QuickBooks Online data-entry screens remain standard by design, but your custom sales receipt template automatically applies when the document is printed, emailed, or saved. To confirm your personalized layout and branding are active, simply use the preview option on the transaction.
To verify the layout:
- Open the Sales Receipt you are working on, click Print or Preview at the bottom of the screen, and select Print or Preview again from the pop-up to see exactly what your customer will see.
If the preview isn't showing your changes, the default setting likely didn't save correctly. You can easily refresh the settings:
Re-apply the Default:
- Go to the Gear icon > Custom Form Styles. Find your template, click the dropdown arrow next to Edit, and select Make default.
Even if the entry screen doesn’t reflect your customizations, your template is active. This ensures all printed or emailed receipts show your branding and formatting, keeping your documents professional and consistent.
If you have further questions, feel free to reply to this thread below.
