estimate template customization

You’ve finally visited us, @Pocono. I’m here to share information on how form templates work in QuickBooks Desktop.

When using a customized estimate, the setting will apply to the new form. Formatting will only update once you change the template manually. QuickBooks has a sticky feature that remembers the previous information and designs when creating transactions.

You can select the template you want to utilize to get rid of the previous customization. Here's how:

1. On the Create Estimate window, go to the Template dropdown.
2. Select the correct template.
3. Enter the needed details, then press Save & Close.
   

If you need information about customizing templates and their troubleshooting instructions, these resources can guide you through:

• Use and customize form templates
• Fix common issues when you use and customize templates

I’m always here to answer any questions you may have. Just don’t hesitate to fire off an email. Have a good day!