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March 20, 2026
Solved

Even though my estimates are set to default if a custom template, they are generic.

  • March 20, 2026
  • 2 replies
  • 11 views
No text available
Best answer by Jessavell_A

Hi there, @kbm-marineservices. To resolve the unusual behavior you're experiencing, you can delete your custom template and create a new one from scratch.

 

From the Custom form styles page, locate your current template and click the dropdown menu to select Delete. Next, create a new one and set it as default as you would normally do.

 

Next, navigate to the Estimate page and check the Design dropdown in the right panel to confirm that your new default custom template is selected.

 

If it is still not set as the default, the issue might be related to your browser. Perform a quick refresh by pressing Ctrl + F5 (Windows) or Cmd + Shift + R (Mac) to reload the page from scratch.

 

If the issue persists, consider using a different supported web browser or accessing your account in Incognito/Private mode. This can help clear any cookies or extensions that might be interfering with how the Estimate page displays.

 

If you have any further questions, please don’t hesitate to revisit this thread.

2 replies

QuickBooks Team
March 20, 2026

Hi there, @kbm-marineservices. To resolve the unusual behavior you're experiencing, you can delete your custom template and create a new one from scratch.

 

From the Custom form styles page, locate your current template and click the dropdown menu to select Delete. Next, create a new one and set it as default as you would normally do.

 

Next, navigate to the Estimate page and check the Design dropdown in the right panel to confirm that your new default custom template is selected.

 

If it is still not set as the default, the issue might be related to your browser. Perform a quick refresh by pressing Ctrl + F5 (Windows) or Cmd + Shift + R (Mac) to reload the page from scratch.

 

If the issue persists, consider using a different supported web browser or accessing your account in Incognito/Private mode. This can help clear any cookies or extensions that might be interfering with how the Estimate page displays.

 

If you have any further questions, please don’t hesitate to revisit this thread.

QuickBooks Team
March 24, 2026

Hi @kbm-marineservices,

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

 

We’ll be glad to assist further if needed.