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colbytwhipple-gm
March 1, 2024
Question

Why is pdf preview unavailable with this template

  • March 1, 2024
  • 1 reply
  • 3 views
Keeps saying I’m using an old template since app update

1 reply

MsNorthPND1881
MsNorthPND1881QuickBooks Team
QuickBooks Team
March 1, 2024

Welcome to the Community, Colby.

 

I want to ensure I provide a timely solution to your invoice template. As of the moment when viewing invoices using PDF view in QuickBooks Online (QBO) is not available if you're on standard templates. You can only use PDF view using the Modern design of your invoice.  

 

In addition, you can also see this article that details the process: Connect your QuickBooks Payments account to QuickBooks Online.

 

You're always welcome to add comments if you need additional assistance with your invoices. I’d be more than happy to help you. Keep safe!

 

C
colbytwhipple-gmAuthor
March 1, 2024

Thank you for the response.  This is happening on my iPad and I can’t seem to find the menus to change that on here. Am I missing something? This is on quick books simple start

 

thank you. 

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
March 1, 2024

You don't miss anything, Colby. I have the information on how you can make the changes with your templates.

 

The option to make changes to your template in QuickBooks account using your iPad, is not available at this time. However, you can still log in to your account through a web browser to make any necessary modifications. 

 

Additionally, if you select a template from the Other Templates (View Only) option, you will receive an error message stating that the PDF view is unavailable with this template. To use the PDF view option, you will need to select the Modern option to enable this feature. See screenshots below:


 

I wanted to share some helpful links with you to personalize your sales forms and keep up-to-date with recent updates in your QuickBooks sales transactions:

 

 

Should you have any further questions about templates, please feel free to leave a comment below. I'm always here to help.

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