How to import Templates into QuickBooks?
You can import certain template files (.des files) into your QuickBooks files. Some templates can be imported into QuickBooks directly.
Template files are identified by the .des file suffix.
Learn how to import Templates into QuickBooks by following the below steps:
- Log into the company file you want to import the template into.
- Select Lists.
- Choose Templates.
- Click the drop-down arrow next to Templates as shown in the illustration below.
- Select Import.
- Navigate to that location to find the .des file that is being imported.
- Double-click Open.
Now, the template should be accessible within the QuickBooks company.
Benefits: Here’re the 3 benefits of importing Templates into QuickBooks:
- Time Savings: By removing the need to manually build or duplicate templates in QuickBooks, importing templates saves you a significant amount of time. Pre-made templates for invoices, purchase orders, sales receipts, and estimations can be readily imported and used right away.
- Consistency and Branding: Using templates when creating business papers ensures uniformity. You can import templates with your brand identity in mind, including the formatting, colors, and logo of your business. This gives all of your financial records a polished, consistent style that improves the perception of your company.
- Accuracy and Efficiency: Predefined fields and formats provided by templates lower the likelihood of data entry mistakes. You can enter data quickly and guarantee consistency in your financial records by importing precise and well-structured templates.
