I see others are not having the notes portion of their time sheets transfer to the invoice (and maybe its QB for Mac that has this issue). I use QB desktop for ...
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 a...
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 sugg...
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, s...
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, a...