Hi Gita, Your QuickBooks Landlord Guide to Financial and Property Management has saved me so much money and time. So my question is how do Import and Export Templates?
Just a little on how I came about buying your book on real estate using QuickBooks. I found you on the Intuit real estate forum and asked questions, how do Import and Export Templates? but not the detailed answers which I spent over 37 hours. Even with trial and error – was not even close. So I decided to spend money on a great product rather than spending 99.00 or so. Thank you for the great book, let me know when your book is ready for REO, BPO, and Receivership, we already have 3 new clients signed up last week. I am ready to make the investment for the amount of $299.00 without blinking an eye.
—Gray M. with Re Max for 10 years and counting
A: Thank you for the kind words Gray and I am glad we both invested in our book QuickBooks for Landlords Accounting and Bookkeeping System. Here is a step-by-step procedure:
Export the template: Click on File > Lists > Templates > Right-click on the Template and select the Export – save it in a folder that is easy to find
Import the template: Click on File > Lists > Templates > on the bottom left of the Templates window, click on Templates, and select Import – select the file to import
You should be able to see the template you imported on the list.