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Download and import templates for invoices, estimates, and other forms

You can download and import templates for forms used in Quickbooks. The forms you can download templates for include:

  • Invoice
  • Credit Memo
  • Estimate
  • Purchase Order
  • Sales Order
  • Sales Receipt
  • Statement
  • Donation
Detailed instructions

Download the Template:

  1. Choose List > Templates.
  2. Click Template > Download Templates (internet connection required).
  3. The Template Gallery for Forms window will open, select the form you wish to download and click Download.
  4. Click Save or Save As.
  5. Use the Save in box to select a save location and the File name to select an alternate file name, if desired. The extension of the template will be .des.
  6. Click Save to begin the download of the template.

Note: You can also download the template directly from: https://contactus.intuit.com/qb/templates

Import the template:

  1. Choose List > Templates
  2. Click Template >Import
  3. Locate the downloaded template and double-click it to select it.
  4. Click OK to import the template and display the Basic Customization window.
  5. Refer to Customize your forms (an overview) for guidance on configuring your templates.

Click OK and the imported template will be added to your list.

 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

KB ID# HOW13055
10/31/2014 2:26:33 PM
PPRDQSSWS403 9102 Pro 2013 a98480