Making Default Templates
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.
To set up one template as your default, de-select all the others of the same type. With your cursor, highlight each one that you do not want to use, right click and select “Make Template Inactive.” The template will then disappear from the list.
Eventually, only one template of its type will remain available—the one you wanted—and now, your default template.
Repeat this process for the purchase order and sales order type templates, leaving only one remaining for each.
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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.