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Download customized templates

by Intuit•2• Updated 1 year ago

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.

Select the link of the template you wish to download below.
Save the template to your desktop.
In QuickBooks Desktop, open the Templates window or Memorized Report List.
Select the Templates / Memorized Report, then Import.
Browse to your desktop where you saved the template and click Open.
The new template is added to the Layout Designer, and reports are added directly to the Memorized Report List.
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 Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border	Blue Rounded Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border	Blue Rounded Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border
Invoices	Purchase Orders	Sales Receipts
Blue Rounded Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border	Blue Rounded Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border	Blue Rounded Filled Dark Blue Rounded Fill Green Rounded Fill Green Rounded Border Maroon Rounded Fill Maroon Rounded Border Donation Receipt

Report templates

Payroll reports	Troubleshooting Reports
Payroll Expenses detail by class Payroll Expenses summary by class Payroll Expenses summary by Customer Payroll Liabilities Accrued by Date Payroll Liabilities Payment Detail Previous Quarter Payroll Taxes Gross Earnings by Employee Shows employees in rows and Earnings payroll items in columns. Payroll Detail Review - Federal Taxes Shows 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 Date Summary of your liability payments by the date the payments were paid for (not the cheque date.) Tax Table Usage Detail Lists 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 Forms Displays income accounts used on non-sales forms (like Cheques, Bills). Payment details by Supplier Shows all payments made to suppliers subtotalled by supplier. Payment summary by Supplier Summarizes payments made to each supplier. Unapplied Customer Payments and Credits Shows all payments from customers and other customer credits that are unapplied (still have an open balance). Unapplied Supplier Payments and Credits Lists all payments to suppliers and other supplier credits that are unapplied (still have an open balance.
Customer reports	Unbilled Expense reports
Customer Profitability Summary Summarizes how much you are making for each customer:job sorted by profitability. Missing Invoices for this Month Lists 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 Customer Shows all payments received from customers subtotalled by Customer:Job. Payment summary by Customer & Amount Summarizes payments received by customer sorted by total amount. Unpaid detail by Customer Lists 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 Detail Helps you determine which inventory items need to be billed to customers. Shows all unbilled inventory assigned to a customer or job. Unbilled Mileage by Job Lists unbilled mileage (marked billable) subtotalled by customer:job. Unbilled time by Job Lists unbilled (marked billable) time by customer:job.

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