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kbm-marineservices
Level 1

Even though my estimates are set to default if a custom template, they are generic.

 
Solved
Best answer 4 weeks ago

Best Answers
Jessavell_A
QuickBooks Team

Even though my estimates are set to default if a custom template, they are generic.

Hi there, @kbm-marineservices. To resolve the unusual behavior you're experiencing, you can delete your custom template and create a new one from scratch.

 

From the Custom form styles page, locate your current template and click the dropdown menu to select Delete. Next, create a new one and set it as default as you would normally do.

1.png

 

Next, navigate to the Estimate page and check the Design dropdown in the right panel to confirm that your new default custom template is selected.

2.png

 

If it is still not set as the default, the issue might be related to your browser. Perform a quick refresh by pressing Ctrl + F5 (Windows) or Cmd + Shift + R (Mac) to reload the page from scratch.

 

If the issue persists, consider using a different supported web browser or accessing your account in Incognito/Private mode. This can help clear any cookies or extensions that might be interfering with how the Estimate page displays.

 

If you have any further questions, please don’t hesitate to revisit this thread.

View solution in original post

2 Comments 2
Jessavell_A
QuickBooks Team

Even though my estimates are set to default if a custom template, they are generic.

Hi there, @kbm-marineservices. To resolve the unusual behavior you're experiencing, you can delete your custom template and create a new one from scratch.

 

From the Custom form styles page, locate your current template and click the dropdown menu to select Delete. Next, create a new one and set it as default as you would normally do.

1.png

 

Next, navigate to the Estimate page and check the Design dropdown in the right panel to confirm that your new default custom template is selected.

2.png

 

If it is still not set as the default, the issue might be related to your browser. Perform a quick refresh by pressing Ctrl + F5 (Windows) or Cmd + Shift + R (Mac) to reload the page from scratch.

 

If the issue persists, consider using a different supported web browser or accessing your account in Incognito/Private mode. This can help clear any cookies or extensions that might be interfering with how the Estimate page displays.

 

If you have any further questions, please don’t hesitate to revisit this thread.

Jessavell_A
QuickBooks Team

Even though my estimates are set to default if a custom template, they are generic.

Hi @kbm-marineservices,

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.

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