Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

About the Customize Template window

Use this window to indicate the template you want to use to create the customized form.

What you can do from here

  • Click Edit to revise an existing template

  • Click New to create a new template using the template you selected in the list as a starting point. Use this option if you don't want to change the original template.

  • Click the Go To List button and click the Templates button to do any of the following:

    • Duplicate a template.

    • Delete templates you no longer need.

    • Import a template from another QuickBooks company file.

    • Export a template to another QuickBooks company file.

    • Find which transactions are based on a particular template.

    • Print a listing of your current templates.

    • Make a template inactive.

See also

4/25/2017 3:35:41 AM
QYPPRDQBKSWS07 9138 Pro 2017 8fb18b