dougg1234
Level 2

Manage customers and income

This problem with Quickbooks has been going on for 20 years or more. 

The 3 versions I have bought over the years were for Microsoft Windows (desktop) and the version I have now is 2015. It does everything I need and all the "updated" versions never seem much different. 

The problem I am having and I think other users are having is:

When you click on the invoice icon on the toolbar your customized invoice pops up and you can fill it out- great. 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. 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). 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"

This change of default happens maybe twice a year. 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".

I want to be clear about this- it has never been resolved as far as I know.

My workaround is to rename my proposal template then delete the existing proposal template - or make it inactive. Then my "Invoice" becomes the default again. The alphabetical list may be a part of the problem but my Invoice template is named "aaainvoice" but still this problem happens. It seems that QuickBooks could easily fix this but they never have. Over the years I have checked these help blogs and found many others have the same problem.