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Duplicate a template

When is it useful to duplicate a template?

When you duplicate a template, you're making a copy that you can use as a starting point for creating another custom template. This is useful when:

  • You want to change the layout for one of the Intuit standard forms.

    You can only add your company logo and company information to these templates. However, QuickBooks won't let you change the layout of these templates. Instead, you can create a duplicate of the template, save it under a different name, and then change the layout of the duplicate.

  • You want to use the layout in one of your custom templates for another business form.

    For example, if you create a custom invoice template and you want to use the same layout for your cash sales, you can duplicate the invoice template and save it under another name to use with sales receipts.

To do this task

  1. Go to the Lists menu and click Templates. Shortcut

  2. Select the name of the template you want to duplicate.

  3. Click the Templates button at the bottom of the list and then click Duplicate.

  4. Click the type of form to create. (It can be a different type from the original template.)
  5. Click OK.

    The new template appears at the top of the list. It will have the same name as the original template with "Copy of:" in front of it. For example, if you duplicate the Intuit Product Invoice, the new template will be called "Copy of: Intuit Product Invoice."

  6. In the Templates list, double-click the duplicate template to open the Basic Customization window and then click Manage Templates.

  7. In the Template Name field, enter a new name for the template.

  8. Click OK to save the new template and return to the Basic Customization window where you can begin customizing the form.

KB ID# H_CUSTFORM_TEMPLATE_DUPLICATE
9/26/2016 10:20:11 AM
PPRDQSSWS407 9138 Pro 2017 397e4f