My question is why has it been over a year and Quickbooks still has not resolved this issue. I have filed numerous complaints on the same exact problem and the only thing they continually tell me is that you are on the list of effected. However if they are working on the same issue for over a year now it seems to me that the need new engineers to resolve the problem exponentially. They don't seem to have a problem withdrawing the monthly fee on my account on a regular basis, but it's been a year they still can not resolve this issue. Currently looking for a new means of sending invoices and discontinuing my account.

I appreciate you for voicing out your feedback, @dentsalvation.

This is not the experience that we want you to have. Updates about the investigation on the issue with customized invoice templates were closed as resolved. Also, fix are directly applied to your account. You'll also be notified about it via email.

Let's ensure to assign the invoice that you want to use as the default custom invoice style before creating an invoice. Here's how:

1. Go to the Gear Icon.
2. Choose the Custom Form Style.
3. Locate the invoice template you want to use.
4. From the Action column, click the drop-down menu.
5. Select Make 

Feel free to leave a post below if you have other questions. 

I have created updated custom templates that match each other on QB desktop so that when I create invoices from estimates, they should look the same. However, all invoices created from estimates revert back to an old template that I no longer want to use.  I see this issue is a problem for many here, although all of the suggestions and most of the posters are using QB online version.  I'm not. 

If I go to my templates list and click each of them open, they all look correct.  It's when I create an invoice that it is reverting to an old template that shouldn't even exist with all the changes I made. 

Will this be resolved soon?  I have applied all updates to my version of QB (Desktop Pro 2019).

Also-- addendum to my above message:  When I use the help feature to figure out how to duplicate templates, the instructions tell me to go to lists, templates, select the one I want to duplicate, right click and then select "duplicate" from the drop down menu, then select the template I want top apply it to.  Except the word "duplicate" is not in my drop down list, anywhere..... 

Very frustrating. 

Hello there, @B Johnson. 

Thanks for joining in this conversation. I appreciate the detailed information you've shared. 

Your data file may be damaged this why the Duplicate isn't showing in the drop-down selection and the cause why the changes you've made in the invoice template reverts to the old one. 

Let's fix this by running the Verify and Rebuild Utility Tool.  

Rebuild Data:

1. Go to the File menu.
2. Choose Utilities, then select Rebuild Data.
3. Select OK on the QuickBooks Information window.
4. Follow the prompt to save a backup.
5. When you see Rebuild has completed, click OK.

Verify Data:

1. Go to the File menu.
2. Choose Utilities, then select Verify Data.
3. If you see QuickBooks detected no problem with your data, click OK. You can continue using the company file.
4. If Verify finds an issue with your data, click Rebuild Now or View Errors.
5. Once done fixing the data, select Close.

Check out the following article for more detailed information: Resolve data damage on your company file. 

For future reference, you may check this article: Use and customize form templates. It also includes steps to importing and exporting customized templates in QuickBooks Desktop. 

Please let me know if you have other concerns. I'm always around to help.

My issue has more to do with progress invoicing itself, not the template.  I'm trying to invoice for a dollar amount and it usually lets me say how much and it automatically adjusts each item.  It appears to not be connected to the invoice any longer. Any ideas? 

Thanks for sharing the details with me, @bsslayton3.

Let’s perform some troubleshooting steps to isolate this issue. I recommend deleting and recreating your progress invoice template. Let me show you how.

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the Gear icon and select Custom form styles.
3. Locate the progress invoicing template and select Delete from the Edit drop-down menu.
4. Then create a new progress invoicing template again.

You can also refer to this article for more details in creating a progress invoice template in QBO: Set up and send progress invoices in QuickBooks Online.

However, if you’re using QuickBooks Desktop (QBDT) software, you’ll want to follow the troubleshooting steps provided by my colleague katherinejoyceO above.

I also have here articles that you can read for reference in case you’ll need to accept online payments in your QuickBooks account:

• Process a credit card payment in QuickBooks Online
• Receive and process payments in QuickBooks Desktop

If there’s anything else you need help with your progress invoicing template, please let me know by leaving a reply in this thread. I’ll be more than to help you out again. Keep safe.

I tried your solution; all data verified and updated with no issues, but I still revert to an old template when converting estimates to invoices.  Any other suggestions?

I figured out why my estimate was reverting to an old invoice template-- it hadn't been made inactive.  Once I did that, the estimates are now going to the one active invoice template which is the correct, updated one.  For others with this issue, check to see if you have older format templates that have not been made inactive (lists, templates, and see if you have more than one version of templates still active.  Deactivate the one you want to "kill off."  Hope it works for others.  Surprised this simple fix has not occurred to QB to suggest.

My Invoices say “Estimate” instead of “Invoice”

Hi there, palmer2022.

Thanks for reaching out to the Community. The invoice form name may be set to "estimate". I can help you change that to fix the issue. 

Here's how:

1. Log in to your QuickBooks Online account.
2. Please go to the gear icon
3. Click on custom form styles.
4. On the right side of the form you’ve created, click edit.
5. In the content section, please look for form names.
6. Change the name from estimate to invoice.
7. Click Done.

You can also refer to this article if you need help in converting estimates to invoices: Convert an estimate into an invoice in QuickBooks Online. Note that converting estimates to invoices differs depending on whether you have the new or old experience of estimates and invoices.

Please let me know if there’s anything you need help with. We’re always here to assist. Take care always!

This is costing me business i dont have my same template to use for estimates and invoicing