QuickBooks provides several options for customizing and selecting templates used for various invoices. When you want to select a default template that you recently created, you can do so within the Company Preferences tab. You can change the template for your invoice packing slips as well as your Sales & Orders packing slip and pick list. Pick lists gather inventory items from several areas to fulfill an order for a customer. For example, you might use a pick list to select all the required inventory items needed to build a custom part for a customer.

Click the "Edit" menu and select "Preferences."

Click the "Sales & Customers" in the sidebar, and select the "Company Preferences" tab.

Select the default template for your invoice packing slips from the drop-down menu in the Miscellaneous section.

Select the "Packing Slip" drop-down menu, and then select your default Sales & Order packing slip in the Sales & Orders section.

Choose the "Pick List" drop-down menu, and then choose the template for your Pick List in the Sales & Orders section.

Click "OK" to save your changes.


Information in this article applies to QuickBooks Premiere and Enterprise 2013. It may vary slightly or significantly with other versions or products.