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Delete a template for a form

You can permanently delete templates you customized, but you cannot delete templates that have been used in a transaction. You also cannot delete templates for Intuit preprinted forms, or the standard Intuit templates that came with QuickBooks.

If you do not want to permanently delete a template, you can make the template inactive and hide it so it doesn't show in the Templates list.

What’s the difference between a deleted template and an inactive template?

Make a template inactive when you rarely use it but want to keep it available for use at some time in the future. Also make the template inactive when you'd like to delete it but can't because it was used in a transaction. All transactional information remains associated with the template, even after it's been made inactive. After making the template inactive, you can hide it in the Templates list. You can view inactive templates and show them on the list again at any time.

Delete a template only when it has never been used in any transaction. Deleting a template permanently removes it from the Templates list and from any drop-down lists that use templates.

To do this task

  1. Open the Manage Templates window.

    To do this task

    1. Open the type of form you want to work with.

      For example, to open the invoice form click the Home icon and in the Customers section click Invoices.

    2. Click the Customize drop-down arrow and then click Manage Templates.

      Note: If you don't see the Customize drop-down arrow, you may need to resize or maximize the window.

  2. Click the name of the template you want to delete and then click Delete.

    Note: If you select a template that cannot be deleted, QuickBooks will prompt you.

  3. Click OK to confirm.

See also

KB ID# H_CUSTFORM_DELETE_TEMPLATE
9/30/2016 6:29:52 PM
PPRDQSSWS403 9138 Pro 2017 c8c16d