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R
RSLATER
May 4, 2024
Question

Service date field

  • May 4, 2024
  • 1 reply
  • 0 views

Why can't I get the service date to show up on my invoices? I used to be able to indicate dates for each line on my invoices, now the date field for each line isn't there. ???

1 reply

L
LouiseG12
May 4, 2024

I can help you with the service date to show up on your invoices, RSLATER.

 

Ensure that the Service date is turned on in the Account and Settings page to add that column to your sales forms. Here's how:

 

  1. Navigate to the Gear icon.
  2. Click Account and settings.
  3. Select the Sales tab, then go to the Sales form content section.
  4. Turn on the Service date option.
  5. Click Save, then Done.

 

If the service date is already turned on but you're still unable to see the field on your invoices, let's perform some troubleshooting steps to fix this. The issue might be caused by a data problem with your browser. At times, the browser stores frequently accessed data, which can result in unusual behaviors in any online platforms, including QuickBooks Online (QBO).

 

 Let's try logging in to your QBO account using a private browser as it ignores websites from using cookies and doesn’t record any history and data. 

 

You can use either of these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

Once it works, go back to your regular browser and clear its cache to refresh the website's preferences. You can also use the different supported browsers for the best and most secure experience.

 

I'd also like to share more articles with you in case you need to make more customization to your sales transactions:

 

 

Please know that the Community is always open all the time if you need anything. I'd jump right back and help you again. 

D
Datasponge
May 8, 2024

I already have this field enabled. The disappearance of it only occurred after the 'new' invoice layout was forced on me.  Now it doesn't exist.  It is a vital field.  Ridiculous.

M
Mark_AG
May 8, 2024

Hello there.

 

I understand the importance of the service date field showing in your new invoice creation window. I'm here to guide you in fixing this.

 

Since you have already enabled the service date feature, I recommend following the steps my colleague provided above about troubleshooting your browser to fix browser-related issues.

 

If the problem persists, you'll need to go to your Accounts and Settings window and disable the Service date feature. Then, sign out of your account from QBO and sign in again. After that, you can enable your Service date feature again and go back to your new invoice layout to see the service date field.

Furthermore, you can also consider customizing your invoice and other sales forms in QuickBooks Online.

 

We always value your feedback and we'll take note of it. Please don't hesitate to leave a reply if you have other concerns besides a missing service date field in an invoice. I'm always here to help.

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