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How can I make my custom invoice template the default template? I made all of the other invoices inactive, presumably leaving only mine. it does not work. I need mine.

i have been trying repeatedly to make my custom invoice the default template when I print invoices, but the system defaults back to the Intuit invoice, even though I made that invoice inactive.  I really need specific information on my invoice and QuickBooks is not letting me do this.  

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Best answer 12-10-2018

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Established Community Backer ***

QB operates in a sticky mode.  You select the template an...

QB operates in a sticky mode.  You select the template and save the invoice, the next time you open an invoice QB remembers the template last used and loads that template for the new invoice

There is no default setting you can make for a template

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Highlighted
Established Community Backer ***

QB operates in a sticky mode.  You select the template an...

QB operates in a sticky mode.  You select the template and save the invoice, the next time you open an invoice QB remembers the template last used and loads that template for the new invoice

There is no default setting you can make for a template

View solution in original post

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This "used" to work for me.  Recently, I had to edit a te...

This "used" to work for me.  Recently, I had to edit a template that isn't used very often.  Now, I have to switch back to my "normal" invoice for every new invoice.  I'll click Save and New, and the odd ball one comes back up, haunting me.

I vaguely remember this happening a long time ago.  I believe I had to copy the odd one, edit it to make it the normal one and rename it.  And delete my old "normal" one.
Also happened around the same time our Company address would get mysteriously changed.   And recently having that problem again too.  Hmmm.

Any thing change that would cause the sticky mode to not work?
QB desktop pro plus 2018
Established Community Backer ***

not that I am aware of, but when QB gets wonky, In Deskto...

not that I am aware of, but when QB gets wonky, In Desktop, back up the file then use the main menu File>Utilities>Rebuild and  run it as many times as necessary (but at least 3 times) until it completes, then run verify (if there are still errors run rebuild again), then close QB and re-open it and see if it helped
Not applicable

In Quickbooks Online, you can go to Lists > Custom form s...

In Quickbooks Online, you can go to Lists > Custom form styles. Beside each form is a drop down box. Select "Make Default".
Super Explorer *

To add to Rustlers answer, are you looking at an invoice...

To add to Rustlers answer, are you looking at an invoice you already had made? QB's will always show the template that particular invoice was last saved with, even if you later make that template inactive. But if you open a new invoice, only your active templates should show up in the dropdown list, so if you make all others inactive, only the active one should show up.

Established Community Backer ***

"Also happened around the same time our Company address w...

"Also happened around the same time our Company address would get mysteriously changed.   And recently having that problem again too."

The interim updates often result in the loss of address fields. I finally Hardcoded the company address on the templates, instead of pulling from the Company Info fields; now you Never lose that info, again.


Not applicable

This happens to me too - I use a couple different invoice...

This happens to me too - I use a couple different invoices but one is more frequently and I have to change it every single time as it does not open in the last type of invoice used.
Not applicable

Re: In Quickbooks Online, you can go to Lists > Custom form s...

I was having the same problem and when I looked online, I found Custom Form Style under Your Company, not under Lists. But thanks, I couldn't figure out what to do until I saw your post.   

Moderator

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hi there aim2win23,

 

I'm happy to see you here in the Community.

 

I can add some insights about the sales form templates in QuickBooks Online and QuickBooks Desktop.

 

In QuickBooks Desktop, you can find the templates after clicking the Lists menu at the top menu bar (refer to the first screenshot). This article will give you more details about the templates: Use and customize form templates.

 

image.png

 

While the form styles in QuickBooks Online can be found by clicking the Gear icon and selecting Custom Form Styles under the Your Company column (see the second screenshot). For more details, check out this article: How to customize invoices, estimates, and sales receipts.

 

image.png

 

That should do it. If you have other questions, I'm happy to answer it for you. Just post it here as a comment and I'll take a look at it. Have a good one.

Frequent Explorer *

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Precious B,

Did you read the question and does the link you provided give the answer?

