How to copy invoice (statement and remittance) templates from one account to another new acount

Wendi
Wendi Member Posts: 14 Novice Member Novice Member
edited October 2024 in Reckon Accounts (Desktop)

Comments

  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
    Hi Wendi,

    In Lists > Templates are all your templates.  Highlight your template and click the Template button at the bottom and choose Export.  Save the template to a place you can easily find it like the desktop.  Then go into the other company file and go to Lists > Templates, click the Templates button and choose Import.  Select the file you exported in the previous step and it will import.  You may need to add any logos again.

    Regards,
    Shane.
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