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October 29, 2023
Question

Invoices

  • October 29, 2023
  • 1 reply
  • 0 views

Since they have changed the invoicing as of 10/16/23, I cannot seem to hide the "Product or service" on my invoices, which I could do previously.  I only need customers to see the "Description" because it has the details they need.  It takes up too much space and is too wordy for my needs.  Does anyone know how to hide it?  I can't find it anywhere!

1 reply

October 29, 2023

Hello, lori2509. 

 

Thank you for contacting the Community! I'm glad to assist you with hiding your product and service on the invoice. There are two methods to achieve this, and I'm happy to provide you with detailed information on both of them. But before turning it off on the account and settings, make sure you adjust the "Quantity on Hand" to zero, and then make the product "Inactive." 


Firstly, you can hide the product and service on the invoice through the Account and settings. To do this, you need to: 

 

  1. Go to the Gear icon in the top right corner of your screen. 
  2. Click on Account and Settings in the Settings section. 
  3. Select the Sales tab and click on the Products and Services tab. 
  4. Here, you can turn off the Product/Service column option to hide it from your invoices. Then tap Save.

 



 

The second method is through custom form styles. To use this method, follow these steps: 

 

  1. Go to the Gear icon in the top right corner of your screen. 
  2. Click on Custom Form Styles
  3. Select the form you want to edit from the list of forms.
  4. Click on the Edit button next to the form. 
  5. Go to the Content tab and click the edit icon next to the Product/Service column. 
  6. Here, you can uncheck the boxes to show or hide the column.
  7. Press Done once finished.

 

 

 

 

 

 

 

 I've also included a detailed resource about customizing sales forms and creating recurring templates in QuickBooks: 

 

 

Please let me know if you have any further questions about hiding the Products and services on the invoice or if there is anything else I can assist you with. Just let me know, and I'll get back to you. Have a great day!