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January 6, 2024
Question

Invoice and estimate templates

  • January 6, 2024
  • 1 reply
  • 0 views

How do I export invoice and estimate templates from one QBO account to another QBO account? I only seem to find help for moving from Desktop to Online.

Thanks.

1 reply

January 8, 2024

Welcome to the QuickBooks Community, Curt24!

 

I appreciate you reaching out to us here. I'd be happy to provide some information.

 

QuickBooks Online doesn't have the option to export templates from one QuickBooks Online account to another. I can see how having the ability to export and import invoice and estimate templates would be something you would like to see, so I recommend leaving feedback for our developers by heading to the "Gear" icon and clicking on the "Feedback" option. These comments are considered and taken into account when creating new features and updates for QuickBooks.

 

If you have any further questions, feel free to reach back out.