How to duplicate a template in QuickBooks?

Software: QuickBooks Desktop accounting software

A template is a preset document; a document with your company logo, fields and align according to your business requirement. You can customise template such as invoice, credit note, sales order, etc. from the template wizard under the Lists menu of the QuickBooks accounting system. Besides adding new, duplicate from the existing template is another option to quickly creating a set of templates for your business.

QuickBooks Duplicate Template

Highlight the template, click the template button at the bottom of the template list window and select duplicate to create a duplicate copy. Then, open the duplicated copy and rename or amend the fields accordingly. That’s it, done!

QuickBooks Template Type

QuickBooks 2020 Desktop accounting software is available. Contact us if you like to upgrade.

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