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Clark_B
QuickBooks Team

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It's nice to see you here in the Community, @libertydale.

 

I'd be glad to help you make your custom payment receipt template default for all future payments in QuickBooks Desktop (QBDT).

 

To change your template for previously received payments to the new custom template. Here's how:

 

  1. Go to the Edit menu, and click Preferences.
  2. Locate the Payments and then click it.
  3. Select Company Preferences.
  4. In the drop-down menu of Set a Payment Receipt Template for email/print, select the New Payment Receipt Template.
  5. Select OK.

 

After changing it, Go to Receive Payments and then check the Formatting if it changed to default.

 

I'll add this article to guide you create custom templates for forms: Use and customize form templates.

 

Please let me know if you need additional help with the steps I've provided above on changing the template to default. I'm always here to help. Have a good one and stay safe.

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