Showing results for 
Search instead for 
Did you mean: 
Created with Sketch. Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Created with Sketch. Need help running payroll? Watch our video or read the guide in our Product Tutorial.

Reply to message

View discussion in a popup

Replying to:
Level 2

Reply to message

In the old data file go to Lists>Templates>Highlight the template they want to use in the new file>Click the Template Icon at the bottom left of the window>Export and follow the steps.  Make sure you know where you save the file.

In the new company data file go to Lists>Templates>Highlight the Template Icon>Import and follow the steps.

Edit the template to make sure it shows the new company name and GST number.

View solution in original post