You’ve put some great work into designing your invoice, carefully selecting the logo and color-scheme that best matches your brand. Make sure you spend an equal amount of energy designing the overall layout.
Many QuickBooks users like to provide long item names and detailed descriptions to their customers. This requires you to make modest adjustments to the width of the columns on your sales forms (invoices, estimates, sales receipts).
These simple layout adjustments let you have more control over how you present information to clients. Think of your sales form as an extension of your brand and your business card – you want it to look clean and professional to perpetually leave a great impression.
Here’s how to adjust column width for sales forms
Striking a balance between functional minimalism and impact-driven design can be challenging. But in our digital age, when customers are bombarded with information, it’s necessary to stand out -- visually -- from the clutter in every overloaded inbox.
To learn how you can have a greater impact with invoices, check our best practices articles:
Now it’s your turn
What is top of mind for you when you design an invoice or estimate form?
Why doesn't the text formatting within the column also adjust? I've widened my description column out to the maximum and the text still wraps itself into a very narrow block. It looks really stupid when I've added one or two sentences and the text block is taller than it is wide. Very frustrated with this look.
Thank you for letting me know what's going on with the columns on your Invoices and Sales Forms.
I'll be sure to pass along your request to see more customization within the program for these forms. I also invite you to leave feedback for the Product Development Team and let them know about the changes you'd like to see made. This can be done directly through your account by clicking the Gear icon in the top right corner, then select Feedback.
I wish you and your business continued success. Feel free to reach out if you have any other questions.
Have you adjusted the adjacent columns as well? The width is reactive to the other columns around it, so if one is taking up space positionally, it will still squeeze others out.
Also, have you tried removing extraneous columns to give your description column some more room?
This is intensely frustrating. Adjusting the activity column only resizes the description column relative to it. Adjusting description automatically adjusts quantity, but I can't adjust quantity from the minimum size until description is reduced - but then moving quantity back to minimum adjusts the rate size! Adjusting rate only adjusts amount, and vice versa. How can I get qty, rate, AND amount to all be at their minimum sizes?
Thanks for following up on this thread and letting me know how the columns have been affected in your QuickBooks Online account. I want to make sure you're able to customize the invoices and sales forms to make them look the way you want.
The Product Development Team is constantly working to improve QuickBooks and make it even better for you as the customer. I'll share your feedback with them to let them know about the changes you'd like to see made.
Keep an eye out for product updates and releases here at the QuickBooks Blog: https://quickbooks.intuit.com/blog/.
I wish you and your business continued success. I'll be here if you have any other questions.
Just wanted to clarify, do you want them all to be the same small size? Which columns do you want to be larger?
Since columns are relative to each other, set Date to 14, Rate to 8, QTY to 8, and Amount to 15 so they all appear red. Then, adjust the Product and Activity fields as needed since these generally need the most space.
Hope this helps!
I want Quantity, Rate, and Amount to be the smallest size. I am not using Date.
The problem is that I can't adjust Amount to be any smaller. Currently, Quantity and Rate are at their minimum, size 8; Amount is at 25. I am unable to change Amount to be smaller.
When I make Description smaller, it moves Quantity up, and when I change Description back to where it was, it moves Quantity back to 8, which becomes highlighted in red. This seems to be working as it should.
HOWEVER if I leave Description at its smaller size, with Quantity increased, decreasing the size of Quantity does not increase Description back to its former size - it only increases Rate. And if I try to decrease the size of Rate, it changes the width of Amount!
I don't understand why adjusting certain sliders only affects the slider next to it unilaterally, or why I can't select certain sliders to be at minimum and have the remainder automatically adjust.
Hello there, @Felderburg.
Thanks for providing us with the complete details of what you've done so far. I'm here to share some information about adjusting column width in QuickBooks Online (QBO).
Yes, you're correct! Adjusting certain sliders will affect the slider next to it unilaterally. The total width for all the columns is 100, that's why when you adjust one of them, the slider next to it will automatically adjust to balance the total width.
The minimum width that you can adjust to the Quantity, Rate, and Amount columns are 8,8, and 15. Please see the screenshot below.
I can see how adjusting these columns depending on the owner's preference would be helpful for you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates.
You can submit this from within QuickBooks Online by selecting the Gear icon and Feedback or by going to the following link: https://feedback.qbo.intuit.com/. I'm going to submit feedback from my side as well.
Thanks for being a part of our QuickBooks family. Please know that I'm only a post away if you need anything else.
I have a template made for invoices. I unchecked the box for date (I do not need a service date).
Each time I go in to create an invoice, the service date column is still there. When I go to edit, the date box is checked. How do I save an edit to my template, so that the date column remains unchecked on my template?
Welcome to the Community, Karen SCR.
It's good you're able to customize the other fields of the invoice template. I have an additional suggestion you can do to get rid of the service date column.
Aside from removing the check mark in the date box, you also need to turn off the Service Date feature in the Account and Settings page. Here are steps to guide you through:
Once done, create a new invoice to test the resolution. You should not see the Service Date column by now.
If you have questions with the process, don't hesitate to let me know. I'll be around!
Thanks so much!
1 more question...I remember that I selected to send me a copy of invoices (when I was first trying them out). I do not need to continue to do that...but cannot find where I selected that, so that I can unselect it! ;)
Hi there, @Karen SCR.
It's nice to know that the steps provided by my colleague helped you with your first concern. Allow me to step in for a moment and share the steps on how you can stop QuickBooks Online (QBO) from sending a copy of invoices to your email.
You'll need to go back to the Sales menu on your Account and Settings and uncheck the Email me a copy under Messages. Here's how:
1. Go back to the Gear icon, then Account and Settings.
2. Click the Sales menu at the left pane, proceed to Messages.
3. Remove the check mark on Email me a copy.
4. Select Save, then Done.
I also attached a sample screenshot for your guide.
That should stop QBO from sending a copy of invoices to your email.
Please let me know how it goes by leaving a comment below. I'm only a post away if you have any follow-up questions. Take care and have a good one!
Thank you so much!! I knew it was somewhere...I remembered checking it, because I wanted to see how the format would turn out!
I am struggling to find the correct wording for the help option within QB online. I hardly ever find help for what I am needing. But, this community for Q & A is so helpful!
Thanks again, Karen SCR
It's nice to see you again here in the Community, @Karen SCR.
I'm glad to know that those steps helped you with your QuickBooks Online concerns.
Please don't hesitate to post again or leave a comment if you have additional questions. I'm always here to help you out, @Karen SCR. Enjoy the rest of the week!
We can help get your sales forms sorted out, catherinerhodes.
You can customize a sales from template on MSWord so you can manually adjust the customer address box. Then, upload it by following the steps below:
With regards to your other question, below are the steps how you can edit the Activity column's size for the standard template within QuickBooks Online. Please note that you can't edit an imported (above) sales form template.
If you have any questions, please let us know.