QuickBooks Team

Reports and accounting

Hi there Kirsten M.,

Customized templates created in QuickBooks for Mac do not export to other company files. They are confined to the company file in which they were created. Here's how to export and import templates in QuickBooks for Mac:

  1. From the Customers menu, select Create Invoices.
  2. At the top of the invoice, click the Invoice template selection button and choose Edit Template. This opens the Layout Designer view.
  3. Click File at the top of the Layout Designer.
  4. The template can now be exported or imported as desired.

You can refer to this article to learn more: Use and customize templates in QuickBooks

Feel free to let me know if you have any questions, I'll be happy to help.

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