QuickBooks: Copying Templates from One Company File to Another

You can copy your templates from one company file to a new company file.  Just follow the instructions to make the copy.

Step 1:  Exporting a Template from a QuickBooks Company File:

  1. Open your company file that contains the template you would like to copy.
  2. From the menu bar, click on Lists, and choose Templates
  3. The Templates box will appear
  4. Select the Template to copy, by clicking on it once.
  5. Now, click on the Template button located on the bottom of the template box
  6. Select Export on the menu

 

 

 

 

 

 

 

 

 

7.  Name the template and remember it location on your computer

 

 

 

 

 

 

8.  Click the Save button to complete the exportation of this template to a file.

 

Step 2: Importing a Template into a QuickBooks Company File:

  1. Open your company file that contains the template you would like to import.
  2. From the menu bar, click on Lists, and choose Templates
  3. The Templates box will appear
  4. Click on the Template button located on the bottom of the template box
  5. Select Import on the menu
  6. The Import window appears

 

 

 

 

 

 

7.  Select the Template file to import

8.  Click the Open button to complete the importation of the template into your company file.

 

 

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