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BernieJ
Level 3

Statement Template Name Change

In Quickbooks Enterprise, we created a copy of the Intuit Statement Template so we could customize for one of our lines of business.  I cannot figure out how to rename the "Copy of: Intuit Statement" which is the new template we created.  Is there a way to edit the name of that template to make it easier for our staff to select the correct statement template?

1 Comment 1
MaryLandT
Moderator

Statement Template Name Change

I'm glad to help change the name of the template, BernieJ.

 

You can easily edit the template you've created. And, here are the steps you can follow:

 

  1. Go to the Lists menu, then pick Templates.
    edittemplate.PNG
  2. Find the created template, right-click, then choose Edit Template.
    edittemplate1.PNG
  3. On the Basic Customization window, click the Manage Templates button.
    edittemplate2.PNG
  4. Enter a new name in the Template Name field, then click OK.
    edittemplate3.PNG

Feel free to read through this article to learn more: Use and customize form templates. And, I'm adding this link in case you encounter any issues during the process: Fix common issues when you use and customize templates.

 

Keep me posted if you need anything else by commenting below. I'll be right here to help manage your statement template.

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