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accounting477
Level 2

How do I change the default invoice form template?

I have created a new invoice template and I would like for it to be the default template instead of the Standard one that QB has.
1 Comment 1
jamespaul
Moderator

How do I change the default invoice form template?

Hello, accounting477.

 

You'll simply want to set your own custom template to default in the Custom form styles page. I'll definitely guide you on how to do this: 

 

  1. Go to the Gear icon, then select Custom form style again.
  2. Locate your template.
  3. Click the arrow icon under the ACTION column.
  4. Select Make default

 

makedef1.PNG

 

All of your invoices will now use that template by default. Need a reference on custom forms? This help content can shed more light on the feature: How to Customize Invoices in QuickBooks Online

 

If you're ready to create an invoice, this article can guide you through the Accounts Receivable process: Create invoices in QuickBooks Online

 

Please visit this thread again if you have more questions for QuickBooks Online. My team and I will get back to you and ensure your needs are taken care of. 

 

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