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gerdgoebel
Level 4

Can I copy an invoice template into a credit note template?

I am still using QBD 2020 Prem

Is there an option to copy an invoice template into a credit note template?

I would not want to create the credit note template from scratch if I don't have to.

Does anybody know of a way how to do this?

Thanks

2 Comments 2
gerdgoebel
Level 4

Can I copy an invoice template into a credit note template?

I should have mentioned that I was in the template editor, there is a copy function, but the new copy is of the same type (thus an invoice).

And I did not see any option for a save as where I could have changed the template type to credit note

SarahannC
Moderator

Can I copy an invoice template into a credit note template?

Hello there, goebel.
 

I see the advantages of being able to copy an invoice template into a credit note template in QuickBooks Desktop (QBDT). However, we're unable to perform this action. 
 

  1. Go to the Help menu in your company file.
  2. Select Send Feedback Online and choose Product Suggestion.
  3. Click the Send Feedback button.

 

Moreover, you can explore our QuickBooks Desktop app center to find a third-party application that supports creating credit note templates or enables direct copying of invoice templates to credit notes. Below are the steps to guide you through the process:

 

  1. Go to Apps for QuickBooks Desktop.
  2. From the QuickBooks Compatibility section, choose the QuickBooks Desktop version you're using.
  3. Type in the clue word of the specific app you're looking for.
  4. Click the magnifying glass to search.

 

I've also provided this reference for you to know which type of template customization options are available: Use and customize form templates.

 

Comment below if you have more concerns about QuickBooks. The Community is always here whenever you need assistance.

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