Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

Upload custom templates with Intuit Sync Manager

In QuickBooks 2012 and earlier, you can upload custom templates if you subscribe to QuickBooks Mobile.

In QuickBooks 2013, R4 and above, your custom templates are automatcially uploaded when you sync your data for use with any online application that works with Intuit Sync Manager.  You do not need to take any special steps to upload your custom templates.

This allows you to use your own custom templates to create estimates, invoices, and sales receipts with QuickBooks Mobile (or other online applications if you are using QuickBooks 2013, R4 or above) .


Note: If you subscribe to QuickBooks Mobile and you are not using QuickBooks 2013, R4 or higher, use the steps in the Detailed Instructions to upload your custom templates for use in QuickBooks Mobile.

Detailed instructions

Upload custom templates from QuickBooks 2012 and below for use with QuickBooks Mobile

  1. Open your company file in QuickBooks.
  2. Choose Lists > Templates.
  3. Click the Templates button and select Use Online.
  4. Select the template(s) you want to use online. You may need to click the Show All Templates button to see all your templates.
  5. Click the Upload button. You will be prompted for your username and password. Enter the user name and password you use to sign in to QuickBooks Mobile.
  6. Once the upload finishes, go back to QuickBooks Mobile, you will now be able to select your custom template.

If this solution does 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# HOW12751
10/24/2016 7:11:22 AM
QYPPRDQBKSWS07 9138 Pro 2017 c7902f