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Template

Template refers to the version of the business form you used when you entered a transaction. If a particular business form in QuickBooks doesn’t meet your needs, you can create your own version—called a template—in which the fields, columns, and text on the form appear exactly the way you want them to.

This filter is particularly useful when you use two or more templates of the same form and you want to limit the report to transactions that use a particular template.

To include

Do this

All templates

Click the Template drop-down list and choose All templates.

Two or more templates

Click the Template drop-down list and choose Multiple templates. Select each template whose transactions you want to include in the report.

One template

Click the Template drop-down list and choose a template from the bottom section of the list.

KB ID# H_RPT_FILTER_TEMPLATE
9/28/2016 4:54:37 PM
PPRDQSSWS407 9138 Pro 2017 30e03e