I have 2008 pro. When I back-up, my customized invoices, estimate forms, etc remain the same. But when I tried transferring the company file to my new Toughbook I bought for the road, everything transferred perfectly, except I needed to re create the custom estimate, invoice, etc forms.
maybe I don't know what I'm doing, but my wife has used Quickbooks for years and she wasn't able to provide the solution.