How do I save print settings for printing invoices

ScubaPro · ‎July 20, 2021

Before I can print an invoice, I must first edit how it will look to print the information I want on the invoice. I don't want to have to do that every time I print. How can I save a default so that my invoices automatically print the information I want?

I have built a template but I cannot find how to make my template the default.

MariaSoledadG · ‎July 21, 2021

Let me guide you on how you can make a default invoice template in QuickBooks Desktop, ScubaPro.

The previous answer above was applicable only to QuickBooks Online (QBO) products. For QuickBooks Desktop, you can make a default template by selecting the desired template when creating an invoice. I've included a screenshot for your visual guide.

After you've selected one, this will automatically select the same template once you enter and print an invoice. Another way is to set some of your templates to inactive, and the new template will have to remain active. Here's how:

Go to the List menu, select Templates.
Right-click the templates, with the exception of the new template, and then choose Make Template Inactive. This will remove from the active list of invoice templates.

Once you've set a list of templates to inactive, only one template is currently active and is set as default. This will also automatically print the information of your invoice and you don't need to select once. You can also import o export form templates in QuickBooks. Read this article for more information: Use and customize form templates.

In addition, you might encounter some issues when using a customized template. For your reference, check this out on how to fix this: Fix common issues when you use and customize templates.

Let me know if you have other concerns about the invoice template. The Community is always here to assist you.

View solution in original post

katherinejoyceO · ‎July 20, 2021

Hello there, @ScubaPro.

Thanks for asking us here in the Community. Glad to know you already have the saved invoice template.

QuickBooks uses the first custom template you create as your default for sales forms. To set another custom template as the default, follow these steps below:

Go to the Settings menu.
Select Custom Form Styles.
Find your template.
Select the drop-down arrow in the Action column.
Select Make default.

Here's an article that covers everything about managing your sales forms to make them more personalized: Customize invoices, estimates, and sales receipts in QuickBooks Online.

For future reference, read through this article to learn more about setting up and send progress invoices in QuickBooks Online.

Let me know how it goes, and I'll get back to you if you have additional concerns. Take care!

ScubaPro · ‎July 21, 2021

The instructions seem simple enough, but I do not have a settings button on my screen anywhere I cannot find a settings options anywhere in the various menu items. I am using QB Pro 2021.

MariaSoledadG · ‎July 21, 2021

Let me guide you on how you can make a default invoice template in QuickBooks Desktop, ScubaPro.

The previous answer above was applicable only to QuickBooks Online (QBO) products. For QuickBooks Desktop, you can make a default template by selecting the desired template when creating an invoice. I've included a screenshot for your visual guide.

After you've selected one, this will automatically select the same template once you enter and print an invoice. Another way is to set some of your templates to inactive, and the new template will have to remain active. Here's how:

Go to the List menu, select Templates.
Right-click the templates, with the exception of the new template, and then choose Make Template Inactive. This will remove from the active list of invoice templates.

Once you've set a list of templates to inactive, only one template is currently active and is set as default. This will also automatically print the information of your invoice and you don't need to select once. You can also import o export form templates in QuickBooks. Read this article for more information: Use and customize form templates.

In addition, you might encounter some issues when using a customized template. For your reference, check this out on how to fix this: Fix common issues when you use and customize templates.

Let me know if you have other concerns about the invoice template. The Community is always here to assist you.

JEgolf · ‎September 02, 2022

This is very helpful for creating a single invoice for all future printing, but still all of my previously made invoices are showing the inactive templates.
This is causing a lot of confusion in the office.

Is there any way to automatically set all invoices to update to the ACTIVE invoice template, instead of having every old invoice in the company print off of now inactive templates? It seems those shouldn't even be available to print off of anymore.

MaryLandT · ‎September 02, 2022

Hi there, JEgolf.

At this moment, you have to go through each old invoice and activate it one at a time. You can send a product suggestion inside your company file. Just go to the Help menu and select Send Feedback Online.

Our developers are working internally when it comes to projects and product enhancements. To stay updated with any changes in our program (Desktop and Online), visit this link any time: QuickBooks Product Updates.

In addition to this, QuickBooks comes with a variety of templates you can choose from. If you stumble into an issue while you use and customize templates, here's how to fix it: Learn how to fix common template issues in QuickBooks Desktop.

Don't hesitate to post again if you have other QuickBooks concerns. The Community forum is always open to provide steps and related articles.

JEgolf · ‎September 02, 2022

Everyday I'm confronted with yet another reason why this accounting software must be designed to be actively antagonistic towards users.

This is insane.

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How do I save print settings for printing invoices