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Call QuickBooks Desktop Support and know how to use and customize form templates in QuickBooks Desktop

In this article you will learn how to use and customize form templates in QuickBooks Desktop. To know more, contact QuickBooks Desktop Support.

To match your business, form templates can be customized. For forms like invoices, sales receipts, estimates, statements, and purchase orders custom templates can be created.

To control how templates look and what information to include, you can customize them. You can customize a mailing envelope template in QuickBooks Desktop. Here’s how to customize form templates if you’re using QuickBooks Desktop for Mac.

Follow the steps given below to access the form templates list:

  • In the QuickBooks Lists menu select Templates.
  •  Customizing form templates.
  • Double-click on the template that you want to edit.
  • Click on the Formatting tab and then select Manage Templates.
  • To know how you can customize on the form, contact us.


Steps to duplicate a template. 

  • With the help of this option you can apply the design and format of a customized template (example: Invoice) to another template type (example: Packing slip).
  • Select Templates from the Lists menu.
  • Select the template you want to copy in the Templates list
  • Click on the Templates dropdown, and then select Duplicate.
  • Now, you can choose the type of form you that you want this template copy to be used for.
  • Click on OK.
  • With the type of form you choose, you can now use the copy of the template.
  • Importing or exporting templates.
  • From one company file to another, you can copy customized templates.
  • By doing this you can save a lot of time personalizing templates for your estimates, invoices and other forms. You can also save time in case you have multiple company files or you wish to start a new company in QuickBooks Desktop.

There are a few limitations that you must keep in mind:

  • Templates created in newer versions of QuickBooks into older versions cannot be import customized.
  • Templates created in one regional version of QuickBooks cannot be imported into another. For example, the U.S. version of QuickBooks can’t export templates to the Canadian version.

Follow the steps below to import templates:

  • Firstly, you need to open the company file in which you wish to import the template into.
  • Select Templates from the Lists menu.
  • Select Import from the Templates drop-down list.
  • Choose the template that you wish to import, then click on Open.
  • Give a name to the imported template. If you wish to keep the original name, keep it or you can change it.
  • Click on OK. On the template list, you should now see the imported template.

Follow the steps to export templates:

  • Select Templates from the Lists menu.
  • Choose the template that you wish to export.
  • Click on the Templates drop-down, and then select Export.
  • Choose the location of the file on your computer and verify the file name
  • Click on Save.
  • While using and customizing templates, if you encounter issues, here’s how to troubleshoot them.

To know more on how to use and customize form templates in QuickBooks Desktop, call on our QuickBooks desktop support number. You can also write to us at support@quickbooksupport.net . For more information visit, www.quickbooksupport.net .

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