Step by step instructions to Make a New Invoice Template the Default in QuickBooks

QuickBooks comes stacked with an assortment of invoice templates that you can use for your business exchanges, or you can make custom invoices to better address your issues. While making another invoice for a client, QuickBooks gives a drop-down rundown of your invoice templates for you to browse. In spite of the fact that picking the template takes brief period, it is a monotonous advance when you just utilize one invoice template. You can skirt this progression by making the majority of alternate templates dormant, which makes your template the default template.

1. Open QuickBooks, click “Records” in the menu bar and afterward select “Templates.” A rundown of your report templates, (for example, invoices, deals requests and deals receipts) shows up in a window. The greater part of the invoices are gathered together.

2. Right-tap the name of any of the invoices, except for the new template, that you need to make the default. A menu shows up.

3. Select “Make Template Inactive” to expel it from the dynamic rundown of invoice templates.

4. Right-click every one of the rest of the invoices, and select “Make Template Inactive” for every one. Just the new template ought to stay dynamic.


QuickBooks utilizes the last spared invoice template as the default for the following invoice. You can utilize this element to set the new template as the default without making the greater part of alternate templates dormant. Snap “Make Invoice,” tap the “Template” drop-down menu and after that select the name of the new template. Round out the data for the invoice, and afterward click “Spare and Close.” The following made invoice will utilize the new template as the default.


When you make a template inert, you can never again utilize the template while making an invoice. To make a template dynamic once more, open the “Templates” rundown and tap the check box by “Incorporate latent.” This makes the greater part of your inert templates obvious. Right-tap the template you need to make dynamic again and snap “Make Template Active.”

Data in this article applies to QuickBooks 2013. It might differ marginally or altogether with different forms or items. heartsdesireraton