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Jan 6, 2024 4:59 PM UTC
Question

How do I use my quick books desktop templates with my mobile app?

My mobile app and desktop app are 2 different platforms that do not share templates. Is that correct?

1 reply

Jan 6, 2024 6:46 PM UTC

Help has arrived, @suzannekessner.

 

I've got some insights about this template features in QuickBooks/

 

Beforehand, are you using QuickBooks Online for the Desktop app or QuickBooks Online Windows on your Desktop? But regardless of it, those are two different platforms with different templates. That said, using it on the QuickBooks Online mobile app isn't possible.

 

As a workaround, you can use your mobile browser to access your QuickBooks Online so your templates from the Desktop app will apply.

 

To learn more about using and customizing form templates, you can visit this helpful guide here: Use and customize form templates.

 

Please let me know if you require any additional assistance with QBO features. I'll be here to take care of them. Have a safe and enjoyable weekend.