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Import invoice format for Planning

quickbooks pro desktop 2021 export and import invoice and other form templates let's get into it with intuits quickbooks pro desktop 2021 here we are in our test template practice file we currently have the open windows open you can open the open windows by going to the view drop down selecting the open windows list now we're going to go to the lists drop down we want to take a look at the templates lists we've been adjusting some of our custom templates including this invoice up top now we might want a situation where we may have a situation where we want to export the template and then import it into another file for example we might be testing these templates in a practice file such as this we might want to export it from here import it into our company file for use there so how do we do that how do we export a custom template this is one that we have customized the email orange target remit invoice we're going to be selecting that highlighting it and then we're going to go to the templates drop down or rise up and we're just going to export the template so we're going to go to the templates rise up we're going to export the template we will then choose where we want to put it on our computer so i'm going to put it in our test file form templates folder i'm going to go ahead and and then of course we can change the name of it down here i'm going to go ahead and save that i'm going to then minimize what we have here and see what we got so here's what the template form looks like so here's the quickbooks program over here here's our actual file this is the qbw file that we're using that's our data file and here's the template file so here's the email orange target remit uh invoice and there's there's the name of the template so let's go back close this back out and let's imagine we're opening up another company and then import it back into the system so if i go back into quickbooks let's go back into quickbooks let's adjust this one and then i'm going to make it inactive so that i then gonna import the template that i just we just exported into the same into the same uh quickbooks file so i'm going to double click on this and let's say that we manage the template and i say this is email so on put a 1 before it and then i'm going to say ok and then ok and then i'm going to right click on it and i'm going to make it inactive i'm going to say let's make this one uh inactive so and there we have it and now i'm going to import that same template we made right here so i'm going to go to the to the templates drop down or rise up and we're gonna go see now we're gonna import it now we're gonna do the importing side of things and then we find it on the desktop so there it is there's in that same folder we want the email orange target remit i'm gonna say okay and there it is we got the uh the formatting of it then i'm going to say okay and that should put it back so it's back it is now back we have now imported it opening this up there's going to be our format of our invoice if i was to go down here and say include inactive items we have the one with the one before that was the one we exported originally and then we changed the name and imported this one back into the system so if you want to basically test your templates like you might have a whole nother quickbooks file where you basically experiment with templates possibly and have different templates and you can simply export them and then import them into the files that you want them to be in for use and that could be useful if you're a bookkeeper or something like that and and you and you might want to set up your own list of custom templates that you then could design for different customers and be able to export those custom templates and import them to the customers as as necessary but be able to house all the templates that you have put together and customized in possibly one quickbooks file