I have customised my layouts for invoices etc but quickbooks wont use them, even though I have set them to default. Can anyone please help me with this problem?

I've got the necessary fixes to help you resolve and utilize the default customised invoice template when managing sales transactions in your account, leesuklogisticsl.

If these customised forms were set as a default invoice form type from the Custom form styles center, you'll want to ensure you're using the correct default template design when creating your invoices. To do this:

1. Go to the +New icon and select Invoices.
2. Click Manage from the top menu section.
3. Under the Design tab, choose the options from the Recommended template or Other template.
4. To manage default layouts, select the specific template and click Manage or Make default.
5. Once done, enter all necessary details on your invoices. Then, click Save and Close.

However, if the issue persists even after ensuring the inputs above, I suggest opening your QuickBooks Online account in a private window to make sure the program runs seamlessly without storing cached data. You may use these keyboard shortcuts:

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

If you're able to choose the default template from there, you can go back to your regular browser and clear its cache or use a different supported browser.

Additionally, you can start tracking and recording customer-paid invoices to ensure accurate recording of your sales transactions.

I'm always around in this thread if there are any additional queries when managing customised invoices in your company data. Just let me know in the comments below. Keep safe!