How to copy templates from old Quickbooks file to paste other new QuickBooks file ?

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  • Updated 6 years ago
  • Answered
I would like to copy my old quickbooks' templates (tax invoices and statement format) files to new quickbooks files. Thanks in advance
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Sarah

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  • anxious and need help from someone expert out there

Posted 6 years ago

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Dharmesh, Alum

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Hi Sarah,

Thanks for your post.

Yes you can export and import the templates from your old QuickBooks files to new one by simply following below steps:

1. Open your old QuickBooks file then go to List -> Templates and then right click on the template which you want to export and then click on Export and then you can save that to your computer.

2. Then open the new QuickBooks file - go to List -> Templates and then click on Templates option (at the bottom of the page) and then click on Import and then select the template you would like to import

Please let me know the outcome.

Hope this helps.

Cheers,
Dharmesh

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Sarah

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Dear Dharmesh,

Thank you for the information. It's very helpful.

Best regards,
Sarah
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John G, Information Support Analyst

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Hi Sarah,

Glad to hear that Sarah.

If you have any other issues or questions please search the Reckon Community or just ask us again.


cheers,
John.