Moving Money Between Bank Accounts is NOT Income in QuickBooks
QuickBooks Trick: How to Handle Money Moving Between Businesses

Have You Backed Up Your QuickBooks Custom Invoice and Other Templates?

So you've just spent hours getting the colors and column widths just right in your QuickBooks invoices?

Take just a minute and make a backup copy of your handiwork. It's easy to do and you'll thank me later.

In QuickBooks, click Lists, then Templates in the menu bar. From there, click the template you would like to back up, click the box that says "Templates" in the lower left hand corner and then Export for a window that looks like this:

  Export Template

Once you click on the Export option, you will see a window asking where you would like to save the template. Simply choose an external drive, a flash drive, or other location that is not the same as your main computer as the place for safekeeping of your template.

OTHER TEMPLATE NOTES:

  • The process above allows you to backup one template at a time. To backup multiple templates, you'll have to use Windows Explorer to locate them and then copy and paste them.
  • QuickBooks invoice templates are stored as .DES files, so you can quickly do a search for *.DES files on your computer to locate where they are stored.
  • You can never have too many backups. QuickBooks has been known to corrupt templates every once in a while or a co-worker may mess one up as well. By having backups, you can quickly and easily pull it back as it should be and get back to work.

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Comments

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Richard:

From what I understand, the export feature is only copying the customized areas of the template.

Logos and images are stored in a separate location and they could easily be reattached to the document if it had to be restored, but they are not copied as part of the export.

Scott Gregory

Does this also work for a logo that you add to an invoice or will it only apply to the invoice customization of text? My real question would be if I create a custom background then add a logo would this save both images?

Thank you.

Great guide you got here.

I find this amazing! We have spoken to six or more "Techs" at Quickbooks in the last week and none of them knew how to do this! We had to have their "Recovery" team member call us back today to reset our Assisted Payroll, and that person didn't know that this could be done. Thanks for your tip, it saved us countless of hours!

Thanks for a great tip Scott - I'll pass it along to all my customers!

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