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Celestyn Weaver
Celestyn Weaver
July 4, 2022
Question

Changing Terms on QBO

  • July 4, 2022
  • 1 reply
  • 0 views

So I want to edit my terms list, and I can change some of the different items on the terms spreadsheet such as date driven or fixed days, but I can't change discount on the day of the month, date of the month due, and discount percentage. I would like to edit more. How do I change this, or do I have to try and make more and delete the old ones?

 

1 reply

K
Kevin_C
July 4, 2022

I appreciate you for sharing the details of your concern, @Celestyn Weaver. I'll share some insights about how terms work in QuickBooks Online (QBO).

 

I understand that you want to make changes and improvements to QBO to meet your business needs. However, the option to edit and make necessary changes to your terms other than the name and due date is unavailable.

 

 

We recognize how beneficial it is for you and your business to have this option. I recommend sending your feedback to our Product Development Team. It allows them to review your suggestions and consider implementing them in future updates. Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

You'll want to create attractive and professional-looking invoices in QBO. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customize invoices, estimates, and sales receipts.

 

Please know that you're always welcome to post a reply in this thread if you are referring to something else. I'll be here ready to assist you. Keep safe!

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