Question

Why is the quantity section blank on my invoices, pdf and links I send out, when I have the quantity entered on the invoice creation page?

Forum|Forum|5 years ago
September 22, 2020
2 replies
16 views

I have added my hours in various projects in qbo and I have added and linked them in my invoice. I have the quantities showing on the page where I create the invoice but when I create a link to send to the client or create a pdf, the quantity field is blank. I have tried a number of different invoice templates and tried to change the width of the quantity column but the number will not appear.

QuickBooks Online

katherinejoyceO

Level 9

Welcome to the Community, @usernolan-houston. I appreciate you sharing the details of your concerns.

We can use a private or incognito window to identify a browser-related issue. Then, perform necessary troubleshooting on your main browser once confirmed. Use the keyboard shortcuts below:

Chrome: Ctrl+Shift+N
Internet Explorer: Ctrl+Shift+P
Firefox: Ctrl+Shift+N
Safari: Command+Shift+N

Log in to your account, then recreate your project and see if that works when you create a PDF.

There are times that your default browser is loaded with lots of data and may cause mishaps when loading pages. To resolve the issue, go to your default browser and clear its cache.

Otherwise, use another supported up-to-date browser to enhance your browsing experience.

For future reference, read through this article to learn about job costing: Track income, costs, and profitability by project.

Get back to us anytime if you have additional concerns. We're always delighted to help you some more.

U

usernolan-houstonAuthor

Thank you for getting back. I tried the steps you mentioned but this did not work.

When I manually enter data into a line for the invoice I see both the rate and the quantity in the invoice PDF. When I add the data from a project, I can see the data in the invoice creation page but not in the final PDF. I have tried creating new project as well to test this and I cannot get the data to populate in the PDF for any project.

J

JamesDuanT

QuickBooks Team

Thanks for getting back to us, usernolan-houston.

We can review how the invoice was set up. This might be the reason why it is not showing the quantities when previewing the invoice.

Open the affected invoice.
Click the Customize button at the bottom and select Edit current.
It will open the Edit invoices that turn heads and open wallets page.
Select the Content tab and click the second blurred section.
Mark the Quantity and the Rate boxes.
If you can't mark those boxes, make sure to remove the check mark in the Include Quantity and Rate box under Description.
Click Done.

You can use this link for reference when customizing an invoice template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

After that, you can go open and preview the invoice again. This should now display the Quantity and the Rate columns.

Let us know how this goes so we can further review the details.

S

sharilutz

Was this ever resolved?

I am having the same issue although I don't know when it started because it did not use to be this way. When I populate an invoice from time entries, I can see both the quantity (time) and rate, but on the invoice the client sees, both columns are blank. Only the manually entered line items - for example, application of a retainer, can be seen in the quantity and rate columns. I have cleared my browser cache and I have tried customizing invoices. The sample shows up fine but when I generate a real invoice, I have the same problem.

M

Mark_R

Moderator

I appreciate you performing the troubleshooting steps provided by my colleagues above to fix your issue, @sharilutz.

I've created an invoice on my sample file and send it to my email, and I was able to see the quantity and rate columns in the PDF file. Since your clients don't see the information on both columns, let's try to create an invoice in a test drive account and send it to your personal email. This way, we can verify if both columns are showing.

Open this QuickBooks Online Test Drive - Intuit.
Create an invoice, then send it to your personal email.
Go to your email services and open the invoice PDF file.
From there, verify if both columns are showing.

If it shows on the test drive account, I suggest contacting our QuickBooks Support Team. This way, they can further check the invoice template via screen-sharing. They can also create an investigation ticket if other users are experiencing the same.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent.

You might want to check out this article to learn more about customizing sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

S

sharilutz

Thanks Mark

I finally found what the problem is. I bill my time. To show the quantity and rate you have to go into Custom Forms, click at the top on Content, selct the pencil and even though the Quantity and Rate boxes are checked, you have to go lower on the left side of the page, click on "show more activity options," and then check the box for "show billable time," and "include hours and rate." I kept thinking that since the quantity and rate boxes were checked above this option, that I was good. But these must be for selling product, not one's time. Problem solved although I have no idea how this option ever got turned off - probably me.

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