Tuesday, December 15, 2020

Common Issues When Using And Customizing Templates In QuickBooks

 Customize Templates Common Issues in QuickBooks Desktop & How to Fix Them?


In this essay, we intend to discuss a few of the common customize templates conditions that users may encounter while creating or editing a template in QuickBooks Desktop. You can find various kinds of templates can be purchased in the QuickBooks Desktop, it really is quite a chance that users may face a problem when using it. Don’t worry should this happen to you, read this article and we believe that you’ll discover the necessary solution.



Without delaying anymore let’s discuss issues and their solution one by one.


There aren't any Lines or Borders across the fields in Invoices and Statements


Should this be happening while printing then there's a chance that you may have enabled the possibility to not print lines around each field. In QuickBooks, you are able to select whether you desire lines or not. In the event that lines and borders are visible on the forms but not on others then follow the below procedure.


  • Go right to the File > Printer Setup option.
  • Next, click from the Form drop-down menu, and from here select the appropriate form.
  • Then, choose the Blank Paper option from the Print On section.
  • Unmark the box stating Do not Print Lines around each field and then select OK.

Related Article: https://markmiller1486.wixsite.com/mysite/post/common-issues-when-using-and-customizing-templates-in-quickbooks

Emailed Invoices have text issues


Some of the fields are not aligned correctly when an invoice is in Pdf format. To fix this issue, you need to replace the font of the invoice.


  • Open the invoice which should be correct.
  • From then on, select the Customize Data Layout tab from the Formatting tab.
  • Here, select the Layout Designer tab.
  • Next is an important step. You'll want to get the field which includes the bad text and then select the Properties option.
  • When you look at the Properties, select the Font option and change the font or you will need to change size. (By default, Cambria font is selected, you are able to choose any font you like.)
  • Now look out all the other fields when it comes to incorrect font into the PDF  if you discover any repeat the same process again. From then on, select OK.
  • Once, you may be done making all the changes, email the invoice in PDF format to yourself, and review it.
  • Changes don’t save when you save your customized invoice template from an invoice


Usually, by using an invoice template to produce another invoice then your template that you apply should show again. Unless you made any changes into the template this setting ought to be retained.


  • Select Customers > Create Invoice.
  • Then, using a standard template create a test invoice.
  • Go through the Template option
  • From here, choose any one of many Intuit listed templates.
  • Fill the consumer and item details in the invoice.
  • Save and Close
  • Again go the shoppers after which Create Invoices. Here, check whether the invoice template that you used is available or perhaps not into the default section.


In the event that new template continues to be not showing when making another invoice, even with  making alterations in the template then this means that you have a damaged template.


One solution for that is to restore the backup through the time if the customized template used to exert effort. But, in the event that you don’t have the backup, then you’ll need to recreate the customized template from scratch.


The long text field not appearing on sales forms with multiple pages.

You may also read: https://accountingpro.blog.fc2.com/blog-entry-154.html

Using a Layout Designer, once you resize a big text field, then there is a slight chance so it may disappear from all of the pages except the past page. You need to use a Text Box to include relevant information.


  • Open the invoice and then choose the Formatting option.
  • Here, find the Customize Data Layout option.
  • Next, choose the Layout Designer option and then click on Add and then select the Text Box option.
  • Into the Text Box, you can enter the details you want to show in most regarding the forms.
  • From then on, you will need to resize the fields such that it can show all the information you entered. Select OK to utilize the changes that you made.
  • Go through the Print Preview button in order to observe how the changes that you made will see regarding the form.
  • If everything seems perfect, close the Print Preview Window and then select OK.
  • Error Message “Due to an error, the template was not exported”


In the event that you get a mistake linked to the logo, then you’ll need certainly to eliminate the logo or image through the customized template that you are attempting to import.


  • First, you need to open the company file which contains the logo.
  • Go to the Lists menu and then select the Templates option.
  • Right-click on the Template that you would prefer to export and then select the Edit Template option.
  • Go right to the Logo & Fonts section and unmark the box stating Use Logo option and then select OK.


Fix error C=291 whenever you import a form template


If you should be importing a template through the newer version of QuickBooks Desktop to your older version or your template you may be wanting to import is damaged, then your user might encounter this matter.


If you'd like a template which you created in the newer form of QuickBooks Desktop to the older version, you can’t get it done. You may have to recreate it.


Error Message “Insufficient data for a graphic”


When users attempt to save forms/invoices as PDF, email, and print, and it's also due to the damaged image found in the form. You can easily fix this by converting the format for the image using a picture editor.


  • Through the top menu bar, go to List>Templates.
  • Then, open the template and select the Layout Designer option.
  • From here, you will need to take away the image and then select OK & again, OK.
  • Open the image in a graphic editor application. (Microsoft Paint is preferred)
  • Replace the format associated with image to another one from the current. As an example, change it out to.JPEG if it's currently.PNG format.
  • Again open QuickBooks, open the template and add the image using the changed format. Customize and resize the image as required.
  • Try again to send a message, save, or print.
  • We genuinely believe that now your entire problems linked to the Customized templates are fixed.


The Conclusion


These are all the customize templates common issues in QBD and from now on should be able to fix them all on your own. If you're still finding almost any difficulties in customizing templates in QuickBooks Desktop, you then should ask for some help from a professional. It is possible to consultant from an Intuit Certified QuickBooks ProAdvisor by calling the 24/7 QuickBooks customer support toll-free number. Following the steps mentioned in this article should be helpful for you in resolving Common Issues When Using And Customizing Templates In QuickBooks.


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