How do I select my default invoice template using the mobile app

I understand the importance of easy access to your invoice templates, gavbendon.

The default invoice template selection is unavailable in the QuickBooks Online (QBO) mobile app. However, you can customize templates using the web browser.

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Custom form styles.
3. Click New Style, then tap Invoice.
4. Select the Design, Content, or Emails tab to personalize the template.
5. Hit Done.
6. Choose the template you've created, then click the Edit drop-down arrow.
7. Tap Make default.

After that, create an invoice and check if it's using the correct template by clicking the Customize button. I've added a screenshot below for visual reference.

For more details about customizing sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Did you know you can split an estimate into multiple invoices in QuickBooks? Here's a link for more information: Set up and send progress invoices in QuickBooks Online.

Let me know if you need more help with the invoices or templates in QuickBooks. We're always ready to lend a hand.

How does this help anyone with customised sales forms with custom fields when this was the main selling point when switching from desktop to mobile and online ? Once again a complete waste of money ! Why can’t an online system replicate into an app and sync user preferences ? So once again a complete waste of money for my field sales team who rely on custom fields to be imported from their mobile devices ! Absolute rubbish