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.
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:
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.