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PaulMcF
Oct 7, 2021 10:18 AM UTC
Question

in Desktop Pro 2021 how do i set a default invoice template?

I have several templates but the one i use least is the one that automatically loads when i go to create a new invoice; how do i get QB to automatically load the template I use the most?

1 reply

EmmaM
Oct 7, 2021 10:56 AM UTC

Hello Paul, While you're unable to change the default template, you need to select a different one before saving the invoice. Doing this will ensure you're using the correct template. setting up a default invoice template in QuickBooks Desktop (QBDT) is unavailable. The system will basically retain the template based on the last saved invoice.

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