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info2153
Level 1

My invoice I create won't upload or set as my default. What am I doing wrong?

It's in my saved archive but will not upload for me to use.

1 Comment 1
FateCandylaneT
QuickBooks Team

My invoice I create won't upload or set as my default. What am I doing wrong?

Let's perform some troubleshooting steps to help resolve the possibility of a webpage issue, info2153.

 

Beforehand, can you please clarify what specific tasks you're referring to with your invoices not uploading? Are you trying to upload an invoice template? Is this a sales format you created that isn't suitable for an invoice? You can also share screenshots and detailed information so I can provide you with an accurate resolution to your concern. Any additional input would be much appreciated.

 

If your default sales format isn't applying to your invoices, you can manually select the default template or use another layout as a workaround.

 

invoice.png

 

However, if the issue persists, I suggest opening your account in a private browser to ensure the program runs without storing internet data. Refer to these shortcut keys:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

If the default template is successfully applied, you can return to your default browser and clear its cache or use a different supported window.

 

On the other hand, you'll want to seek additional guidance from our QuickBooks Live Expert Assisted team to help you manage customer invoices and provide assistance in keeping track of your overall transactions.

 

Once everything looks good, here's how you can track and enter customer-paid invoices to ensure the accuracy of your accounts: Record invoice payments.

 

Well-designed templates enhance customer experience for your business, info2153. Please reply in the comments below for any additional input. We're here to help.

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