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.

Step 1.

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

Step 2.

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

Step 3.

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

Step 4.

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

Step 5.

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

Step 6.

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.