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February 17, 2022
Question

How can I include category in sales receipt template? I see the option for it, but when I select it nothing happens.

  • February 17, 2022
  • 1 reply
  • 0 views
I'm having an issue with Sales Receipts templates. I need to create a template that includes category and it appears there is an option for this (a checkbox like for the other options), but when I select it nothing happens. There is no category included in either the previews or the finished template. Is there some trick I'm missing?

1 reply

Jen_D
February 17, 2022

Thanks for reaching out to us, @carter11_2.

 

I can share some insights about customizing your sales receipts template.

 

When you select the Category option to appear on your sales receipt templates, the category information automatically populates the Description field. See this:

 

 

 

This is a default action in QuickBooks if you assigned categories on your products/services. If you don't see the categories on the Description field, let's try some browser troubleshooting for this concern. You can log in to your account in a private browser and test of the same error comes up there. Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove data history unless done manually.

 

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

Try reviewing the receipt from there. If it works, clear the cache to resolve browser issues in QBO. Using a different browser can also help.

 

Post here anytime if you have other program concerns or additional questions about this sales receipt template customization topic. Have a nice day!