FAQ:Can I Move QuickBooks Form Templates to Another Company File?

| May 21, 2010 | 0 Comments

You can transfer form templates between company files. In the source company file, select Lists and then templates. Select the form you want to move and right click on it (or click the “templates” button at the bottom of the list) and select Export. This will let you save the template as a “DES” file.

Go to the target computer, select Lists and then templates, click the “templates” button at the bottom of the list and select Import. Find the DES files and import them.

I recommend that you save any templates you create, because once in awhile QuickBooks may scramble them. So having an external backup can be helpful.

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Category: FAQ, Invoicing

About the Author (Author Profile)

Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.

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