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How to Import and Export Templates

Import and Export Templates

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.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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