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How can i export my custom INVOICE template to another QB File & then IMPORT it into the NEW QB file?

So, someone in our office tried to modify our current Invoice without making a backup and caused it to no longer work...and we cannot fix it...BUT, i'd like to go back to a saved "older" (last week) verision and restore it to a temporary location, then export my working invoice to another temporary location, and then finally import it into my current working version of my QB file...


Is this even possible? i have seen only one question where someone was told they cannot import their custom invoice into QB. Why would that be? 

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Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

There are both export and import options from the file me...

There are both export and import options from the file menu in layout designer.

5 Comments
Established Community Backer ***

There are both export and import options from the file me...

There are both export and import options from the file menu in layout designer.

Established Member

Re: There are both export and import options from the file me...

Does this response apply to QB Desktop? I don't see an export option, and the import option is just for pdf or csv files.

 

This should be really easy, and it is not. I am just going to recreate the invoice.

 

QuickBooks Team

Re: How can i export my custom INVOICE template to another QB File & then IMPORT it into the ...

Good day, Gail_Budd.

 

Yes, it's applicable to QuickBooks Desktop.

 

Here's how you can import an invoice template:

  1. Click Lists.
  2. Choose Templates.
  3. Click the Templates drop-down arrow, then choose Import.
  4. Look for the file, then click Open.

Then, here's how to export the template:

  1. On the Templates window, click the Templates drop-down arrow, then choose Export.
  2. Choose a folder where you will save it, then click Save.

Visit us anytime if you have further concerns. We'd be happy to help you. 

 

Established Member

Re: How can i export my custom INVOICE template to another QB File & then IMPORT it into the ...

I am working with QB Online. And I cannot see a way to export the custom invoice template from one file and import it into another.

 

The import function itself will only import csv or docx documents - so are we expected to export our invoice from one file into a word doc and then import it into the new QBO file?

 

Why is there not a simple Export custom invoice template, Import custom invoice template AS A QBO DOC?

 

Warmly,

 

Gail

Moderator

Re: How can i export my custom INVOICE template to another QB File & then IMPORT it into the ...

Appreciate your response, Gail_Budd,

 

In QuickBooks Online, the option to export Invoice template is unavailable. I can certainly see how this specific feature would be helpful in the system. I recommend you leaving feedback to let our engineers know that this is the feature you're looking for. 

 

Here's how:

  1. Click the Gear icon at the top then select Feedback.
  2. Enter your comments or product suggestions then click Next.
  3. You’ll be provided with a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category then select Send message.

Moreover, let me help share information on how importing custom invoice works in QuickBooks Online. 

 

Here's what you'll need to do:

  1. Enable import style.
  2. Create your template in Microsoft Word.
  3. Import your custom invoice template.
  4. Map marked areas in your document to data fields.
  5. Use your imported template for transactions.

Here's a great resource that you can check on for more detailed steps: How to import custom invoices.

 

Please feel free to come back in if you have further questions about exporting and importing custom invoices in QuickBooks Online, I'd be here to help.