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GregWoity
December 3, 2020
Question

Invoice Layout...

  • December 3, 2020
  • 1 reply
  • 0 views

I have been using Quickbooks Pro 2017 and switched over to Quickbooks Online and can't get my Invoices to printout (or saved as a pdf) properly.  

 

I add an itemized list under the Description field on the invoice for every Product/Service I enter on the invoice.  Sometimes there could be more than 100 items in the Description field.  On the desktop version, everything worked fine and the itemized list would printout properly even if it had to go over multiple pages for each Product/Service.  On the Online version, this list is truncated to 1 page and the rest of the items are lost.  If I email the invoice, the preview appears properly, but the attached PDF is truncated and incorrect.  Is there anyway to get this to printout (or save as a PDF) properly.

 

Thanks

1 reply

PatriciaT
PatriciaT
December 3, 2020

Hi GregWoity,

 

Thanks for sticking with us! I know how important it is to have every necessary information on your invoice layout. QuickBooks Online gives you the flexibility to adjust the description field width, so you can easily include all your info without it being truncated or lost. I'll be happy to guide you through this.

 

To increase your Description field width, please follow these steps.

  1. Go to Settings ⚙ and then Custom Form Styles.
  2. Locate your form and click on Edit.
  3. Select the Content tab
  4. Choose the second pencil icon on the sample form to edit the fields.
  5. Click on Edit labels and widths.
  6. Use the sliders to adjust the width.
  7. To remove a column completely, select and uncheck the column label's checkbox.

For more on how to customize your sales forms' layout in QuickBooks Online, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

I hope this helps! Feel free if you have any other questions.

 

 

G
GregWoityAuthor
December 4, 2020

Yes, I can do that.  However, if my itemized list in the description field is lengthy (for example 100 lines), when a pdf or printout is created, the list will truncate after a single page.  If i email the invoice, the preview looks ok, but the attached pdf is truncated.  

PatriciaT
PatriciaT
December 4, 2020

Thanks for following up, GregWoity. I want to make sure you're able to view every detail when you generate a print or preview. I was able to replicate this in my test account with 100 lines in the description field for multiple Products/services, and both the preview and printout came out fine on all of the pages. I'd recommend reaching out to support so we can have a closer look at your account and help you quickly get back on track. Feel free to also check out this article to make sure your PDF reader is updated: How to update, repair, or re-install Adobe Reader/Acrobat

 

Here's how to connect with one of our agents.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.
Social Media: Facebook, Twitter, and Instagram. 

 

Let me know if there's anything else I can do to help!

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