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kristi720
Level 3

Default Sales Order Template

I was recently forced to upgrade to QB Desktop 2021.  Since then, the default template that I use for Sales Orders reverts to the lesser used template I need.  I have 2 active templates and previously I was able to name them accordingly so that I could have the primary one default when I would create a new sales order.  Now the other (lesser used) template is defaulting and I have to go through the hassle selecting the primary used template each time.  I've tried renaming them, making the lesser template inactive and then re-activating and nothing works.  I'm not happy that I was forced to upgrade and now it's causing me problems. How do I fix this issue?

2 Comments 2
JenoP
Moderator

Default Sales Order Template

Hi there, kristi720.

 

I'll share some steps with you that can resolve unexpected and most common program issues when using QuickBooks Desktop. 

 

First, make sure that your QuickBooks is on the latest maintenance release. Here's how:

 

  1. Go to the Help menu and select Update QuickBooks.
  2. Proceed to the Update Now tab.
  3. Check the box for Reset Update, then click Get Updates
  4. Restart your computer after getting a prompt that the update is complete.
  5. Re-open QuickBooks and install the update when prompted.

 

Second, let's repair QuickBooks. Here's how:

 

  1. Restart your computer. This makes sure there are no programs that may affect the repair.
  2. Open the Windows Start menu, then select Control Panel.

    Note: If you're using Windows 8 or 8.1, search "Control Panel" in the Windows Start menu.

  3. Select Programs and Features, then click Uninstall a Program.

    Note: If you don't see Programs and Features, select Programs instead. Then select Program and Features.

  4. Click QuickBooks from the list of programs, then Uninstall/Change.
  5. Select Continue, or Next.
  6. Click Repair, then click Next.

    Note: The repair should start right away, but it may take a while to finish. You can leave it running, and come back once it's done.

  7. Click Finish.

 

Aside from that, you can also resort your template list. Here's how:

 

  1. Go to the Lists menu, then select Templates.
  2. Select the Include Inactive checkbox. If it's grayed out, there are no inactive names.
  3. Go to the View menu, then select Re-sort Lists.
  4. Select OK.
  5. Close and reopen your company file.

 

Once done, create a sample Sales Order to check if the lesser used template is no longer defaulting. You can also check out this article for additional options: Fix Common Issues When You Use And Customize Templates.

 

Let me know if you have follow-up questions. We're always here to help. 

JenoP
Moderator

Default Sales Order Template

Hi kristi720,

 

Hope you’re doing great. I wanted to see how everything is going about your Sales Order templates. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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