Question: How do I make a template in QuickBooks to be the default template for sales orders, purchase orders or invoices?
Answer: QuickBooks Premier and Enterprise do not have a means to designate a “default” template, but there is a workaround to achieve the same result.
Go to “Lists” and then “Templates.” The list shows the name of the templates on the left-hand side and its type on the right-hand side.
- Categories:
- Promo Products
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.