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.

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.

"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.

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.   

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.

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.

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.

Precious B,

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

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.

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.

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.

When I go to different form styles nothing shows.

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.

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!

I beg to differ... I keep setting the invoice template to the custom one I made up (copy of: Intuit Quickbooks Product Invoice) but when I go to do my next invoice it is back to the original (Intuit Quickbooks Product Invoice). I keep hearing how it is supposed to "stick" to the template used last time. It does not. At least it does not on this fresh install of QB Pro 2020 on this fresh HP 8570p laptop. Yes it did "stick" on the previous QB desktop version I was using but not with this 2020 Pro. The "sticky" is not very sticky... Please explain what I need to do! Thanks in advance, Dave

Hello, @Impax.

When you use a template on an invoice and you create another invoice, that template should stay unless you change the template.

In case, the new template doesn't show when you create another invoice, you may have a damaged template.

You can try to recreate the template to resolve the error you’re having. 

Check this article for more information: Fix common issues when you use and customize templates. 

Let me know if there's anything that I can help you with. I'm always here to assist. Have a wonderful day!

Hello MaryJoyD,

I went to the link you provided but can find nothing about the "sticky" issue.

Kind regards,

Dave

Thanks or getting back to this thread, @Impax.

Allow me to share information about customizing a template, so you'll be able to use it without going back to the original form.

You’ll have to set the template as default in order to apply this to the following invoices. Let me show the steps:

1. From the Customers menu, choose Create Invoices.
2. Click Formatting.
3. Select Manage Templates.
4. Choose and select the template you created.
5. Click OK then OK.

For additional details about customization, you can check this article: Use and customize form templates.

I’ve also attached a link that contains basic information about running a report and its features: Customize reports in QuickBooks Desktop.

This should get you in the right way, Dave. Take care. 

Hello MaryJoyD,

I went to the link you provided but can find nothing about the "sticky" issue.

Kind regards,

Dave

Hello MadelynC,

The default button changes my custom invoice I created back to a default design :(

thank you! This helped!