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November 7, 2022
Question

I am just starting with QB online. I have the simple start online version. I have been using QB desktop for years. I need help with the invoice.

  • November 7, 2022
  • 8 replies
  • 48 views
I have edited the invoice in QB online and marked it as default but it is still not opening as my invoice.  How do I fix this?

8 replies

MichelleBh
Level 8
November 8, 2022

Happy to help, @sewfarsewgoodemb.

 

I'll walk you through some troubleshooting steps so you can use your default invoice in QuickBooks Online Simple Start. 

 

Ensure that you use the correct template when creating the invoice. To check, follow the steps below: 

 

  1. Go to the Sales menu and select Invoices
  2. Open the invoice and click the Customize tab on the lower part. 
  3. Check the default template. 
  4. Click the Print or Preview button to verify the template.

 

Once the issue persists, I recommend logging into your account through incognito. This way, we can verify if this is a browser-related problem.

 

Use the hotkeys below:

 

  • Ctrl + Shift + N (Google Chrome)
  • Ctrl + Shift + P (Firefox)
  •  Control + Option + P (Safari)
  •  Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, reopen the invoice to see if it is already using the default template. If fixed, please return to your regular browser and clear the cache by pressing CTRL+ ShiftDelete on the keyboard.

 

But if you mean your old invoices are not using the default template, then it's working as designed since it only applies to future transactions. 

 

If you're not referring to your old transactions, did you receive any error messages when you opened the invoices? Please tell us more about it or include a screenshot in your response. This allows us to review our reports and provide you with solutions.

 

Additionally, check out this video tutorial below to learn how to personalize sales forms, receive customer payments, record payments, deposit funds, and many more: 

 

 

I'll wait for your response to ensure this is taken care of as soon as possible. Keep safe.

November 9, 2022

Hello,

Thank you for your response. I am not finding the Sales menu. I'm sorry I am just starting with this online version.

Level 3
November 9, 2022

It's in the menu/ list on the left had side of your screen.  

It will have  +New

                    Banking

                     Sales

                     And so on, and so forth.  

You can hover over Sales and it will show other options.  One of which is invoices.