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Replying to:
GlinetteC
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I want this issue fixed as quickly as possible, Propplar Innovations.

 

I'm here to provide some troubleshooting steps to help display the Custom form style tab. This way, you can customize your sales forms.

 

Ensure that you're logged in as a Primary Admin. If the issue persists, I recommend logging in through incognito mode. This allows us to determine whether the problem is browser-related. Too much cache build-up in your regular browser can sometimes cause unexpected behavior in the product. 

 

Refer to the keyboard shortcuts below:

 

  • Press Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  • Control + Option + P (Safari)

 

If it's fixed, return to your regular browser and clear the cache by pressing CTRL+ Shift+ Delete on the keyboard.

 

Check out these articles on how to download templates and manage customer transactions in QuickBooks: 

 

 

Let me know if you'll encounter trouble managing templates in the future. I'm always available to help.

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