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February 22, 2024
Question

I can not see the line item descriptions within Invoices unless I click on each line item separately - this is a very recent change - can anyone tell me how to revert it back so that all the data is visible

  • February 22, 2024
  • 1 reply
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1 reply

February 22, 2024

Hello mfedorus,

 

Welcome to Community!  Having the ability to view the item descriptions on your invoices, is essential to ensure accuracy.  QuickBooks Online enables you to make adjustments to your invoice template, in times such as this.  I would be glad to assist!

 

To view the description on your invoices, follow these steps;

 

1. Open your Settings ⚙ and select Custom form styles

2. Click on Edit for your default form

3. Open the Content tab

4. Select the Edit pencil in the table section

5. Checkmark the box to show the Description

6. Make any other selections, as you feel necessary

7. Hit Done to save your changes.

Note;  When the the description is turned off, it will appear when creating an invoice, but won't show in the print/preview screen.  When it's turned on, print/preview will show the line descriptions.

Here's a helpful guide to assist with customizing invoices, estimates, and sales receipts in QuickBooks Online.

 

If you  have any other questions, feel free to reach back out.  We would be happy to help!