How can I create a new receipt template without affecting the content on all existing form templates? Content was changed on all existing receipt and invoices.

Hi bcschoolsports,

It's great to see you reaching out to Community.  As you've mentioned, changes to your current receipt template have impacted all forms.  In QuickBooks Online you can add, edit and customize your invoices, estimates and sales receipts seamlessly.  Keep in mind that any changes made to the default form will cause the noted behavior you've described.  I'd be happy to assist you with creating a new template for your receipts.

Here's how to start a new template:

1. Go to the Gear ⚙ in the top right and then select Custom Form Styles

2. Choose New Style

3. Select a sales form type

4. Open the Design tab

5. Enter your template a name

6. Select Dive in with a template to choose a layout
7. Click on Make logo edits to upload your logo

8. Choose your color scheme and fonts

9. Select When in doubt, print it out to adjust the margins

10. Review the form and hit Done when ready.

In addition, when you make a new transaction, QuickBooks uses your default template.  Although you can select a specific template directly from the form by following these steps:

1. Create or open an existing invoice, sales receipt, or estimate

2. Hit Customize in the footer

3. Choose your template from the list

You're all set!

Here's a helpful article to help you customize forms in QuickBooks Online.

Please don't hesitate to reach back out if you have any other questions.  We're here to help!

I have a further question on this.  Can I not take my custom template, rename it, save it, and then make changes to it without it affecting other templates?  This way I do not have to start from scratch as we spent quite a bit of time creating our template.

Thank you