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Allied3
Level 3

Templates

I created a copy of a invoice template how do I rename it.

Solved
Best answer August 20, 2020

Best Answers
Mark_R
QuickBooks Team

Templates

Hi there, @Allied3.

 

I'd be happy to help rename your created template by editing it. Here's how:

 

  1. In your QuickBooks Desktop, go to the Lists menu and select Templates.1.PNG
  2. Find the created template, then right-click.2.PNG
  3. In the Basic Customization window, click the Manage Templates button.3.PNG
  4. Enter the template name in the Template Name field.
  5. Click OK once finished.4.PNG

I'm adding this article to learn more about customizing form templates: Use and customize form templates.

 

Just in case you encounter any issues when using your customized templates, here's an article you can read to fix it: Fix common issues when you use and customize templates.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

View solution in original post

1 Comment
Mark_R
QuickBooks Team

Templates

Hi there, @Allied3.

 

I'd be happy to help rename your created template by editing it. Here's how:

 

  1. In your QuickBooks Desktop, go to the Lists menu and select Templates.1.PNG
  2. Find the created template, then right-click.2.PNG
  3. In the Basic Customization window, click the Manage Templates button.3.PNG
  4. Enter the template name in the Template Name field.
  5. Click OK once finished.4.PNG

I'm adding this article to learn more about customizing form templates: Use and customize form templates.

 

Just in case you encounter any issues when using your customized templates, here's an article you can read to fix it: Fix common issues when you use and customize templates.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

View solution in original post

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