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userkatie3
May 11, 2024
Question

THE NEW TEMPLATE WHILE MAKING INVOICES IS REALLY BAD. I NEED HELP MODIFYING. I WANT TO HIDE "CLASS (HIDDEN)" AND I NEED THE COLLUMNS TO BE ADJUSTABLE. HELP!

  • May 11, 2024
  • 3 replies
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    3 replies

    F
    FateCandylaneT
    May 11, 2024

    Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, userkatie3.

     

    With QuickBooks Online, managing classes, locations, and tags on invoices are default settings once enabled from your company's setup. However, if you want to hide or remove Classes on your sales forms, you'll need to turn off the class feature from your account's configuration. To help you do this:

     

    1. Go to the Gear icon and select Accounts and Settings.
    2. From the Advanced tab, click on the Categories section. Then, turn off the Track classes option.
    3. Once done, select Save. Then, Done.

     

    On the other hand, the ability to adjust columns on your invoices isn't available in the program's new rollout updates. For now, you can submit your product ideas from your online account. To do that:

     

    1. Go to Settings and select Feedback.
    2. Enter your suggestions and click Next to submit them.

     

    Moreover, you can track and enter customer-paid invoices and run specific reports to help review your business finances and other accounting data.

     

    I'll always be around on this thread if there's anything else you need further assistance with when managing sales transactions in your file. Keep safe and have a great weekend ahead!

    A
    Alpha X
    May 12, 2024

    It's killing me. The new Layout is terible. I called and told them that I can not create multiple invoices against an estimate and they couldn't figure it out either. 

     

    QB team, JUST TURN ON THE OLD VERSION BACK.

      I
      IrizA
      May 12, 2024

      Hello, Alpha X. 

       

      I can see the challenges you're facing while creating multiple invoices from your estimate, also known as progress invoicing. Let me provide you with some information regarding this. 

       

      In QuickBooks Online (QBO), the functionality of creating multiple invoices against an estimate is still available since it's excluded in the features that were unavailable in a new experience. Therefore, please check if you enable the Progress Invoicing feature in your settings. 

       

      Here's how: 

       

      1. Go to the Gear icon located in the upper right corner. 
      2. Under the Your Company column, choose Account and Settings.
      3. Tap the Sales menu on the left side of your screen. 
      4. Find the Progress Invoicing section and press the Pencil icon to edit.
      5. Turn on the Create multiple partial invoices from a single estimate switch. 
      6. Press Save. Then click Done.

       

      Afterward, proceed to check the total amount within the invoices created. If it's not yet equal to the estimate's amount, you can still make invoices for that specific estimate. If it is, creating another invoice transaction will be unavailable since its amount is already the same as your estimate.  

       

      On the other hand, if creating progress invoicing is unavailable to you, I suggest contacting our online support team since they have the right tools to check and identify why this is happening on your end. 

       

      Here's how to contact our support:

       

      1. In your QBO account, select Help (?). 
      2. Choose the Search tab.
      3. At the bottom of your screen, click Contact Us.  
      4. Type your concern. Then click Continue. 
      5. You may choose Callback, Appointment, or Chat, as your way to connect with us. 
      6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number. 
      7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

       

      To ensure you receive the best support, check our QuickBooks Support hours to know when to call.

       

      Additionally, you can access this material to learn more about progress invoicing: Set up and send progress invoices in QuickBooks Online.

       

      Furthermore, you can customize invoices, estimates, and sales receipts in QuickBooks Online if you'd like to personalize and add some specific info to your forms. 

       

      The Community always has your back whenever you have more questions about progress invoicing or share your ideas. Feel free to leave your comments below for us to be notified. 

      P
      Pitso
      March 12, 2025

      I AM SO DISAPPOINTED.  I REGRET BUYING BEFORE TRYING IT OUT FOR FREE. WHICH I DONT REMEBER SEEING A DEMO. ONE CAN NOT ADD EVEN THE SIMPLEST IMPORTANT VAT NUMBER TO THIER COMPANY DETAILS. I WANT TO CANCEL THE YEAR SUBSCRIPTION AND REQUEST REFUND. RATHER SPEND ON XERO WHERE I CAN DO SMALL IMPORTANT DETAILS.

      R
      RhoiceW
      March 12, 2025

      I completely understand how you feel, Pitso. Like you, I value efficient approaches to managing sales transactions and templates in QuickBooks, especially when it comes to incorporating crucial details like your VAT number into company information. We truly respect your decision to cancel and request a refund, and we’re here to support you every step of the way in this process.


      I also appreciate you for taking the time to share your experience and insights. Your feedback is invaluable to us, as we are always looking for ways to enhance functionality and improve the overall user experience.

       

      To cancel your account, here's how:

       

      1. Log in to your QBO account.
      2. Go to the Gear icon and select Account and Subscription.
      3. Locate the subscription, then click Cancel.

       

      For the refund request, you may need to reach out to our QuickBooks Online support team who have the necessary tools to assist you:

       

      Here's how:

       

      1. Sign in to your QBO company.
      2. Select the (?) Help icon.
      3. Use the QB Assistant to enter your question or topic. The assistant will provide options for you to get answers. Alternatively, use the Search tab to enter a keyword or topic of interest. You'll be presented with a list of related articles.
      4. If you can't find answers to your questions, select Contact Us to be connected to an expert for help.

      Highlight of the Cancel button in the One Intuit Account Manager.

      Furthermore, you might find this article on managing your invoices in QBO helpful. It provides guidance on personalizing your invoices and making them look more professional.

       

      Additionally, if you decide to continue using your account after canceling it, you can always resubscribe by following the instructions in this article.


      Please know that your feedback is important to us, and we are continuously working to improve our service to offer the best possible experience. Thank you for allowing us to address your concerns.

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