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Use a common set of Statement Writer Financial Statements (Templates) with multiple clients

QuickBooks Statement Writer (QSW) can save time in preparing financial statements by using the same template for many clients. Custom calculations, formatting, GAAP compliant reports, charts, pivot tables, cover pages and more can be created once and used again and again. 

Detailed instructions

QuickBooks Statement Writer* saves its statement and letter templates in separate folders for each client company with which it works. The location of these files by default (which can be changed by the user) is the User's Windows Documents folder. These client folders can be copied and then renamed to use for a new client. The Statement Writer template files in the folder should have an extension of .qsm while cover letter and other Word based templates should have an extension of .dot.

To copy an existing client folder for a new Statement Writer client:  

  1. In the Document Actions pane, click the Statement Writer drop-down and select Save Report.

  2. Close MS Excel.
  3. Navigate to the client's Company folder location:
    • Windows Vista, 7, 8 and 10: C:\Users\[User name]\Documents\Intuit\Statement Writer\[Client Company name]
  5. Copy the Client's folder you want to use as a template for a new client.
    1. Right-click the folder then select Copy.
    2. Right-click a blank area in the QuickBooks Statement Writer folder view then select Paste.
    3. Right-click the "Copy of..." folder then select Rename.
    4. Give the new folder the name of the new client for whom you are going to customize the templates.
  6. Open the next client's QuickBooks Company File.
  7. From the Reports menu, click QuickBooks Statement Writer.
  8. Click Open Existing Report.
  9. If you receive an Excel Warning dialog, click Close.
  10. In the Open Window, navigate to the folder where the copy of the QSW files is stored (the new client folder).
  11. Double-click the Statement Writer file to open it.
    Note: The file extension is .qsm.
  12. If you receive a security warning about the file extension, click Yes.
  13. The Change in Accounts dialog box that pops up will show accounts that were added and deleted if the Chart of Accounts is different from the original client's Company Data File. Note the accounts and click Close.

  14. Your Statement Writer Financial Statements will open with the data from the client you have open in QuickBooks. Make changes as desired.
  15. Be sure to save the changes you make to these statements by going to the Document Actions pane and clicking Statement Writer > Save Report.
  16. Please also check that the documents/attached letters have the correct information. You can validate this by doing a Save As PDF from within Statement Writer when you have the new client's statements open.

Note: The original .qsm files and folder may be copied to a central folder location you create as a template and then duplicated for each client if custom modifications are desired for individual clients. This gives you a set of templates you can easily copy whenever desired.

*  QuickBooks Statement Writer (QSW) was referred to as Intuit Statement Writer (ISW) in earlier versions of Quickbooks.
KB ID# HOW13320
10/28/2016 12:43:05 PM
PPRDQSSWS407 9138 Pro 2017 25c5ee