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1 reply

Level 9
May 27, 2021

Hello @Dinostan,

 

In QuickBooks Online, you'll have to select the invoice template you've created as the default form style aside from customising it base on your business needs. Let me walk you through the steps on how you can accomplish this.

 

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom Form Styles.
  3. Select the invoice template you've created.
  4. On the ACTION column, select the Edit menu.
  5. Click Make Default.

 

However, if you can confirm the same template is already selected as your default form style, let's consider logging in to your QB account using a private browser to isolate this issue. To do so:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.

 

Additionally, I've also included this reference helpful with a compilation of articles you can use while working with us: Browse all articles for your QuickBooks product.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!