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Download a template from the QuickBooks Template Gallery

QuickBooks provides you with an online Template Gallery of over 100 predesigned business form templates so you can easily find one that addresses your specific business needs. Templates are available for different forms, industries, styles, graphics, and layouts. You can use the templates as-is, or customize them further.

To do this task

  1. Go online Go to the Template Gallery for Forms page (requires Internet connection).

  2. Select the type of form you want to download in the Quick Links section, or scroll down the page to find the form.

    All of the templates can be printed, but some can also be used for e-mailing. If the name of the file starts with the word E-mail, the template is suitable for e-mailing.

  3. When you find a template you want to use, click Download.

  4. In the File Download window, click Open. (It may take a few minutes for the file to download; please be patient.)

    Be sure to click Open when following these instructions to ensure the template is placed in your templates list. Do NOT click Save.

    When the download is completed, the Basic Customization window opens for the template and the template is stored in your templates list.

  5. (Optional) Click the Manage Templates button and in the Template Name field rename the template.

  6. Click OK to save the template.

    The template is now stored in your Templates list. You can use it now or customize it further.

To select the template while working in a form, click the drop-down arrow at the top right side of the form.

Templates list in form window

See also

KB ID# H_CUSTFORM_OV_DOWNLOADING_TEMPLATES
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