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25. Customizing QuickBooks > Managing Templates

Managing Templates

Like other QuickBooks list windows, the Templates window (Lists→Templates) includes commands for managing the templates you create. In the Templates window, click Templates, and then choose a command on the shortcut menu. Besides obvious tasks like New, Edit Template, and Delete Template, it includes commands for other helpful things you can do with templates. (The box on the next page describes another way to get templates.)

The one problem with the Templates window’s Templates menu is that you can’t see what the templates look like. If you want to preview templates before you choose one to work on, do the following:

  1. Edit any template of the type you want (Invoices, Purchase Orders, and so on).

    In the Templates window, select the type of template you want, and then press Ctrl+E.


  

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