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Replying to:
FritzF
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Hi there, JRR49.

 

Thanks for getting back to us. I'm here to help ensure you can edit your invoice template in QuickBooks Desktop (QBDT).

 

When editing an invoice template, you can choose the contact information you want to display on the invoice in the Change company & transaction information section. You can easily update any of this information by selecting Update Information.

 

Are you receiving any error messages when attempting to save the invoice template? Any additional details you can provide will assist me in finding the best solution for your issue.

 

In the meantime, let's isolate this by running the built-in Rebuild and Verify tools. It allows your QuickBooks software to refresh the data inside the company file.

 

Here's how to do it:

 

  1. In QBDT, go to the File menu, then hover over Utilities and select Rebuild Data.
  2. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  3. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
  4. When the tool finishes, select OK.
  5. Go to the File menu. Then hover over Utilities and select Verify Data.
  6. Let the tool check your file for data issues.

 

If QuickBooks doesn't find any problems, select OK. You can keep using your company file. You don't have any data damage. If it finds an issue, select Rebuild Now.

 

If the same thing happens, check out this article and proceed to Solutions 2 for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

 

Once done, try to edit the invoice template again to double-check. Please refer to this article for future reference: Use and customize form templates.

 

Please let me know if you have additional questions about this or anything else. I'm more than willing to assist. Take care.

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