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Level 2

Estimate and Invoice custom templates are set to default but then when creating an estimate and invoice they revert back to the standard template

 
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QuickBooks Team

Estimate and Invoice custom templates are set to default but then when creating an estimate and invoice they revert back to the standard template

Thanks for sharing your concerns here in the Community, @userawolff. I understand you'll want to use your default estimates and invoice templates. 

 

Stored browsing data somehow causes unusual behavior to your browser that affects the views and performance of your QBO experience.

 

We can confirm if this issue is due to a piled-up cache from the browser by logging in to QuickBooks using a private or incognito window. Here are the keyboard shortcuts to get started:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P 

 

If you can create an invoice or estimates with the default template, then you'll need to clear your regular browser's cache to remove all the stored data and make your browser to function efficiently. 

 

Otherwise, I'd recommend using another supported browsers for a much better experience.

 

Alternatively, you'll want to scroll down to the bottom of the invoice or estimate page. Then, select Customize. From there, you can choose the right template that suits your customer. 

 

You can also read through these articles in case you'll need some easy steps on converting an estimate to an invoice, splitting an estimate into invoices, or invoicing customers for partial payments with the use of progress invoicing:

 

 

 I'd be glad to answer your next post here in the Community, @userawolff. Visit us more often and check with us if you have additional concerns. 

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Level 2

Estimate and Invoice custom templates are set to default but then when creating an estimate and invoice they revert back to the standard template

Hello. I've walked through the steps you mentioned and whenever I go to create an invoice or estimate it does not populate the template with my customized version. I cleared the cache and I tried a different browser. Neither worked. Please advise. I'm planning to get in touch with customer support tomorrow if we are unable to figure this way as I need to send the information out tomorrow. I'm sure it is my oversight as I am new to quickbooks. Thanks!

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QuickBooks Team
QuickBooks Team

Estimate and Invoice custom templates are set to default but then when creating an estimate and invoice they revert back to the standard template

This is not the impression we want you to experience when using QuickBooks Online (QBO), userawolff.

 

I know going through multiple troubleshooting steps and not having any of them work can be a real pain, especially when you have more important things to be doing. QuickBooks creates a standard template based on the first custom template you create. In this case, let's try setting one of your custom templates as the default one. Here's how:

  1. Click the Gear icon on the top menu.
  2. Select Custom Form Styles.
  3. Find your template.
  4. Tick the Edit drop-down in the Action column.
  5. Choose Make default.

If the same thing happens, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users. They'll also send you an email notification once there's an update on this issue. Our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. You can check out our support hours and types for more details about this one.  Here's how to reach them: 

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call.

Visit our QBO Help Articles page for more insights about running your business in your account.

 

The Community will always have your back if you have additional concerns in QBO. Assistance is just one post away. You have a good one. 

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