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Replying to:
KhimG
QuickBooks Team

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Hi there, @gfle.


Thanks for reaching out to the Community. I’d like to join the conversation and share some information about importing templates in QuickBooks Desktop.


Similar to QBO, you can customize the built-in templates for your invoices and other transactions. Let me show you how:

  1. Go to the Lists menu and select Templates.
  2. Select the template you want to customize from the list.
  3. Click the Additional Customization tab.
  4. Update the template to only show the information you want.
  5. Hit OK.

 

 

 

 

If you wish to import your personalized form, follow the steps below:

  1. Go to the Lists menu and select Templates.
  2. From the Templates drop-down, select Import.
  3. Locate the template you want to import and select Open.
  4. Keep the original name of the template or change it.
  5. Click OK to see the imported template on the list.

 

 

 

For more information about this, take a look at this article: Use and customize form templates.


That should get you pointed in the right direction.


Let me know if this works for you, I’m always here to keep helping. Take care and have a pleasant day ahead!

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