Reports and accounting

Hi there, @Nwccinc.

Thanks for reaching out to us. I'm here to help provide some information about customizing invoice template in QuickBooks Desktop.

Currently, QuickBooks doesn't have an option to have the description and rate prefilled when pulling up the invoice template. What you can do is, set it up on the item list setting where you can add description and rate. Once you create an invoice, the information you added will automatically show when selecting the item. 

To do this, here's how:

1. At the top menu bar, click Lists.
2. Go to the Item List.
3. Double-click the item name.
4. You can add the description on the Purchase/Sales Information. 
5. Type-in the rate amount on the Sale price option. 
6. Click OK to apply the changes. 

For additional reference, you can check this article on how to Add, edit, and delete items.

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have the tools to pull up your account and do a screen share. 

1. Follow the Official Intuit Contact link.
2. Select your QuickBooks product.
3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
4. Click Get Phone Number at the bottom.

This will get you on the right track. Please know that I'm just a post away if you have any other questions about the item list. Wishing you and your business continued success.