exporting invoice template
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Deb Pearson
Member Posts: 8 ✭
How can I export an existing Reckon customized invoice template to a new company file within Reckon?
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Comments
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List Templates, right click and select export/import or
select templates and the bottom left of the list import/export
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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?0
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Click on "Templates" bottom right of the template list and select import
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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 . . .
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Oops bottom left,
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Thank you so much. All good now.0
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