Moderator

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hello JonLee,

 

Are you also trying to make a form style as the default template in QuickBooks Desktop?

 

If so, as mentioned by our Established Community Backers above, we are unable to make a default template in QuickBooks Desktop. It works in a sticky mode wherein the last template used will be applied to the next invoice. The template will only change once you select a new one.

 

Check out the links I've shared above for more details about invoice templates.

 

I'd be delighted to answer other questions should you have any. Cheering you to continued prosperity.

Not applicable

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hi,

 

We have a custom invoice made by our graphic designer that we would like to use through QB. Is that an option? Would it work best with the desktop version? I attached an example of our invoice.

QuickBooks Team

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hello there, @velourstattoo.

 

You'll be happy to know that you can customize your invoice and make it look similar with the custom invoice made by your graphic designer.

 

You can utilize the Layout Designer option to make your own template. But before doing so, you'll need to check the available details that can be included in the template.

 

Here's how:

 

  1. Go to the Lists menu.
  2. Choose Templates.
  3. On the page, click the drop-down button beside Templates.
  4. Select New, then choose the Template Type.
  5. Hit OK.
  6. Then to check the available details, click Additional Customization.
  7. Click Layout Designer.
  8. On the Layout Designer - Customer Estimate page, you can create your own template manually.
  9. Once done, hit OK to save the template.

I've got you an article for your reference: Use and Customize Form Templates.

 

Fill me in if you have any other questions about customizing form templates. I'll be always around to help.

Community Explorer **

Re: In Quickbooks Online, you can go to Lists > Custom form s...

When I go to different form styles nothing shows.

Moderator

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hey there, barbatrapid.

You've got me here to help share some steps in showing different form styles in QuickBooks Desktop.

 

If you're using QuickBooks Desktop, verifying and rebuilding your data is a good start when it comes to fixing forms-related issues.

 

To Verify Data:

 

  1. Choose Window at the top, then Close All.
  2. Choose File.
  3. Click on Utilities.
  4. Choose Verify Data.

To Rebuild Data:

  1. Choose File.
  2. Click on Utilities.
  3. Click Rebuild Data.
  4. You will receive a warning message to backup your company file, press OK.
  5. Click OK when you get the message "Rebuild has completed".

You can get more details in this article: https://quickbooks.intuit.com/community/Help-Articles/Resolve-data-damage-on-your-company-file/m-p/2....

 

If you're using QuickBooks Online, you may want to enable the pop-up window option to show the different form styles. The following article provides detailed steps and information: Enable pop-ups for QuickBooks Online resource hub.

 

Please get back to me if you continue to get the same results so I can look further into this. I want to make sure you'll be able to see all the forms in QuickBooks.

Not applicable

Re: In Quickbooks Online, you can go to Lists > Custom form s...

I created a customized template, saved it and choose it from the dropdown list of options.  Although the dropdown title is correct, the template looks like the standard template I used to use.  I tried deleting all the other invoice templates I no longer wish to use, leaving the customized template as the only option (which looks fine when I look at it under managed templates), but it still reverts to the old-style template, only under the new title.

I also ran the verify and rebuild data functions; all is well there.   Any other suggestions?  Thanks so much!

Moderator

Re: In Quickbooks Online, you can go to Lists > Custom form s...

Hi Mrsrzig,


You have already performed the troubleshooting steps to fix damage components  (making the template to reverts to its old-style template) in QuickBooks.

 

Since none of them worked, let's get this escalated to our QuickBooks Phone Support Team. They have the tools to get this invoice template fixed.

 

Here's how you can reach us directly:

  1. Click on the Help menu.
  2. Select QuickBooks Desktop Help
  3. Click on QuickBooks support.
  4. Select Features: Reports. Invoices, etc
  5. Click on Start a Message.

In case you need more help with managing customer transactions, please click here and select QuickBooks Desktop from the drop-down option.

 

You are always welcome to post more questions about QuickBooks. 

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