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arkvalleyinfo
December 11, 2018
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Can you import customized invoice templates from previous versions of QB for Mac?

  • December 11, 2018
  • 3 replies
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I upgraded from QB for Mac 2013 to 2016 and my customized invoice template did not transfer with the company file. Any way to access this template and avoid having to create it again? All previous invoices are using a default template that comes with the software so not only am I unable to create new invoices but my old invoices are unsuitable. All online help suggests Lists>Templates but this option is not available on my version. Creating a new invoice template seems to be problematic as well as nothing shows up on my screen after selecting New Template or Edit current Template under the drop down menu for Current Template.  

    Best answer by ShiellaGraceA

    Hi there Kirsten M.,

    Customized templates created in QuickBooks for Mac do not export to other company files. They are confined to the company file in which they were created. Here's how to export and import templates in QuickBooks for Mac:

    1. From the Customers menu, select Create Invoices.
    2. At the top of the invoice, click the Invoice template selection button and choose Edit Template. This opens the Layout Designer view.
    3. Click File at the top of the Layout Designer.
    4. The template can now be exported or imported as desired.

    You can refer to this article to learn more: Use and customize templates in QuickBooks

    Feel free to let me know if you have any questions, I'll be happy to help.

    3 replies

    S
    ShiellaGraceAAnswer
    December 11, 2018

    Hi there Kirsten M.,

    Customized templates created in QuickBooks for Mac do not export to other company files. They are confined to the company file in which they were created. Here's how to export and import templates in QuickBooks for Mac:

    1. From the Customers menu, select Create Invoices.
    2. At the top of the invoice, click the Invoice template selection button and choose Edit Template. This opens the Layout Designer view.
    3. Click File at the top of the Layout Designer.
    4. The template can now be exported or imported as desired.

    You can refer to this article to learn more: Use and customize templates in QuickBooks

    Feel free to let me know if you have any questions, I'll be happy to help.

    M
    MH31
    November 19, 2020

    Could we import a customized template of word format in QuickBooks desktop mac as we can import word template in QuickBooks online through QBO EZ map fields? 

    RenjolynC
    RenjolynC
    November 19, 2020

    Hi there, MH31.

     

    For now, you can only use Template Files (*.DES) file type to import a template in QuickBooks Desktop for Mac. Here's an article for reference: File types and extensions used by QuickBooks Desktop.

     

    You'll want to check out some third-party apps that can help import Word templates. You can go to the Apps for QuickBooks Desktop website and search for a keyword like Import Word template to get started. 

     

    If you're using the current template in QuickBooks Desktop for Mac, you can customize it. Here's an article for the instructions: Customize form templates in QuickBooks Desktop for MAC.

     

    I'll be around if you have any follow-up questions or other QuickBooks Desktop concerns. Take care and stay safe.

    S
    SkinnyRaven
    December 11, 2018

    Custome templates are only lost when converting across platforms. Assuming you have confirmed your customized invoice template does not show in the drop down list, use the feedback option, (quickbooks>quickbooks feedback) and submit a bug report. 

    I
    IntuitBrooks
    December 11, 2018

    The templates should have converted.  Please contact me at my email address and include a link to this forum topic for context.  Hoping we can have a look at your file to diagnose the problem.

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