How To Make An Invoice Template Default In Quickbooks

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Hi, in order to set your custom invoice template as the default:. Locate the desired template and choose the drop down arrow; You will notice the form type change to show (default). If you are wanting to select the template as a one off you can do this from the invoice by selecting.

Click the new icon (+). From the bottom portion of the create invoice window, click the customize link. Select the invoice template you want to use. Enter the invoice details. Click the save and close button. Once you've created an invoice template, the next step is to create a new invoice using this template. When you use the new template, quickbooks will then generate this form for every invoice until you change it again. Here's how you can see your templates: Go to lists at the top of your quickbooks account.