We can open QuickBooks Online (QBO) using a private browser and then look into the list of templates if the Estimate you're just customized is set to default. There are times when regular browser stores cache files that cause unusual responses within the system. We can perform a few browser troubleshooting steps to isolate these kinds of issues, Jorcy. I think what maybe causing the problem is if you choose a template before you start filling in the invoice- in other words select the customer then select the template to use and I think next time you click on the invoice button it will use your default invoice.ĭon't bother upgrading to solve this problem they don't plan to fix this. One "default" for regular invoices and one for writing up a proposal and maybe one for estimates. I now have maybe 10 inactive custom templates and another 4 or 5 that are on that list. So what they need to do is write into the code an option to make a default custom invoice template so that when you click on the invoice button to type in an invoice it always brings up the template you want to use. I have had 3 or 4 versions of Quickbooks over the last 20 years I think my current version is 2015. You can do this from the invoice templates list. I have always had to make the "current default" inactive to solve the problem. I have had this "default" invoice template problem for at least 15years. Over the years I have checked these help blogs and found many others have the same problem. It seems that QuickBooks could easily fix this but they never have. The alphabetical list may be a part of the problem but my Invoice template is named "aaainvoice" but still this problem happens. Then my "Invoice" becomes the default again. My workaround is to rename my proposal template then delete the existing proposal template - or make it inactive. I want to be clear about this- it has never been resolved as far as I know. It happens sometimes not every time, only if I use the proposal template and next time I click "Save&New" or the toolbar icon.the default becomes my customized "proposal". This change of default happens maybe twice a year. Then every time I use it I have to switch the manually switch the proposal template back to an invoice template and if I am doing several invoices at once samr thing I have to switch each one back to "invoice" Randomly Quickbooks changes the default from my invoice template to my proposal template so when I start up Quickbooks and click on "invoice" icon on the toolbar the proposal template shows up and I have to make sure to change the template back to invoice before I send it out (they both look similar). I also have maybe 6 different custom templates like "Proposal" and "Estimate" templates that I use once in a while but my DEFAULT should be the Invoice template. When you click on the invoice icon on the toolbar your customized invoice pops up and you can fill it out- great. The problem I am having and I think other users are having is: It does everything I need and all the "updated" versions never seem much different. The 3 versions I have bought over the years were for Microsoft Windows (desktop) and the version I have now is 2015. This problem with Quickbooks has been going on for 20 years or more. Please reach out to me again if you have additional questions related to the templates, or other concerns with your account. If you're having issues with the template, you can check the solution in this link: Fix common issues when you use and customize templates. Here's a sample screenshot of the page where the settings is located: This is a web-based software where you use a web browser to log in to your account. On the other hand, the steps provided by Rebecca - Product Champion is for QuickBooks Online. For more customization, please feel free to read this article: Use and customize form templates. If you want to customize the template, you can go to the Lists menu and select Templates. Here's a sample screenshot for a visual reference: You can go to Customers > Create Invoices and review the current template selected. When you say QuickBooks 2019, do you mean that you have the desktop version of QuickBooks? If so, the program uses the last saved invoice template as the default for the next invoice. Thanks for joining in on this thread, countryclubdev.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |