Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
SN83
Level 1

Change to template

Our invoice template has changed without anyone editing it and couldn't get the earlier template.

3 Comments 3
NerbynMaeI
QuickBooks Team

Change to template

I noticed that your QuickBooks invoice template has changed without any edits, SN83. I'd be glad to discuss and help you get back on track. 

 

If you refer to the information inside the template, it's possible that one of the users made changes. To verify, let's run the Audit log report. Here's how:

  1. Go to Settings
  2. Select Audit log.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Select Apply.

If you're referring to the template you'd use to print an invoice, you'll need to make sure that the template is set on default from the Custom Form Style.

 

Here's how default invoice template:
 

  1. Go to Settings.
  2. Select Custom Form Styles.
  3. Find the template you want to use as the default.
  4. Select the down arrow in the Action column.
  5. Select Make default.

 

Once you've completed setting the template, let's verify that it's working correctly by checking the Invoices tab.

 

If the same things happen, I highly suggest performing the browser troubleshooting and clearing cache and cookies to fix issues when using QuickBooks Online. It will help us verify if there's a sync delay with your template.

 

Moreover, I'll share some valuable articles to help you on how to personalize invoice template:

 

 

Finally, I want to make sure you have access to all the support you need. In this case, I’d like to introduce QuickBooks Live Expert Assisted. This service connects you with certified QuickBooks professionals who can help improve your financial management. Through one-on-one video chats, these experts provide personalized guidance on managing invoices and bookkeeping best practices.

 

With QuickBooks Live Expert Assisted, you can streamline your processes and gain confidence in handling your business finances. Whether you have specific accounting questions or need general advice, this service is designed to assist you in successfully navigating QuickBooks and enhancing your financial management skills.

 

Always remember that the QuickBooks Community is available to offer further assistance if you need help in restoring your invoice template or any QuickBooks concern. We're here to support you, so don't hesitate to reach out for guidance whenever necessary.

SN83
Level 1

Change to template

Audit trial doesnt show any changes and the current invoice in set as default but still doesnt work.

NerbynMaeI
QuickBooks Team

Change to template

I appreciate your diligence in confirming the audit log and default settings, SN83. I will direct you to the appropriate support to resolve this.

 

Since you have confirmed that there are no changes in your audit log, and the default settings are as expected. I highly suggest contacting our QuickBooks Live Support team. They have the specialized tools to look over your account and resolve this efficiently.

 

Here's how to connect with them:

 

  1. Click the Help menu.
  2. In the pop-up panel, go to the Search tab.
  3. Hit the Contact Us button.
  4. From the text box, type in your concern.
  5. Click Chat with us.

 

When reaching our QuickBooks Online Support Team, please make sure to know the availability hours to make sure your concern will be getting in touch.

 

Here's the best time to contact:

 

Solopreneur, Simple Start, Essentials, Plus 

  • M-F 6 AM to 6 PM PT
  • Saturday, 6 AM to 3 PM PT

Advanced

  • any time, any day.

 

Lastly, you can check out this article that can guide you on creating and send an invoice to a customer: Record invoice payments in QuickBooks Online.

 

Keep me updated if you have further concerns with handling your invoice templates in QBO. I'm always ready to give necessary assistance and resources.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us