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Level 1

I opened another company of QB Online. I want to use the same invoice template that I used for the older company. How can I export that over?

 
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QuickBooks Team

I opened another company of QB Online. I want to use the same invoice template that I used for the older company. How can I export that over?

I have another way on how you can use the same template with your new QuickBooks Online company subscription, rtunnell-txreic.

 

For now, you'll have to export the invoice to Excel and import it again to the other QBO account. 

 

Here's how to export:

  1. Go to the Reports tab.
  2. Enter the Invoice list in the search box, then enter. 
  3. Customized the Report period and hit Run report
  4. On the reports page, click the Export button then select Export to Excel

Once done, you can import the invoice template to your other account. 

 

For your reference, you might encounter some issues when importing data. Here's an article that you can check out: Common Questions About Importing Data To QuickBooks Online.

 

Keeps me posted if there's any help you need with the import. I'll be here to assist you anytime you need. 

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