I know a way where you can exclude other fields that aren't that important in your sales forms, Accounts.
In QuickBooks Online (QBO), you can customize the contents and fields within invoice transactions. To do this, navigate to the Gear icon and choose Custom form styles. If you want to remove the custom field from your form, you can go to the Custom Fields, then edit and exclude it.
Follow the steps below:
If you want to edit the Custom Form Styles:
If you want to remove the Custom field:
Additionally, you can utilize this website to learn more about how to customize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.
After you create an invoice and your customer pays it, you'll need to record it to balance the invoice transaction: Record invoice payments in QuickBooks Online.
The community is always open to any questions you may have while using QuickBooks.
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