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S
suzannek1
June 4, 2024
Question

I need help with new invoice layout. It is now sending invoices to my customers with accounting codes. How do I remove this from customer view?

  • June 4, 2024
  • 1 reply
  • 0 views
It is so confusing.  Not a good program for editing.  I knew how to edit in the old version.  Can someone tell me how to use modern view and not have the customer see accounting codes?  Please!

1 reply

A
Anonymous
June 4, 2024

I can help you remove the accounting codes when sending invoices to QuickBooks Online (QBO), @suznnek1.

 

Before doing so, could you please specify what you mean by accounting codes? Also, are you referring to the invoice number? Providing this information will help me gather the necessary details.

 

If you're referring the accountant codes to the invoice number, I can guide you on how to remove them. Follow the steps below:

 

  1. Sign in to your QuickBooks Online.
  2. Click the + New button then Invoice.
  3. From there, click the Manage icon then select Customization.
  4. Toggle off the Invoice No.
  5. Once done, hit Save and Close.

 

Also, you can utilize your invoices by creating a customized template that you can make to remove the accountant codes. However, if you have already a template that has no accountant codes then you can use that.

 

To create one here's how:

 

  1. On your homepage, click on + New then Invoice.
  2. From there, click the Manage icon then select Design.
  3. Choose the Invoice template that you recently made that has no accountant codes.
  4. If it doesn't have an Invoice template, you can tap on Manage.
  5. Select on New Style, then choose Invoice.
  6. From there you can do whatever you want by customizing that template.

 

Furthermore, I have included this helpful article that provides further insights into the subject matter: Set up and send progress invoices in QuickBooks Online.

 

If you have questions about managing your invoices or other QuickBooks-related concerns, feel free to drop a comment below, and I'll provide the necessary help.

S
suzannek1Author
June 4, 2024

And this removes the invoice from the modern view.  So what was the purpose?   You cannot view the email or customer views in "other templates".  It makes no sense.

R
rvrfrf
June 4, 2024

Thanks for following up with the Community, suzannek1.
 

I can certainly understand how an ability to change an invoice's design to standard instead of modern and still be able to see previews for your templates could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while signed in.
 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.

 

If you'd prefer to keep your invoices with a modern design, you can go to Manage, Design, then select Modern.
 


 

I'll be here to help if there's any additional questions or information about accounting codes you'd like to provide. Have an awesome Tuesday!

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