For example, the Canadian version of QuickBooks can't export templates to the U.S. You can’t import templates created in one regional version of QuickBooks into another.You can’t import customized templates created in newer versions of QuickBooks into older versions.This saves your time in personalizing templates for your estimates, invoices and other forms in case you have multiple company files or you need to start a new company in QuickBooks Desktop. You can copy customized templates from one company file to another. You can now use the copy of the template with the type of form you choose. Select the type of form you want this template copy to be used for.Select the Templates ▼ dropdown, then Duplicate. ![]() In the Templates list, select the template you want to copy.For example, you can use your invoice template design for packing slips. You can duplicate a form template and apply the design to another template. Select Print Preview to see your form.Then select Layout Designer to move or resize items on the form. Select Additional Customization to add or remove the items from the header, columns, or footer. ![]() You can also change any of this information by selecting Update Information.
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