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June 15, 2024
Question

How do I get Quickbooks to use the correct invoice template (stopped using it after last update)

  • June 15, 2024
  • 1 reply
  • 0 views
We have very specific details on our invoice (and shows in the "default" templates) After the last update, we cannot get Quickbooks to use the correct invoice.

1 reply

June 15, 2024

Hi there, thank you for your post. I'll ensure that your QuickBooks Online is using the correct invoice template so you can proceed with your task.

 

Before we begin troubleshooting, please ensure that the invoice is set to the customized template instead of the modern one.

 

To do that, here's how:

 

  1. Open an invoice and go to Manage.
  2. Click on the Design dropdown.
  3. In the Other Templates section, choose the customized template.

 

If QuickBooks is still not using the customized template after this, I suggest performing some troubleshooting steps to fix the issue. Sometimes, numerous cached files can cause unusual browser behavior. Let's access your account through an incognito window to rule out the possibility of a webpage issue.

 

You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

Once you have opened the browser window, log in to your QuickBooks account and check if it works. If it is, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally.

 

Additionally, you can use other devices and supported browsers to ensure everything works as expected.

 

Furthermore, I'll share these articles that will help you learn more about managing invoices and bills in QBO:

 

 

Drop your questions below if you have other concerns about managing your invoices in QBO. If you require assistance with your other entries or any QuickBooks-related concerns, feel free to reach out, and I'll be glad to help.