Skip to main content
July 30, 2022
Solved

I am trying to customize the sales receipt template, and even though the template shows my changes, they are not there when I create a new receipt using that template.

  • July 30, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Rose-A

Let me help you go over your sales receipt and ensure you're using the customized template,  megan-lehrkamp-g.

 

To get this sorted out, let's ensure to make the customized sales receipt as the default template. Here's how:

 

  1. Click the Gear icon at the upper-right corner and choose Custom form styles.
  2. Locate the customized Sales Receipt and click the drop-down arrow beside Edit.
  3. Select Make default.

 

Once done, we can see the changes on the template when we create a new sales receipt transaction.

 

For our reference, you can take a look at this article to help guide us with utilizing sales forms in QuickBooks Online as well as on what other information we can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, we can visit the following write-up: Sales and customers. This will provide us with links on how to manage company income as well as resources about other sales-related concerns.

 

I'm only a post away if I can be of additional assistance or if you need more help with customizing QuickBooks templates. I'm always here to keep helping. Have a great rest of your day, megan-lehrkamp-g!

1 reply

Rose-A
Rose-AAnswer
July 30, 2022

Let me help you go over your sales receipt and ensure you're using the customized template,  megan-lehrkamp-g.

 

To get this sorted out, let's ensure to make the customized sales receipt as the default template. Here's how:

 

  1. Click the Gear icon at the upper-right corner and choose Custom form styles.
  2. Locate the customized Sales Receipt and click the drop-down arrow beside Edit.
  3. Select Make default.

 

Once done, we can see the changes on the template when we create a new sales receipt transaction.

 

For our reference, you can take a look at this article to help guide us with utilizing sales forms in QuickBooks Online as well as on what other information we can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, we can visit the following write-up: Sales and customers. This will provide us with links on how to manage company income as well as resources about other sales-related concerns.

 

I'm only a post away if I can be of additional assistance or if you need more help with customizing QuickBooks templates. I'm always here to keep helping. Have a great rest of your day, megan-lehrkamp-g!