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A
aborgardt
January 7, 2024
Question

How do I remove the "Qty" and "Rate" from my Invoice in new layout

  • January 7, 2024
  • 1 reply
  • 0 views

in the old layout, I was able to customize invoices send to customers to exclude the 'qty' and 'rate' columns, which is a necessity for my business. How can this be accomplished in the New Layout? It appears this functionality has been removed? unless i just cant find it. 

 

1 reply

AlverMarkT
AlverMarkT
January 7, 2024

Hello, @aborgardt. 

 

The customization process in the new invoice layout is slightly different from the previous experience. Let me guide you through the steps in removing the "Qty" and "Rate" from your invoice in the new layout. 

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Click on New style, then choose Invoice.
  4. From the Design tab, enter the name of the template.
  5. Select the Content tab.
  6. Choose the middle section, and uncheck Quantity and Rate boxes.
  7. Hit Done.
  8. In the Custom form styles page, select the drop-down list beside Edit.
  9. Select Make default.

 

After this, please see the image below for reference in applying the created form style: 

 

 

Alternatively, you can also choose to remove the quantity and rate fields in your sales forms. Here's how:

 

  1. Go to the Gear icon.
  2. Select Sales.
  3. In the Product and services section, toggle off Track quantity and price/rate.
  4. Select Save, then Done.

 

Let me add this resource in managing your invoices and payments in QuickBooks Online: Self-help resources.

 

We're always here in the Community should you need further help customizing invoices in the new invoice experience. We'll do our best to assist. Stay safe. 

A
aborgardtAuthor
January 7, 2024

These are the directions to create forms in the 'OLD' style. I have already completed this years ago. In order to use the new features available with the 'NEW' style, I need to make these adjustments to the 'NEW' style forms, which is not done in that area. I did, just now, follow your directions to verify what im trying to do can not be done there.....

 

    F
    FateCandylaneT
    January 8, 2024

    I can see that your business has a definite need, aborgardt. I appreciate your effort in performing the steps shared above, and I've come to provide additional insights when customizing sales form transactions with the new layout experience.

     

    With the new version of invoicing and estimates, you can update and personalize your forms when creating them or in the invoice window. All the tools you need for customization are on the template itself.

     

    For now, I'll take note of your feedback to help improve our service and your overall QuickBooks experience. I highly appreciate your patience and understanding as we work on enhancing our product. You may personally send this idea to our program developers to work on its progress and include them in future updates. To do that:

     

    1. Go to the Gear icon and select Feedback.
    2. Enter your product suggestions or feedback.
    3. Then, click Next to submit feedback.

     

    In addition to that, turning off the Track quantity and price/rate option from your account's settings can be an alternative way to remove them from your sales forms. However, this section is considered for tracking your inventories to see insights on what you need to buy and sell for your company.

     

    In case you want to create templates for recurring transactions, I've included this guide to help you handle these entries: Create recurring transactions in QuickBooks Online.

     

    If you have additional queries while working with other QuickBooks tasks, just reply in the comments below and I'll make sure to provide further help. Keep safe and have a great day ahead!

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