cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Find the help you need to prepare your business, communicate with customers, and support your employees during the COVID-19 outbreak in our resource centre.
Intuit
1 helpful vote

Download customized templates

We have created customized form and report templates for you to download into QuickBooks Desktop Canada.

Important: To download these templates, open the link in a Chrome or Firefox browser.

  1. Select the link of the template you wish to download below.
  2. Save the template to your desktop.
  3. In QuickBooks Desktop, open the Templates window or Memorized Report List.
  4. Select the Templates / Memorized Report, then Import.
  5. Browse to your desktop where you saved the template and click Open.
  6. The new template is added to the Layout Designer, and reports are added directly to the Memorized Report List.
  7. Make any changes that you want to the template, and select OK to save the template to the Templates List. If you don't select OK, the new template will not be added to your Templates List.

Form templates

Credit Memos Estimates Sales Orders
Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded Border Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded Border Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded Border
Invoices Purchase Orders Sales Receipts
Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded Border Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded Border Blue Rounded FilledDark Blue Rounded FillGreen Rounded FillGreen Rounded BorderMaroon Rounded FillMaroon Rounded BorderDonation Receipt

Report templates

Payroll reports Troubleshooting Reports
Payroll Expenses detail by classPayroll Expenses summary by class Payroll Expenses summary by CustomerPayroll Liabilities Accrued by Date Payroll Liabilities Payment DetailPrevious Quarter Payroll TaxesGross Earnings by EmployeeShows employees in rows and Earnings payroll items in columns.Payroll Detail Review - Federal TaxesShows what is stored on pay cheque, if a user edited the amount, what the amount should be, and any amount out of balance YTD, per employee per tax.Payroll Liabilities Paid by DateSummary of your liability payments by the date the payments were paid *for* (not the cheque date.)Tax Table Usage DetailLists all payroll transactions for the current year, showing when they were last modified and which Tax Table version was used to calculate tax amounts. Items in Income Accounts - not Sales FormsDisplays income accounts used on non-sales forms (like Cheques, Bills).Payment details by SupplierShows all payments made to suppliers subtotalled by supplier.Payment summary by SupplierSummarizes payments made to each supplier.Unapplied Customer Payments and CreditsShows all payments from customers and other customer credits that are unapplied (still have an open balance).Unapplied Supplier Payments and CreditsLists all payments to suppliers and other supplier credits that are unapplied (still have an open balance.
Customer reports Unbilled Expense reports
Customer Profitability SummarySummarizes how much you are making for each customer:job sorted by profitability.Missing Invoices for this MonthLists all of your invoices for the month in numeric order and warns you of invoice numbers that are missing or haven't been used.Payment details by CustomerShows all payments received from customers subtotalled by Customer:Job.Payment summary by Customer & AmountSummarizes payments received by customer sorted by total amount.Unpaid detail by CustomerLists unpaid accounts receivable transactions subtotalled by customer. Unbilled Expenses Items by Job Lists unbilled expenses and items (that are marked billable) subtotalled by customer:job.Unbilled Inventory Valuation DetailHelps you determine which inventory items need to be billed to customers. Shows all unbilled inventory assigned to a customer or job.Unbilled Mileage by JobLists unbilled mileage (marked billable) subtotalled by customer:job.Unbilled time by JobLists unbilled (marked billable) time by customer:job.

Was this helpful?

You must sign in to vote, reply, or post