Thanks for reaching out to us, @jtfreeman12. Let me provide some information about importing templates in QuickBooks Desktop.
Customized templates can be copied from one company file to another. This saves you time when it comes to personalizing templates for estimates, invoices, and other forms if you have numerous business files or need to create a new company in QuickBooks Desktop.
However, please note that you cannot import customized templates created in newer versions of QuickBooks into older versions, nor can you import templates created in one regional edition of QuickBooks into another. For example, the Canadian edition of QuickBooks cannot export templates to the US version. I suggest to recreate the template, then import again.
The following article will help you learn how to use and customize form templates in QuickBooks Desktop: Use and customize form templates.
You may want to know how to fix common template issues in QuickBooks Desktop. Please refer to this article: Fix common issues when you use and customize templates.
Keep me posted if you have further questions about importing templates in QuickBooks Desktop. I'm always here to help you. Take care!
