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August 15, 2021
Question

I tried a lot to remove something from the data shown in customer invoice by following the guidelines but failed so what should i do to remove that data ?

  • August 15, 2021
  • 1 reply
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1 reply

August 15, 2021

Thanks for coming by, @pvtuae1-gmail-co.

 

I'll share the steps on how you can customize the data shown in your invoices. To verify, is it company data or item info? It would be great if you can reply in detail so we can work from there.

 

Meanwhile, if you're trying to remove info from your company, you can remove them from your invoice template. Let me guide you how.

 

  1. Go to Gear.
  2. Choose Custom Form Style.
  3. Edit your Standard or invoice template.
  4. Tap the Content tab and then the Header portion (Table, or Footer)of the template.
  5. Un-tick the box next to the info or data that you want to remove.
  6. Click Done. See the image below.

 

 

 

 

Learn more about this feature in this article: Customise invoices, estimates, and sales receipts in QuickBooks Online (QBO).

 

However. if you're trying to remove the item's info from your invoice, you'll want to edit the description from the product settings. Here's how:

 

  1. Go to Gear.
  2. Choose Products and services.
  3. Select the item or service, then tap Edit. Make the changes.
  4. Click Save and close.

 

More of this is found in this guide: Add product and service items to QuickBooks Online.

 

I'm also attaching this link here in case you need help with other customer-related tasks. It has our customer topics with articles: Manage Customers and income.

 

 

Don't hesitate to reply anytime as I want to make sure this is resolved for you. Take care and stay safe.