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Rename a form template

You can rename any template that you have customized for your business forms. However, you cannot rename the standard templates that come with QuickBooks.

To do this task

  1. Choose Lists > Templates.

  2. Select any template of the type you want to rename.

  3. Click the Templates button, and then click Edit Template.

  4. Click Manage Templates.

  5. Select a template name and in the Template Name field, enter the name you want to use.

    Note: If you're not able to change the name, the template is a standard one that comes with QuickBooks.

    Create a duplicate of the template, and then rename the duplicate.

  6. Click OK.

See also

KB ID# H_CUSTFORM_TASK_RENAME_FORM_TEMPLATE
10/1/2016 11:55:37 AM
PPRDQSSWS403 9138 Pro 2017 bd4e05