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Setting Default Invoice Template

Altering Displayed Invoice Features

There is no reason to keep things around that you aren’t using anymore. Read this answer to a recent question to learn how to inactive invoices you are not using.

Q: How do I set my custom invoice to be the default invoice that comes up when I go to enter a new invoice? There is one that I never use and it always comes up as the default.

A: An easy way is to inactivate the invoice templates you will not be using is to click on Edit > Template and then, right-click on the template and select Inactivate.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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