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 still will be available to you if you want it at a later date. You can view all of 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.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at firstname.lastname@example.org
Please email accounting questions you would like considered for the column to hgatter@accountingsupportLLC.com with the subject line of “Ask the Accountant”.