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user97408
May 14, 2021
Question

How can I customize a credit memo? I don't need quantity or rate to show up because I do not use them, only the amount. Also, the product/services is just taking up room.

  • May 14, 2021
  • 1 reply
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1 reply

May 14, 2021

Hi user97408,

 

Customizing is a great way to put your own personal touch to your company and QuickBooks Online offers many ways to do just that. I can help explain what can be customized in your account.

 

QuickBooks Online lets you easily customize and save templates to be used whenever you need them. The current templates that are able to be customize are your Invoices, Estimates and Sales Receipts. To find out more on how to customize these I recommend looking through this article. If you want the ability to customize your credit memo's you can let our development team know by submitting feedback so they can take into consideration adding that feature in future updates. In order to submit feedback you can use the following steps.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Have a great day!