Create and use project templates in QuickBooks Online Accountant

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

For an easy setup of projects and tasks, you can use the QuickStart templates in the Work menu. You can also create or customize templates to suit your firm or client’s needs. Use them on your recurring projects to have a consistent workflow and complete projects on time. Here’s how.

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. Select Create template and enter a template name.
4. Select Repeat to set up repeated due dates, and use the fields that appear to specify the interval between due dates.
5. Enter any information or notes for your team in the Details field.
6. In the Tasks section, select Add a task. Enter a task name.
7. From the Due date ▼dropdown, select:
   1. Set later to specify that the task due date is set when a project is set up.
   2. Offset to tie the task due date to the project due date. Enter the number of days before the project due that the task will be due.
8. Add all tasks you need to the template.
9. Select Save template.

You can check your saved template in the Custom templates list on the Template 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. Find the template you need, then select Create Project.
4. Verify or change the selected template in the Project template ▼dropdown and enter a project name.
5. Select the client from the Firm or client dropdown. Set the Due date for the project.
6. Select Repeat to set up repeated due dates, and use the fields that appear to specify the interval between due dates.
7. Select a team member from the Assigned to▼ dropdown. Enter any information or notes for your team in the Details field.
8. Review the list of tasks and select Add a task if necessary.
9. Select Save.

You can see your saved tasks and projects in the Work menu. This includes the assignment and due dates you set.