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I am trying to create different invoice templates, but when I change the information in one template, it also changes other templates. So basically it isn't a template. Any idea how to save them and keep them from changing?
Welcome to Community, @tinabart.
Let me share with you some insights about creating an invoice template in QuickBooks Desktop (QBDT).
In QuickBooks when you change a template, it'll also affect the rest of the existing templates. QuickBooks Desktop allows you to upload invoice templates made from scratch using Microsoft Word, this is known as the 'Import Styles' feature.
Here's how you can import an invoice template:
1. Go to the Lists menu, and choose Templates.
2. Click the Templates drop-down arrow, then select Import.
3. Look for the file, then click Open.
I've also added this link about customizing templates in QBDT: Use and customize form templates.
Please feel free to come back in if you have further questions about the invoice template in QBDT, I'd be here to help.
Hi, @tinabart.
Hope you're doing great. I wanted to see how everything is going about the invoice template you had yesterday. 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 any time.
Looking forward to your reply. Have a pleasant day ahead!
Your response doesn't actually answer the question or provided relevant information
did you find an answer to this issue? I am having same issue
Hi there, PanthoenAdmin.
Thank you for visiting the QuickBooks Community. Please know that we aim to deliver customer satisfaction at all times and fix an issue as soon as possible. With this, may I know more details about the template you're trying to change? Or screenshots of it before and after the changes? I appreciate any further info so I can provide an accurate solution.
For now, you may refer to this article to see various different template issues that you might encounter and how to fix them: Fix common issues when you use and customize templates.
Don't hesitate to click the Reply button below and add extra details about your concern, PanthoenAdmin. I'm always here to help. Have a great day!
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