Skip to main content
B
BillieBobJones
May 5, 2025
Solved

How do I stop quickbooks from automatically adding name, hours and rate to the description line on my invoice?

  • May 5, 2025
  • 1 reply
  • 0 views

When I import hours from time sheets into my invoice, quickbooks always add the name, hours and rate to the end of my description. Does anyone knows how to stop that? Thanks.

 

 

Best answer by EvethC

I have  uncheck quantity and rates, and opened quickbooks in a private browser window. The problem persists, when I print the invoice name, hour, and rate is added to the end of my description. Is there anything else I can try? Thanks


Your attention to detail is greatly appreciated, Billie. Let's ensure we use the customized template while recording invoices to reflect the changes we've made.

 

To properly apply these changes in your invoices, please select the customized template wherein the Include Quantity and Rate option has been unchecked.

 

If the correct template was used and the issue persists, please reach out to our Live Support Team. They can offer more in-depth help through a screen-sharing session and find out exactly what's going wrong.

 

Here's how:

 

  1. Log in to your QuickBooks account.
  2. Go to Help.
  3. Click the Search tab.
  4. In the search field, type in contact support, then press Enter. 
  5. Click the Contact Us button.
  6. Please choose between the methods to connect with our support.
  7. Follow the on-screen steps based on your choice.

 

To find out their hours of availability, please refer to the attached article: Get in touch with QuickBooks products and services.

 

Additionally, you can refer to this article to send a sales form or report to multiple email addresses at once in QuickBooks Online: Email a sales form or report to multiple email addresses in QuickBooks Online. This helps you save time and focus more on growing your business.

 

Should you require further assistance managing your sales forms, please don't hesitate to contact us. The Community team is here to help you.

1 reply

JenoP
JenoP
May 6, 2025

The system copies all data in the Notes tab into the Description column when creating invoices from tracked hours, Billie. Let me provide guidance to help with your concern.

 

Can you also clarify if the hours, rates, and names were added in the Notes section? If so, there's no option to selectively reduce or edit the data transferred to the Notes field during invoice creation, provided the content doesn't exceed the character limit.

 

 

If they are automatically added to the Description column even if they aren't added in the Notes tab, I'll provide additional troubleshooting steps to determine if a browser issue is causing this unexpected behavior.

 

First, add Intuit as a trusted site. Then, make sure to use the latest versions of QuickBooks Online-supported browsers when accessing your account.

 

Here's a list of recommended browsers:

 

 

Using these up-to-date, supported browsers can often resolve unexpected behavior in QuickBooks Online.

 

After that, create a test invoice from a time entry to check if the hours, rates, and names are no longer added in the Description column.

 

Feel free to check out or bookmark these articles just in case you need additional guidance when using these features:

 

 

Don't hesitate to come back here if you have other concerns when creating invoices and tracking billable hours. We're here to provide prompt and thorough assistance to address your concerns.

B
BillieBobJonesAuthor
May 6, 2025

Hi thank you for your reply

 

The notes section just have what I put in there. That is transferred to the description in the invoice. But when I print the invoice out as a PDF, the name, hours and rate is automatically added to the end, and I don't want that.

C
ClaireSamanthaS
May 6, 2025

We can check the customization of your invoice template to see if you have checked the Include Quantity and Rate option, Billie. I can show you how. 

It seems that these details might be added automatically due to the customization settings in your invoice template.

 

When creating invoices, you can customize your invoice template in the Design section. By modifying, you can personalize how your invoices look when printed, allowing you to achieve your desired format.

 

To modify the invoice template, here's how:

 

  1. Go to the Gear icon, and then select Custom form styles.
  2. From the Custom form styles, you can create a New style or click the Edit option on your default invoice template.
  3. On the Content section, uncheck the Include Quantity and Rate option. This is why the invoice adds the name, hours, and rate at the end of the Description when printed.


     
  4. After unchecking, it will automatically check the Quantity and Rate below.
  5. Once everything is modified, you can now hit Done.

 

After making the necessary modifications, you can create an invoice and import your timesheets onto it. Once you have done this, you can click on the Print or Download option below your created invoice. It allows you to preview the invoice without having to print the final template.

 

Moreover, you can utilize this article if you want to send your sales forms to your customer: Email sales forms in QuickBooks.

If you want to explore QuickBooks reports further and gain a better understanding of your financial situation, consider reaching out to our QuickBooks Live Expert Assisted team. Our specialists are ready to offer personalized support tailored to your specific needs.

 

As always, our Community Forum is eager to offer assistance if you have questions or concerns about managing and printing your invoices. Please circle us back, and we will promptly assist you.

Terms & ConditionsAccessibility statement