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December 10, 2023
Question

Is there a way to have more options for what is written on the invoice? I need a space for a detailed description of work and also a spot for customer vehicle information

  • December 10, 2023
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1 reply

MariaSoledadG
December 10, 2023

QuickBooks Online (QBO)keeps track of your business and helps you manage and view all parts of your business.  I have a solution for how you can adjust the description field on the invoice, Harris. 

 

With custom form styles, this allows you to change the appearance and layout of your transactions such as invoices, sales receipts, and estimates. You'll have the option to adjust the field by following the steps below:

 

  1. Go to the Gear icon, then select Custom form styles.
  2. Under the Content tab, click the Description tab of the invoice on the other side.
  3. Click Edit Labels and Widths.
  4. Toggle to the left to give more space for the Description column. 
  5. Hit Done.

 

On the other hand, you can set up a custom field for your customer vehicle information if you're using the Plus and Advanced versions. To do so, follow the steps outlined below:

 

  1. Go to the Gear ⚙ icon and select Custom fields.
  2. Select Add field. Note: If this is your first time creating a custom field, select Add custom field.
  3. Enter Customer Vehicle Information in the Name field.
  4. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Click Save.

 

Once you create an invoice, you'll now see the option in your invoice. I've added a screenshot for more information: 

 

 

In addition, QuickBooks lets you create personalized and professional-looking invoices, estimates, and sales receipts. Learn from this article on how you can customize them. I've added this article for more details: Customize Invoices, Estimates, And Sales Receipts In QuickBooks Online

 

Keep me posted if you have further questions when customizing invoices. I'll be one post away if you need further assistance.