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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

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PPRDQSSWS804 9142 Pro 2018 d5c37d