![]() I have always had to make the "current default" inactive to solve the problem. I have had this "default" invoice template problem for at least 15years. Over the years I have checked these help blogs and found many others have the same problem. It seems that QuickBooks could easily fix this but they never have. The alphabetical list may be a part of the problem but my Invoice template is named "aaainvoice" but still this problem happens. ![]() Then my "Invoice" becomes the default again. My workaround is to rename my proposal template then delete the existing proposal template - or make it inactive. I want to be clear about this- it has never been resolved as far as I know. It happens sometimes not every time, only if I use the proposal template and next time I click "Save&New" or the toolbar icon.the default becomes my customized "proposal". This change of default happens maybe twice a year. Then every time I use it I have to switch the manually switch the proposal template back to an invoice template and if I am doing several invoices at once samr thing I have to switch each one back to "invoice" Randomly Quickbooks changes the default from my invoice template to my proposal template so when I start up Quickbooks and click on "invoice" icon on the toolbar the proposal template shows up and I have to make sure to change the template back to invoice before I send it out (they both look similar). I also have maybe 6 different custom templates like "Proposal" and "Estimate" templates that I use once in a while but my DEFAULT should be the Invoice template. When you click on the invoice icon on the toolbar your customized invoice pops up and you can fill it out- great. The problem I am having and I think other users are having is: It does everything I need and all the "updated" versions never seem much different. The 3 versions I have bought over the years were for Microsoft Windows (desktop) and the version I have now is 2015. This problem with Quickbooks has been going on for 20 years or more. Please reach out to me again if you have additional questions related to the templates, or other concerns with your account. If you're having issues with the template, you can check the solution in this link: Fix common issues when you use and customize templates. Here's a sample screenshot of the page where the settings is located: This is a web-based software where you use a web browser to log in to your account. On the other hand, the steps provided by Rebecca - Product Champion is for QuickBooks Online. For more customization, please feel free to read this article: Use and customize form templates. If you want to customize the template, you can go to the Lists menu and select Templates. Here's a sample screenshot for a visual reference: You can go to Customers > Create Invoices and review the current template selected. When you say QuickBooks 2019, do you mean that you have the desktop version of QuickBooks? If so, the program uses the last saved invoice template as the default for the next invoice. ![]() Take a look at this video on how to pay bills online with QuickBooks Desktop.Thanks for joining in on this thread, countryclubdev. ![]() Once the payment is processed, QuickBooks marks the bill as paid, for visual confirmation. Vendor payment details are securely recorded with Melio and not in the QuickBooks Desktop Company file. Separately, they can choose how their vendor will receive the payment - as a deposit in their bank account (ACH) or as a paper check. QuickBooks users can choose to pay their vendor bills by ACH, debit or credit card. Assign a specific day for the payment to be processed and sent. Optionally, on demand, users can select Sync Online Bill Payments from the menu bar to sync these details with the QuickBooks Company file.įeatures: Users can schedule vendor payments online from within QuickBooks. As the charges are deducted from your funding source, QuickBooks will record the fee bill as paid. Note: If paying a vendor bill with a payment type that includes a separate processing fee, QuickBooks will create a vendor named Melio, and these charges will be added as a vendor bill. ![]() Optionally, from a displayed vendor bill, select Schedule Online Payment from the top right of the main ribbon. How to find it: From the menu bar, select Vendors > Pay Bills. Included with: QuickBooks Desktop Pro Plus, Premier Plus, Accountant Plus 2022 and all editions of Desktop Enterprise 22.0. ![]()
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