Question: How do I make a template in QuickBooks to be the default template for sales orders, purchase orders or invoices?
Answer: QuickBooks Premier and Enterprise do not have a means to designate a “default” template, but there is a workaround to achieve the same result.
Go to “Lists” and then “Templates.” The list shows the name of the templates on the lefthand side and its type on the righthand side.
To set up one template as your default, de-select all the others of the same type. With your cursor, highlight each one that you do not want to use, right click, and select “Make Template Inactive.” The template will then disappear from the list.
Eventually, only one template of its type will remain available—the one you wanted—and now, your default template.
Repeat this process for the purchase order and sales order type templates, leaving only one remaining 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 [email protected]
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