Question

Import cutom templates to 2021 desktop

Forum|Forum|4 years ago
August 6, 2021
2 replies
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Is there a way to import a custom template into Quickbooks 2021 desktop version? I have had a wed designer make one for me, but I cannot load it into the desktop version I have. Please help

QuickBooks Desktop

Noelia Nievas

Hi @Johan54

Quickbooks offers great tools to help you get your invoice's looking the way you want them. It is great that you want to customize your invoice to your preferred liking.

Here's how you can import an invoice template:

Click Lists.
Choose Templates.
Click the Templates drop-down arrow, then choose Import.
Look for the file, then click Open.

Reach out back if you require further assistance, I will be more than happy to help.

noelia

S

shannalehan

Import is greyed out, how do I fix this?

A

Amanda-B

Hey there shannalehan, Thanks for chiming in on this thread. Based on the information you've provided, I recommend using the QuickBooks tool hub. This tool is designed to fix common issues within your QuickBooks. You can follow the steps in this helpful guide on how to run the QuickBooks Tool hub.

If you require further assistance, I recommend reaching out to the support team outside of the Community, as they'll be able to view your screen as see what may be happening. They also have the appropriate tools to create a ticket to get the issues resolved if they feel it is necessary. You can reach them by following this link

If you have any other questions, feel free to reach out to us here.