Creating Default Templates in QuickBooks
Question: How do I make a particular template my default template in QuickBooks?
Answer: QuickBooks does not let you specify a particular template as your default template for a specific form, such as an invoice or purchase order. After using that specific template for a number of times, it will start coming up, but it's not a guarantee, nor an ideal solution.
One way to work around this is to make all the other templates of its kind inactive except for the one you want to use exclusively. In the list of templates, highlight the one you do not want to use. Right click on it, and select "Make Template Inactive." This will take it out of the list of templates. It will still be available to you if you want at a later date. You can view all your templates—active and inactive—by clicking "Include Inactive" at the bottom of the template list screen. You also can easily make it active again if you’d like.
Using the example of an invoice template, make all the invoice templates inactive except for the one you want to use all the time. This one will be the only one available for QuickBooks to choose. Repeat the process with the sales orders and the supplier purchase orders, which will have the effect of designating a default template for each.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
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.