This solution does not work for me.  Every time I convert an estimate into an invoice it reverts to the old invoice template.  I then have to select: Formatting --> Manage Templates --> and select the new template.

The next time I convert an estimate to an invoice I have to go through this process all over again.

There has to be a way to set the newly created invoice as a default.  In this day an age something like this shouldn't be so complicated. 

Is it also possible with QuickBooks Online? We developed an App, and the client just did the OAuth process, and we made a simple call like:

/v3/company/XXXXX/companyinfo/XXXXXX

and they are complaining about new invoice templates/styles and some configuration changes.

Is that possible?

I appreciate you for joining in this thread, @lucheol. Let me route you to our Intuit Developer support.

They are skillful in handling integration like Application Program Interface (API), developments, and other related concerns. They can check to fix the error message you're getting and help you resolve them.

I'll walk you through the steps to reach out to them:

1. Go to Intuit Developer support and log in to your Intuit account.
2. Select QuickBooks Online under the What do you need help with? section.
3. Click Ask a Question and enter the details of your concern.
4. Select Post a question. 

Just like in the Community, your post will be displayed in the form and anyone with knowledge or idea about will join the conversation.

Additionally, you can personalize and add specific info to your invoice and other form styles in QuickBooks Online. To know more about it, you can check out the detailed steps in this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let me know in the comment section if you have follow-up questions about invoice templates or any QuickBooks concerns. I'm willing to answer them. Have a wonderful day!

This is a serious QB weakness. There are many & I'm beginning to regret using it.

This doesn't work

I always invoice using a custom template, but suddenly when invoicing I get the QB default invoice template even if the template selection indicates my own custom template. The custom template is still in existence, but when I select it in the invoice menu, I only get the QB default under the template name.

This is a new problem, when I invoiced in late December all was well.

What is wrong and how can be fixed?

Hello there, @Jorge120. I'm here to help ensure you'll be able to select your custom template when creating an invoice in QuickBooks Desktop (QBDT).

To fix this, we can recreate the custom template. This may have been damaged. Here's how:

1. In your QBDT account, navigate to the Lists menu and select Templates.
2. Then, click the Templates arrow and choose New.
3. Select Invoice.
4. Customize the template and click OK when done.

When finished, create an invoice again and select the customized template. For more information, please check out this link: Use and customize form templates. 

On the other hand, if you have created a backup copy of your file at the time the customized template is functional, you can restore it. 

For reference about the process, please read this article: Fix common issues when you use and customize templates. 

I've added this helpful resource to further guide you in handling customer transactions in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.

I'm always around the corner if you have any other concerns about using your custom templates. Don't hesitate to leave a reply below. Have a good one and take care. 

I went to Lists/Templates and selected the Invoice template I want as the default, right clicked and chose Open Form.  After I did this, it switched back to the default.  Quickbooks can be frustrating.  Anyone else heard they are doing away with Quickbooks desktop and forcing everyone to online subscriptions?  There's a rumor about this.

Hello there, daquinomonaco.

I can see how this unexpected behavior has kept you from using the correct invoice template. We'll have to download the latest maintenance release of the desktop program to get the latest features, and improvements, as well as apply critical fixes. Let me assist you with how to carry out the steps:

1. In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop.
2. Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
3. Click the Get Updates button and then press OK to continue.
4. Once done, close and reopen your QuickBooks to kick off the installation.

Here's an article that goes over how to install and uninstall the update in detail: QuickBooks Desktop to the latest release.

Next, return to the Template screen and select the sales form you want to use. If it reverts to the default, use the Verify and Rebuild Data Utilities to repair any damaged data or sales form templates.  Make sure to create a backup copy of the company file before performing the troubleshooting steps to prevent accidental loss.

You can also bookmark the following link in your browser for future reference: Self-help articles. It includes a list of topics that will help you manage customer payments, handle refunds or credits, and perform other sales-related tasks.

Feel free to visit the Community again if you have other QuickBooks concerns or additional questions about invoices. I'll get back to you as soon as I can and respond to them, daquinomonaco.

I just found the solution to the problem Quickbooks "supposed to be" staff are not able to answer.

I had the same problem recently when I change template for a shipment, then after when I was doing a new invoice it wasn't returning to my usual template.

So here is how to do.

Let's say you have  "Template 1" and "Template 2".

If you want the "Template 2" to turn as default, you'll have to first save your invoice with "Template 1", then switch to "Template 2" and save again. Then next "new" invoice you'll do will directly with "Template 2".

But you'll need to first create and save the invoice with "Template 1".
If you just switch directly to "Template 2" when you create a new invoice and you register like that it won't work. You need to register a first time with the template you don't want. And then it works like a charm.

Quickbook team, will you be one day able to answer the question asked ? Everytime the answer you give is not what asked.

Thank you for sharing this information.  That worked for me but it's a bit ridiculous that there's not an option to make a particular Invoice template as a default.

This is the only method (the saving under wrong template and then saving under the desired template) that worked for me today, after trying the other recommendations.

I am using Quickbooks Desktop Pro Plus 2024.

Thank you