you'll be able to work with a clean slate. If not, you can switch to a different browser.
However, if you're still unable to access it, I suggest reaching out to our support team to investigate further. They have the tools to securely pull up your account and double-check why is this happening. Here's how to reach them:
- Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
- When asked by the bot, enter your concern.
- Select I still need a human, then proceed with Contact us or Get help from a human.
- Choose either Chat or Callback.
Once everything is fixed, you can start customizing your sales forms. For complete steps, see this link: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Let me know if you have any concerns with custom form styles. I'll always be right here to help.
