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Black River Dave
December 21, 2023
Question

Broken Invoices

  • December 21, 2023
  • 1 reply
  • 0 views

I've contacted QBO team and solved this issue before. My business is a service based business, my clients contact me to perform sampling etc. When I'm finished I generate a report and prepare an invoice based on what service I provided. I do not provide or care about "estimates."

 

My issue is when preparing an invoice, I use the first line of the invoice to provide an overview of the service provided, the clients project number if any and date(s) of the service.

 

I then add an empty line with no information to separate the overview from the actual listing of services and products provided with quantities and unit costs.

 

The problem is why do zero's show when no product or service is selected and also on an added line? QBO team solved this once before the "update" to the ever changing QBO program (ongoing beta). I tried the online chat feature but what I got was a to bad so sad reply and a link to useless information about turning an estimate into an invoice article. 

 

Also the help

1 reply

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Black River Dave Author
December 21, 2023

My post above was truncated

 

The help feature keeps returning the message "I’m having some technical difficulties right now" since contacting QBO about this issue. You know there's a problem but refuse to address the issue. Please fix the problem since this is still a beta version of QB.

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jeanbiverly_
December 21, 2023

Let me help you get past the invoice issue, Dave.

 

In the new invoice layout, a zero is displayed even when no product or service is selected. To work around this, you can add custom fields. This will allow you to avoid creating a separate line for the service overview, project number, and service dates of the client. I'd be pleased to guide you through the steps.

 

  1. Go to the Gear icon and select Custom fields.
  2. Choose Add custom field or Add field.
  3. Input a name in the Name field.
  4. Tick the All Sales forms checkbox.
  5. To display the custom field on printed and delivered forms, turn on Print on form. Otherwise, it'll only appear in QuickBooks Online (QBO).
  6. Click Save.

 

For more detailed information, check out these articles:

 

 

Regarding the Help menu, aside from chat, you can also schedule a callback or directly dial our number found in this article: QuickBooks Online Support.

 

Just in case you want to personalize and add specific info to your sales forms, you can visit this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any other concerns regarding your invoices, feel free to hit us up. We've got your back.

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Black River Dave Author
December 21, 2023
"Custom fields aren't available in Simple Start. Upgrade your Quickbooks Online plan to create custom fields."

 

I figured QB was trying up-sell me to a more expensive subscription by adding useless zeros to any line I select then make me pay more to get rid of them. I can edit them out but I shouldn't have to do that.

 

Shame on QB!

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