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Experienced Member

Renaming Templates

How do I change the name of a template? I would like to have my customized invoices be called something other than "Copy 4: Intuit Product Invoice"

Solved
Best answer 07-20-2019

Accepted Solutions
QuickBooks Team

Re: Renaming Templates

Glad to see you in QuickBooks Community, @jtreitman.

 

With the use of custom templates, you can set the right display of information, giving your business a more professional appearance. 

 

Here's how to rename the Copy 4: Intuit Product Invoice in Desktop:

  1. From the Lists menu, select Templates.
  2. Choose any template from the list.
  3. On the Basic Customization window, click Manage Templates.
  4. Update the name on the Template Name box.
  5. Hit OK to confirm the action.

Template 1.PNG Template 2.PNG Template 3.PNG Template 4.PNG

 

For other customization option, check out this article: Use and customize form templates.

 

Reach out to me for any concerns about QuickBooks. I'm always here to help. Take care!

1 Comment
QuickBooks Team

Re: Renaming Templates

Glad to see you in QuickBooks Community, @jtreitman.

 

With the use of custom templates, you can set the right display of information, giving your business a more professional appearance. 

 

Here's how to rename the Copy 4: Intuit Product Invoice in Desktop:

  1. From the Lists menu, select Templates.
  2. Choose any template from the list.
  3. On the Basic Customization window, click Manage Templates.
  4. Update the name on the Template Name box.
  5. Hit OK to confirm the action.

Template 1.PNG Template 2.PNG Template 3.PNG Template 4.PNG

 

For other customization option, check out this article: Use and customize form templates.

 

Reach out to me for any concerns about QuickBooks. I'm always here to help. Take care!