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Replying to:
Trish_T
QuickBooks Team

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Hey bcschoolsports,

 

I can understand your thinking.  However, in QuickBooks Online, when you make changes to the template, it will affect all forms.  The best course of action would be to create a new one, set it as your default if you like, to prevent it from being applied to previous transactions.   

  

Here's how to set your new form as the default:

 

1. From the Gear in the top right, select Custom Form Styles

2. Click on the drop-down arrow in the Action column

3. Select Make Default

 

You may wish to provide a suggestion to our Development Team.  We look forward to customer recommendations to provide insight for product updates and new features to improve overall customer experience with QuickBooks Online.  To share your thoughts, click on the Gear and then hit Feedback.

 

I hope you find this to be helpful.  Enjoy the rest of your day!

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