Welcome to the Community, kelleherk!
As of this time, QuickBooks Online can't copy a custom form within an account or to another QBO account. However, you have the option to create and import your own form style using an MS Word. Let me show you how.
First, we need to turn on this feature. Here's how:
- At the top right corner, click Gear icon.
- Select QuickBooks Labs.
- Scroll down the screen and toggle the switch for Import Style to On.
- Select Done.
Then, you can copy or create your own template design in an MS Word file. Once done, you can import it to QuickBooks. Here's how:
- At the top right corner, click Gear icon.
- Under Your Company, choose Custom Form Styles.
- Click the New style drop-down.
- Choose Import style.
- Click the drop-down under Select a form type.
- Click the link Download a sample, and make your own import form style.
Please feel free to read this article for your reference: How to Import Custom Invoices.
Also, I encourage sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider adding this feature in our future updates.
Let me know if you have further questions. I'm here to assist you.