How to Set an Invoice Template as a Default in QuickBooks

Written by greg lindberg
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The Intuit QuickBooks application is used by businesses to manage company finances and complete other tasks for customers, including storing contacts, creating financial reports and printing checks and invoices. You can create an invoice in QuickBooks to appear in a manner that meets your preferences and excludes unnecessary fields or data. As an administrator for the QuickBooks company file you are using you can save the invoice template as the default template to be used.

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  1. 1

    Open the QuickBooks application on your computer and log in as the administrator.

  2. 2

    Click the "Edit" option from the top toolbar menu and then select the "Preferences" option.

  3. 3

    Click the "Sales and Customers" option from the shortcut menu and a new dialogue box will appear on the screen.

  4. 4

    Select the "Company Preferences" tab. Select the template you want to use as a default from the "Choose template for invoice packing slip" drop-down menu.

  5. 5

    Click the "OK" button and your invoice template will be saved as the default.

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