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