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Join nowI 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?
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:
Second, let's repair QuickBooks. Here's how:
Note: If you're using Windows 8 or 8.1, search "Control Panel" in the Windows Start menu.
Note: If you don't see Programs and Features, select Programs instead. Then select Program and Features.
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.
Aside from that, you can also resort your template list. Here's how:
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.
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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