MaryLandT
Moderator

Other questions

I want to make sure you're able to use the newly changed email template, stuartbrainerd.

 

Typically, if you use a template on an invoice and you create another one, that regular template should show again. This setting will stay unless you change the template.

 

You can perform these steps to isolate the issue:

 

  1. Select Customers and then Create Invoices.
  2. Create a new test invoice, with a standard template.
  3. Select the Template ▼ drop-down menu.
  4. Select one of the Intuit templates listed.
  5. Enter Customer and Item details on the Invoice.
  6. Click Save and Close.
  7. Choose Customers then Create Invoices to see if the Intuit template option is now on the default selection.

 

If the new template doesn't show when you create another invoice, you may have a damaged template.

 

If you have a backup from the time that the customized template worked, you can restore it. If restoring a backup won't work, you need to create a new customized template.

 

If the same issue persists, I recommend contacting our QuickBooks Live Support Team. They can check why it's using the default template.

 

You can get a call from us and here's how to do so:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.
  5. Phone support may be limited due to volume.

 

Don't hesitate to post again if you have other concerns or if you need more help with the email template. I'm always around to provide the information that you need.