cancel
Showing results for 
Search instead for 
Did you mean: 
kingwoodcleaning
Level 1

My office helper made 1200 templets for each invoice she made to my customers how do I delete the templets and get it back to my original templet???? help

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

My office helper made 1200 templets for each invoice she made to my customers how do I delete the templets and get it back to my original templet???? help

Thanks for visiting the Community today, kingwoodcleaning.


I’ll guide you on how to delete the templates and keep the original invoice Let’s go to the Custom form styles page and remove each custom invoice one at a time.


Here’s how:

 

  1. In your company, tap the Gear icon in the upper right and choose Custom form styles.
  2. This will take you to a page that lists all templates created in QuickBooks Online (QBO).
  3. From there, select the one you wish to remove.
  4. Then click the Edit link under the Action column and pick the Delete menu.delete invoice.png
  5. A pop-up window will show up informing about the action.
  6. Choose the appropriate answer to complete the deletion.

 

After performing these steps, you can start using the original invoice and send it to your customers.  Also, you have the option to set it as the default template.

 

To do this, follow the steps in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. Then go directly to Step 6: Select and use a template for invoices, sales receipts, or estimates.


For future reference, here’s a link that will help you decide when to: Void or delete transactions in QuickBooks Online. It includes instructions on how to delete an invoice or expense.


Feel free to visit the Community again if you have other sales forms related concerns. I’m more than glad to lend a helping hand. Have a great weekend.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us