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Can I change the system default template for the invoice in ProConnect? If so, how?

katie2
Level 2
We would like all our preparers to use the same invoice template.  Can I change the system default template?  Or will each preparer have to create their own and Save as My Template?
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itonewbie
Level 15

I recall that's an individual customization since it's not done under Firm Settings.  You should really consider other options before going with this "feature" in PTO.  This discussion may help:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-print-a-cl...

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Still an AllStar

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itonewbie
Level 15

I recall that's an individual customization since it's not done under Firm Settings.  You should really consider other options before going with this "feature" in PTO.  This discussion may help:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-print-a-cl...

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

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