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JohnJohnJohnJohn
March 13, 2024
Question

Merge templates

  • March 13, 2024
  • 1 reply
  • 0 views

Hello, we are have an invoices for different customers and all the time when we are making a product we need to print 3 different templates for 1 transaction. We have an invoice template, packing slip and proof of manufacturing.  And it takes a lot of time when we need to print all 3 pages for 150+ transactions. Can we do it in 1 click or could we merge this 3 different template into 1 and print all 3 pages together?

i tried to find some information about it, but I can’t. Thanks.

We are using quickbooks desktop 2019.

1 reply

R
ReymondO
March 13, 2024

Hi there, @JohnJohnJohnJohn.

 

The option to print multiple templates using a single transaction or merge them is unavailable in QuickBooks Desktop For now, you'll have to open each invoice and manually print the template you desired to accomplish this task.

 

I'll share this resource about customising form templates in QBDT, check out this article: Use and customise form templates.

 

If you run into any problems customising your templates, please see this resource for specific troubleshooting steps: Fix common issues when you use and customise templates.

 

Please let me know if you have follow-up questions about managing your templates in the program. I'm always here to help. Have a good one.

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