Moving a customized invoice from one company to another company

FredW2 · ‎February 10, 2021

I have created a Dummy company to practice on before going live on another company I have set up in QB called WTC. I have created a customized invoice template as well as a customized statement template for WTC and would like to import them or copy and paste them into the Dummy company to play with before actually going live with the WTC company. Can you give me instructions on how to accomplish this? Thanks Fred

CharleneMaeF · ‎February 10, 2021

I'm here to help you accomplish your task in QuickBooks, Fred.

You can export the templates from WTC, then import them to your dummy account. I'll guide you how.

Here's how to export the templates:

Go to the Lists menu.
Select Templates.
Choose the invoice and statement templates.
Click the Templates drop-down arrow, then choose Export.
Choose a folder where you will save it, then click Save.

Once done customizing, you can now import the template. Here's how:

From the List menu, select Templates.
Click the Templates drop-down arrow, then choose Import.
Look for the file, then click on Open.

To learn more about personalizing your form templates, please see this article: Customize Invoices, Sales receipts, Estimates, and Statements.

Aside from customizing form templates, you can also personalize reports to focus on the information that matters most to your business. For more details, check out this guide: Customize Customer, Job, and Sales reports.

In case you'll need further assistance in doing your other task in QuickBooks, please visit the Community anytime. We always have your back.

View solution in original post

CharleneMaeF · ‎February 10, 2021

I'm here to help you accomplish your task in QuickBooks, Fred.

You can export the templates from WTC, then import them to your dummy account. I'll guide you how.

Here's how to export the templates:

Go to the Lists menu.
Select Templates.
Choose the invoice and statement templates.
Click the Templates drop-down arrow, then choose Export.
Choose a folder where you will save it, then click Save.

Once done customizing, you can now import the template. Here's how:

From the List menu, select Templates.
Click the Templates drop-down arrow, then choose Import.
Look for the file, then click on Open.

To learn more about personalizing your form templates, please see this article: Customize Invoices, Sales receipts, Estimates, and Statements.

Aside from customizing form templates, you can also personalize reports to focus on the information that matters most to your business. For more details, check out this guide: Customize Customer, Job, and Sales reports.

In case you'll need further assistance in doing your other task in QuickBooks, please visit the Community anytime. We always have your back.

FredW2 · ‎February 11, 2021

Thank you for the instructions on how to export and import a customize invoice from one company to another. Have another question, once I had imported the customized invoice some of the data that was used within the customized invoice was not imported in and I'm curious if you know why?

As a resolution to the problem I went into the imported invoice and added items to the Item List; added Rates; added Reps and added Types. I was under the impression when you exported a customized invoice or any report, from one company to another, that when it was imported into the new company it came in its entirety. Is this what is supposed to happen or does it actually leave data behind that has to be re-created?

The customized headers and columns remain the same after the import and were unchanged.

Thank you
Fred

Rasa-LilaM · ‎February 11, 2021

Hello again, FredW2.

I appreciate following the solution shared by my peer and letting us know the result. Let me provide clarifications of why some of the items didn’t show after importing the custom template.

The default item names for the customized invoice are the ones that will appear after the import process. For the other item names, you’ll have to activate them so they’ll show on the template.

For future reference, here’s a link that contains solutions on how to resolve common template problems in QuickBooks. Choose the topic to view the complete details.

Feel free to get back to me if you have more file management concerns. I'm still around to help you.

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Moving a customized invoice from one company to another company