cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
PaulMcF
Level 1

in Desktop Pro 2021 how do i set a default invoice template?

I have several templates but the one i use least is the one that automatically loads when i go to create a new invoice; how do i get QB to automatically load the template I use the most?

1 REPLY 1
EmmaM
QuickBooks Team

in Desktop Pro 2021 how do i set a default invoice template?

Hello Paul, While you're unable to change the default template, you need to select a different one before saving the invoice. Doing this will ensure you're using the correct template. setting up a default invoice template in QuickBooks Desktop (QBDT) is unavailable. The system will basically retain the template based on the last saved invoice.

Need to get in touch?

Contact us