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A
arkvalleyinfo
February 12, 2019
Question

How can I get th 'Description' column in the INVOICING/Invoices screen? I cannot differentiate different jobs done for the same customer. A Pain adding memo for All Sales

  • February 12, 2019
  • 2 replies
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2 replies

BettyJaneB
BettyJaneB
February 12, 2019

Hi there, @arkvalleyinfo.

 

Thanks for posting here in the Community. Allow me to provide some clarifications about adding the description column on your invoice screen in QuickBooks Online.

 

To add the description column on your invoice you'll need to check on the description column on your template. Doing this adds a separate line on your invoice. 

 

Here's how:

  1. Click on the Gear icon at the top.
  2. Under Your Company, select on Custom Form Styles.
  3. Select on your Invoice template.
  4. Click on Content.
  5. Click the middle box of the invoice.
  6. Remove the check-mark for Include description here under the Products and Services.
  7. Put a check-mark on Description box.
  8. Click Done.

I've attached some screenshots below to guide you through the steps:

 

That should do it.

 

Please let me know how it goes. I'll be around to help if you need further assistance. Have a great day!

R
Rosa3
February 20, 2020

Trying to get an invoice with only item description and amount on it. How can I broaden the item description field? It is displayed all compacted in narrow column with three lines, with plenty empty space beside it.

AlcaeusF
AlcaeusF
February 20, 2020

Thanks for joining this conversation, @Rosa3.

 

You can edit the template that you're using to broaden the item description field. There are two ways on how to do this. The first one is to open the invoice that you've shown in the screenshot.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the Sales menu at the left pane to get to the Invoices page.
  2. Locate and choose the invoice to open the transaction. 
  3. Click the Customize option at the bottom and pick Edit current. 
  4. In the Content tab, select the Pencil (edit) icon in the middle section. 
  5. Tick the Edit Labels and Widths option and move the slider for the Description to change the width. 
  6. Hit Done.

 

The second option is to go to the Custom Form Styles page. Please refer to this article for the detailed steps on how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have any other issues or concerns in the comment section below, and I'll get back to you right away. I'm more than happy to answer them. Have an amazing rest of the day!

    M
    Mahasin
    June 17, 2019

    can we add 2 description boxes

    MaryLandT
    MaryLandT
    June 18, 2019

    Hello there, @Mahasin,

     

    You can only fine one box for the description of the product/service on the customize template page. However, you can enter as many descriptions as you want since the size of item description is 4095 characters. You can check out to this article for your guidance: Character limitations for fields in QuickBooks.

     

    If you need to create another line for the item description, you can press CTRL + ENTER on your keyboard through the Invoice page. Please see the attached screenshot below for your reference.

    If you wish to create a new item, please follow the steps listed below:

    1. Click the Gear icon at the right top.
    2. Select Products and Services under Lists.
    3. Click New.
    4. Select the product or service type.
    5. Enter the description of the item, then click Save and close.

    Feel free to read through this article for additional information with the solution provided above: How to Create and Use a Products and Services List.

     

    If you need to create an invoice and receive customer payments, check out to this link: How to Create an Invoice.

     

    Let me know if you have need additional information about adding an item description. I'd be glad to help.

    A
    asharples
    January 15, 2020

    How do we edit the "memo" column under the list of invoices for one customer?  Or is there another way to differentiate multiple jobs for the same customer without having to open each invoice to see which is which?  

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