exporting invoice template

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Deb Pearson
Deb Pearson Member Posts: 8 ✭
edited October 2016 in Accounts Hosted
How can I export an existing Reckon customized invoice template to a new company file within Reckon?

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  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2016
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    List Templates, right click and select export/import or
    select templates and the bottom left of the list import/export
  • Deb Pearson
    Deb Pearson Member Posts: 8 ✭
    edited October 2016
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    Thanks Jacqui. I've exported the template but when I went to import it on new file. ..I clicked list, templates...but there wasn't an option to import. It just brought up the list of standard installed templates. What am I doing wrong?
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2016
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    Click on "Templates" bottom right of the template list and select import
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2016
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    I used it this morning after seeing a client invoice, they used the custom one without having modified it in anyway shape or form.   Nasty, just Nasty . . .

  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2016
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    Oops  bottom left,
  • Deb Pearson
    Deb Pearson Member Posts: 8 ✭
    edited October 2016
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    Thank you so much. All good now.
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited September 2016
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    image

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