Hello there, dorydan.
Welcome to the QuickBooks Community. I’m here to help you manage your sales template so you can effectively create transactions.
Once you create a sales transaction in QuickBooks or and you’re running in a multi-user, the software automatically recalls the last template that was used. To help you get back on track, let’s go ahead and perform these troubleshooting steps.
The Verify Data utility is used to identify common problems in a company file, while the Rebuild Data is used to resolve data corruption issues found by the Verify Data tool. Before this process begins, you’ll need to create a back up of your company file.
Next, let's begin the process of verifying and rebuilding the data. I'll walk you through the step by step process.
To rebuild the data:
- Go to File at the top menu bar.
- Select Utilities.
- Click on Rebuild Data.
- Then you'll be prompted to create a backup copy of your company file.
- Once done, click on OK.
To verify data:
- Go back to the File menu.
- Select Utilities.
- Click on Verify Data.
Check out the Resolve data damage on your company file article for additional steps and information. If the issue persists after running the tool, I'd suggest contacting our Technical Support Team.
They have the tools to determine the root cause of the issue and make sure you can seamlessly create invoices. You can reach them through the following link:
- Go to https://help.quickbooks.intuit.com/en_US/contact.
- Select QuickBooks Desktop.
- Choose your QuickBooks for Windows version.
- Select the issue/topic.
- Click on the Get Phone Number button to see the support number.
If you have additional questions about working in QuickBooks, feel free to leave a comment below. I'll be glad to keep helping. Have a good one.
