Friday, January 23, 2009

An Enterprise user, who has more than one company, wants to know if it is possible to import a customized template that was previously setup.

Yes, you can import a customized template that was created in another QuickBooks company file. To do this task, you will first need to export the template from the company you created it in. To do this, from the “Lists” dropdown, select “Templates”. This will display a list of all available templates. Choose the template you wish to export and from the Templates dropdown in the bottom left corner of the window select “Export”. Save the template file to your desktop and close this company. After opening the company you want to import the template to, again select ”Templates” from the “Lists” dropdown and this time select “Import” from the Templates dropdown menu. Choose the template you just exported. Your template will display in the “Basic Customization” window, where you can rename the template or make additional customizations if you wish.

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