cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Create and use project templates

Learn how to create and use templates in QuickBooks Online Accountant.

Are you looking for a faster way to standardise projects? QuickBooks Online Accountant provides templates for project tasks you do repeatedly. You can use our pre-defined QuickStart templates or customise your own.  In this article, we'll show you how.

Template benefits

You'll find QuickStart templates and custom templates under the Work tab.

Templates are great for:

  • Fast and easy project and task setup
  • Reusable project outlines
  • Streamlined workflow focused on necessary tasks
  • Consistency from client to client and project to project
  • Easy customisation to suit your firm or client’s specific needs.

Create a custom template

Custom templates are templates you create. They're used to define tasks you need in a workflow. You can apply a custom template to multiple projects.

  1. From the left menu, under Your Practice, select Work.
  2. Select Manage templates.
  3. On the Templates page, select Create template.
  4. In the Create template panel, enter a Template name.
  5. Select Repeat to set up repeated due dates, and use the fields that appear to specify the interval between due dates.
  6. Enter any information or notes for your team in the Details field.
  7. In the Tasks section, select Add a task.
  8. Enter a Task name.
  9. From the Due date drop-down, select Set later to specify that the task due date is set when a project is set up. Or select Offset to tie the task due date to the project due date. Enter the number of days before project due that the task will be due.
  10. Repeat the Tasks steps until all of the necessary tasks have been added to the template.
  11. Select Save template.

The template is listed under Custom templates on the Templates screen.

Set up a project using a template

You can use a standard or custom template as a starting point. Adjust the tasks, due dates, and assignees when you create a project if necessary.

    1. From the left menu, under Your Practice, select Work.
    2. Select Manage templates.
    3. On the Templates page, identify the template you need in the Custom templates or QuickStart templates list.You can select a template to review the tasks within it.
    4. From the Action column, select Create project.
    5. In the Create project panel, verify or change the selected template in the Project template field, enter a Project name, and select the appropriate client from the Firm or client drop-down list.
    6. Specify the First due date for the project.
    7. Select Repeat to set up repeated due dates, and use the fields that appear to specify the interval between due dates.
    8. Select a team member from the Assigned to drop-down list.
    9. Enter any information or notes for your team in the Details field.
    10. Review the list of Tasks and select Add a task if necessary.
    11. Select Save.

The project you set up is saved and the tasks appear on the Work tab with the assignment and due dates you specified.

Was this helpful?

You must sign in to vote, reply, or post