Company Templates

This is an advanced feature and is currently available only for QuickBooks Online Accountant (QBOA) version. In order to use this template at the beta stage, go to QuickBooks Labs (gear > settings > quickbooks labs > Company Templates for Accountants) to enable this feature on to test it.

company templates for accountants
From regular QBO plans
company templates
From QuickBooks Online Accountant (QBOA)
accountant your templates

Templates store these basic components: Chart of Accounts, Products and Services, and Company Settings.
templates
In order to share your company template from any existing company to the public, just review, edit and make it public. Just apply the public template the next time you create a new company.
public templates

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