Level 1

Can a user be set to use a default invoice template?

Can a user be set to default to an invoice template? So anytime that user created an invoice it always uses the invoice template assigned to that user?



QuickBooks Team

Manage customers and income

Hi JayGun,


We currently don't support automatic assignment of custom form templates to specific customers. I recommend leaving feedback from within QuickBooks Online to ensure that the Product Team knows that there is a demand for this feature.


To give feedback:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.