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farmerbookkeeper
Level 2

How to delete invoice templates in QB desktop 2020

 
Solved
Best answer February 20, 2020

Best Answers
RaymondJayO
Moderator

How to delete invoice templates in QB desktop 2020

I've got the steps and screenshots so you can delete the invoice templates in QuickBooks Desktop (QBDT) 2020, @farmerbookkeeper

 

Fiat Lux - ASIA is correct. Let's go to the Templates list to achieve your goal, and I'm here to guide you how. 

  1. Go to Lists from the top menu.
  2. Select Templates
  3. Right-click the invoice template you want to delete.
  4. Choose Delete Template.
  5. Click OK to confirm the deletion. 
  6. Repeat the process for your other templates. 

 

The screenshots below show you the first to fifth steps. 

DeleteInvoiceTemplate1.PNG

 

DeleteInvoiceTemplate2.PNG

 

Also, I'd suggest visiting this website: Use and Customize Form Templates. This link provides you steps on how to duplicate, export, import, and manage your form templates in the program. 

 

I'm just a comment away if you need anything else. Have a great rest of your day, @farmerbookkeeper

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15 Comments 15
Fiat Lux - ASIA
Level 15

How to delete invoice templates in QB desktop 2020

go to menu Lists > Templates > delete it

RaymondJayO
Moderator

How to delete invoice templates in QB desktop 2020

I've got the steps and screenshots so you can delete the invoice templates in QuickBooks Desktop (QBDT) 2020, @farmerbookkeeper

 

Fiat Lux - ASIA is correct. Let's go to the Templates list to achieve your goal, and I'm here to guide you how. 

  1. Go to Lists from the top menu.
  2. Select Templates
  3. Right-click the invoice template you want to delete.
  4. Choose Delete Template.
  5. Click OK to confirm the deletion. 
  6. Repeat the process for your other templates. 

 

The screenshots below show you the first to fifth steps. 

DeleteInvoiceTemplate1.PNG

 

DeleteInvoiceTemplate2.PNG

 

Also, I'd suggest visiting this website: Use and Customize Form Templates. This link provides you steps on how to duplicate, export, import, and manage your form templates in the program. 

 

I'm just a comment away if you need anything else. Have a great rest of your day, @farmerbookkeeper

farmerbookkeeper
Level 2

How to delete invoice templates in QB desktop 2020

Thank you!! I appreciate the explanation!

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

Hi I’m Clark from RDC Kinshasa 

i tried to delete Templates but still warning :”This Template is Locked to keep…. You can’t delete it. (Version 21.0)

i tried to customize my own template but every time I’ve to go on Formatting Section before I print Receipt 🧾 !! 

please help! How to make mine “template” like default!!! 

thank you 🙏 my email: [email address removed]

JenoP
Moderator

How to delete invoice templates in QB desktop 2020

Hi there, iMe547.

 

Can you share a screenshot of the error that you're getting? We just want to make sure that we're giving you the right steps and information to resolve the error.

 

Please add a reply below to share more details. 

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

Pic 1

KlentB
Moderator

How to delete invoice templates in QB desktop 2020

Hi there, iMe547.

 

I would love to help you delete the template, but I need additional information about the issue. Can you share the screenshot of the error again? It seems that the image wasn't attached to your post.

 

I am looking forward to your reply. Have a good one.

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

See screenshot 

Giovann_G
Moderator

How to delete invoice templates in QB desktop 2020

Hello, iMe547.

 

When posting a screenshot in the Community forum, please make sure it doesn't contain any personal or company information. If it does, you can edit it first since the page will remove it automatically.

 

Once done, you can post a new reply or update your previous comment. Then, either select the Photo icon or click the Choose File button to attach a screenshot. Please see the image below for your reference.

 

If you're looking for a way to make the template you've customized the default, this isn't an option. You can select the template and save the invoice. QuickBooks remembers the most recently used template and uses it when creating a new invoice.

 

Check out this article to guide you in creating a custom template for your forms: Use and customize form templates.

 

We'll keep an eye on your response, don't hesitate to post again. We're happy to help.

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

Oh sorry wait I send it 

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

17B8ED32-BFE8-45D9-BD25-A6FBD5E5A3B7.jpeg

 

07D25675-28C4-4126-AAED-0AA3415729F6.jpeg

 

iMe547
Level 1

How to delete invoice templates in QB desktop 2020

63B67193-8920-4184-B659-A15B34151E5C.jpeg

 

FEB17747-9411-4F5C-B278-F5EDA213EBC2.jpeg

 

Adrian_A
Moderator

How to delete invoice templates in QB desktop 2020

Thank you for the screenshots, iMe547.

 

It seems that you're trying to delete an original templated. Thus, the system prompted you with an error message.

 

As for making a manually created template a default one, this option is unavailable in QuickBooks Desktop. The system follows the format of the previous transactions. 

 

While this option is unavailable, I'd suggest sharing a feature request with our developer's team. Let me guide you with these steps:

 

  1. From the Help menu, select Send Feedback Online.
  2. Click Product Suggestion.
  3. On the Product Area section, choose Customers Sales.
  4. Enter a brief description of how you want to include a payment link in a customer statement.
  5. Select Send Feedback.
  6. Click Close Window.

 

I've also added these links that have detailed information on how to resolve errors when customizing templates and on how to maximize the functionality of QuickBooks Desktop:

 

 

You can always mention my name whenever you need help with customizing templates.

daynarp
Level 1

How to delete invoice templates in QB desktop 2020

I'm actually using QB desktop 2023 but it will not let me delete a template.  I receive a message telling me I have to make it inactive, which I did.  The problem is that when I print the invoice, it continually defaults to the inactive template which I made inactive.??? Can you help?

 

Mich_S
QuickBooks Team

How to delete invoice templates in QB desktop 2020

I appreciate you joining the thread and sharing details about your experience in deleting an invoice template in QuickBooks Desktop, @daynarp. Allow me to give you some ideas about it and walk you through what to do.

 

QuickBooks remembers the template that you previously used, then set it as default and use it for new invoices. This is likely the reason for it to still appear on your Invoice page even after deactivating it.

 

Although it's inactive, QuickBooks won't allow you to delete it given that it's used in at least one transaction. To prevent it from being displayed, you can choose to hide it instead. Allow me to demonstrate how to do this:

 

  1. Open the Lists menu and select Templates.
  2. If the deactivated template isn't displayed on the list yet, check the box for Include inactive.
  3. Locate it and do right-click, then select Delete Template. You'll get a pop-up afterward.
  4. Select Hide Inactive Templates to proceed. See the image below for reference:

 

 

It's also important to have an alternative template available to replace and assign for your transactions.

 

If you're all set with this, I've got some helpful articles you can explore about managing templates and fixing issues you may encounter when you use them:

 

 

Please keep in touch so I can help you further with invoices or QuickBooks in general. Take the best care!

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