Thanks for joining the thread, admin_cooks.

I'm here to make sure you can use the correct template when creating the estimates/invoices in Quickbooks Online.

I'll walk you through how to change the appropriate template for each client. I've outlined the steps below:

1. Open the Invoice/Estimates.
2. Click Customize at the bottom.
3. Select the correct template you created for each client.
4. Click Save or Save and close.

Please refer to the screenshot for your visual reference:

If you want to set a new default template, you can go to Settings, select Custom form styles, choose the template you'll want to set as default by clicking the Edit drop-down arrow and choose Make default.

For future reference, I've included an article to create templates for recurring transactions in QuickBooks Online.

If you have any other additional concerns about customizing templates, feel free to add them below. I'm just a click away.