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Import a customized form template from another QuickBooks company

You can import a customized form template that was created in another QuickBooks company.

To do this task

  1. If necessary, export the customized template.

    "Exporting a custom template topic goes here"
  2. Open the company file that you want to import the template to.

  3. Go to the Lists menu and click Templates. Open the Templates List window

  4. Click the Templates button at the bottom of the list and then click Import.

  5. Select the template you want to import. The file contains the template name followed by a .DES extension. Click Open.

  6. Name the imported template. You can keep the original name or change it now.

  7. Click OK.

The new template appears in the Templates list and is ready to use in the new company file.

See also

KB ID# H_CUSTFORM_CUSTOM_TEMPLATE_IMPORT
12/6/2016 9:56:17 AM
QYPPRDQBKSWS05 9138 Pro 2017 039dbc