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rbuchan_contextrealty_com
Level 1

How do I widen the "Description" column in my invoice templates?

 
1 Comment 1
JamesM
QuickBooks Team

How do I widen the "Description" column in my invoice templates?

Hi there,

 

Being able to customize your invoice is one of the powerful features that QBO offers. I'd be glad to walk you through widening the "Description" column on your invoice.

 

To do this, follow these steps: 

 

1. Select the Gear icon.
2. Under Your Company, select Custom Form Styles.
3. Select New Style, and choose a type of transaction from the drop down.
4. Select a tab to start customizing your form template.

  •     Design: Go through the following items and personalize them as needed. Change up the template / Dive in with the template: Choose from a variety of templates. Take note that while you can choose your template, you can't drag or rearrange boxes.
  •     Content: Select the section of the form from the preview on the right to make changes.
  •     Header: The topmost part of the form where you can customize your business and basic information. You can add up to 3 custom fields here.
  •     Table: The middle part is where you can select the fields you want to show on your forms, including the account summary.
  •     Footer: The bottom is where you can add customized messages or a note for your customers.

         * Edit Print Settings: Adjust how your forms will print in this section.

There's a great article with a video tutorial on how you can edit your invoice. I encourage you to check it out here. Don't hesitate to ask questions. I'm here to help. 

 

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