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Thanks for asking us here in the Community, @rlhogg. To save your changes on the invoice template in QuickBooks Premier, you'll need to click OK again in the basic customization pop-up.
Then, click the ESC key to go back to the Invoice creation screen. You can now be able to choose the template you created from the TEMPLATE drop-down list
For future reference, read through this article to get more insights in creating and using custom fields in QuickBooks Desktop.
Let me know how it goes or if there's anything else you need help with. I'm always here to back you up.
Yes, thanks, I have been able to make it work. But I have to specifically request that it be this modified template every time I create a new sale. I don't understand why it does not become the preferred choice--why it does not get memorized.
Hi there, rlhogg.
Let me share some information about invoice templates work.
Please know that QuickBooks Desktop has a sticky mode feature. Once you select a particular template and save the invoice, the program will remember the last template used and automatically apply it to the next transaction.
However, if QuickBooks is still unable to memorize it after saving several invoices, you may have a damaged template. To fix this, you can run the Verify and Rebuild utilities. This will scan your entire company file for potential data integrity issues that are causing this unusual behavior and fix them right away.
I'm also adding this article to learn how to rectify common template issues and errors in QuickBooks Desktop: Resolve issues when you use and customize templates.
Stay in touch with me if you need more help in completing your other tasks. I'll be more than happy to assist you again.
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