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mll12
Level 1

I am trying to customize the sales receipt template, and even though the template shows my changes, they are not there when I create a new receipt using that template.

 
Solved
Best answer July 30, 2022

Best Answers
Rose-A
Moderator

I am trying to customize the sales receipt template, and even though the template shows my changes, they are not there when I create a new receipt using that template.

Let me help you go over your sales receipt and ensure you're using the customized template,  megan-lehrkamp-g.

 

To get this sorted out, let's ensure to make the customized sales receipt as the default template. Here's how:

 

  1. Click the Gear icon at the upper-right corner and choose Custom form styles.
  2. Locate the customized Sales Receipt and click the drop-down arrow beside Edit.
  3. Select Make default.

 

Once done, we can see the changes on the template when we create a new sales receipt transaction.

 

For our reference, you can take a look at this article to help guide us with utilizing sales forms in QuickBooks Online as well as on what other information we can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, we can visit the following write-up: Sales and customers. This will provide us with links on how to manage company income as well as resources about other sales-related concerns.

 

I'm only a post away if I can be of additional assistance or if you need more help with customizing QuickBooks templates. I'm always here to keep helping. Have a great rest of your day, megan-lehrkamp-g!

View solution in original post

1 Comment 1
Rose-A
Moderator

I am trying to customize the sales receipt template, and even though the template shows my changes, they are not there when I create a new receipt using that template.

Let me help you go over your sales receipt and ensure you're using the customized template,  megan-lehrkamp-g.

 

To get this sorted out, let's ensure to make the customized sales receipt as the default template. Here's how:

 

  1. Click the Gear icon at the upper-right corner and choose Custom form styles.
  2. Locate the customized Sales Receipt and click the drop-down arrow beside Edit.
  3. Select Make default.

 

Once done, we can see the changes on the template when we create a new sales receipt transaction.

 

For our reference, you can take a look at this article to help guide us with utilizing sales forms in QuickBooks Online as well as on what other information we can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, we can visit the following write-up: Sales and customers. This will provide us with links on how to manage company income as well as resources about other sales-related concerns.

 

I'm only a post away if I can be of additional assistance or if you need more help with customizing QuickBooks templates. I'm always here to keep helping. Have a great rest of your day, megan-lehrkamp-g!

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