United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
maintenancemarshall-sa
Level 1
posted
4 weeks ago
last updated ‎May 13, 2026 3:58 AM

My templates are not working but they are default

If I view them they perfect but if I send a quote or invoice its the normal plain one nothing I do helped

Reply
1 Comment 1
GebelAlaina_M
QuickBooks Team
QuickBooks Team
4 weeks ago

My templates are not working but they are default

In addition to verifying the template, make sure the Online delivery option is set to Online invoice rather than Plain text. This will help prevent transactions from displaying basic details once emailed. Here's how:

  1. Go to the Gear icon and select Account and settings.
  2. From the Sales tab, scroll down to the Online delivery section.
  3. Click the Pencil icon.
  4. Ensure the Online invoice is selected from the dropdown below the Additional email options for invoices.
  5. Select Save.


If everything is configured correctly, this behavior may be caused by accumulated browser cache or corrupted data. You can access your QuickBooks Online account in an incognito window or a different browser to determine if this is a browser-specific issue.

Let me know in the comments if you have other concerns. I’ll be glad to assist.

Reply