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jillbroomhall
Level 1
posted
‎June 22, 2019 03:38 PM
last updated ‎June 21, 2019 10:38 PM

I have developed a quote template however when printing out it picks up the information from the footer of my invoice

 
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1 Comment 1
RenjolynC
QuickBooks Team
QuickBooks Team
‎June 22, 2019 04:29 PM

I have developed a quote template however when printing out it picks up the information from the footer of my invoice

Having a personalized template for quote build confidence to your company, jillbroomhall.

 

It's possible that the template selected from the Customise section is the standard or the other Quote template. This is why it shows a different footer.

 

Let's check it out by following these steps:

  1. Open the Quote transaction you created.
  2. On the Quote page, click the Customise button located at the bottom.
  3. Select the Quote template.
  4. Click Print or Preview and check to see if the footer has the correct information.

I've added a sample screenshot for your reference.

customise.JPG

Moving forward, you can check this article to make the template default: How to customise invoices, quotes, and sales receipts.

 

I'll be around if you have any additional questions related to custom templates. Thanks.

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