Exporting and Importing Journal Templates

View - Accounting - Journal Templates

Journal templates are only available to the company database it is created in. If you have created journal templates that you want to use in several company databases, you can export the templates and import them into another company database.

Exporting journal templates

  1. Select View - Accounting and Journal Templates.
  2. Click Export. 
  3. Transfer the journal templates you want to export to the right side of the window.
  4. Click Export.
  5. Browse through to a folder where you will save the file (the company database's document directory is set by default). Read more in Other Programs
  6. Click OK.

The journal templates are now exported and can be imported to another company database.

Importing journal templates

  1. Select File - Open company database.
  2. Select the company database to which you want to import the journal templates.
  3. Select View - Accounting and Journal templates.
  4. Click Import.
  5. Navigate to the folder with the journal template (the document directory of the original company database was set by default). Read more in Other Programs
  6. Select the file that contains the export and click OK.
  7. Transfer the journal templates you wish to import to the right in the window.
  8. Click Import.

The journal templates are now imported and can be used for Journal Entry.

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Journal Templates