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A
andrew-malkin-co
September 18, 2025
Question

I cant edit sales invoice templates. I also cannot create new sales invoice designs. Running round in circles - this should be easy to find and adapt - wasted an hour!

  • September 18, 2025
  • 2 replies
  • 5 views

Used to edit the form before but looks like an "improved" look has removed that option for old designs and made it hard to navigate. QB Help topic does not help.

2 replies

J
Jessavell_AQuickBooks Team
QuickBooks Team
September 18, 2025

I appreciate your efforts in exploring possible solutions for your invoice template editing issue, Andrew.

 

Please know that you can still edit and create new templates for your sales forms in QuickBooks, regardless of whether you're using the new or old interface. Since this behaviour in QuickBooks is quite uncommon, I recommend starting with some troubleshooting by clearing your browser cache and Intuit-specific cookies.

 

The cache helps browsers load pages faster by storing data from sites you frequently visit. However, it can cause problems if it accumulates too much data. Clearing it can resolve any issues that are preventing changes to your template from updating.

 

If the issue persists, consider using a different web browser. This will help determine if the problem is specific to the browser you're currently using.

 

Please let me know if you have any further questions.

A
andrew-malkin-coAuthor
September 19, 2025

Hi Jessavell and thanks for your reply.

 

I cleared all Intuit cookies and the entire browser cache. Made no difference, i do not even see the font colour choices. Tried the "switch to old format" where i can select "update layout" where it then unhelpfully takes me back to the new layout (runs full circle). If instead in the old format i select settings with the invoice window open i always get the message "sorry, we can't find the page" - as i clicked the link in the invoice window this is an Intut error not my selecting the wrong URL.

I have also tried a different browser with exactly the same results.

Would have thought being able to add bank details to an invoice would be a basic easy step - has Quickbooks had its day?

and selected update format

M
MoiraskyeTQuickBooks Team
QuickBooks Team
September 19, 2025

I appreciate your efforts in resolving this, Andrew. It's useful that you've taken those troubleshooting steps, and we'll use the information you've provided to get to the bottom of this.

 

Please reach out to our QuickBooks Live Support Team. They will create a ticket for our security team to investigate the error you’ve encountered. They will assist you in resolving the issue that is preventing you from editing sales invoice templates or creating new sales invoice designs.

 

Here's how you can reach them:

 

  1. Click on the (?) Help icon in the top-right corner of your QuickBooks.
  2. Type "Contact support" in the Search bar
  3. Click the Contact Us button at the bottom.
  4. Choose your preferred method of connection: either Chat or Callback.

 

Take a moment to review this article for information about support hours: How to get help with QuickBooks.

 

Keep us updated on your progress. We are committed to ensuring everything goes smoothly for you.

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