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zamboknee
Level 2

Insert Dates into invoice

In Quickbooks 2020 (Mac) how do I insert dates into my invoices?

Solved
Best answer March 21, 2022

Best Answers
TirzahC
QuickBooks Team

Insert Dates into invoice

Glad to have you here, zamboknee.

 

Welcome to the Community. I am here to share details on how you can customize your invoices in QuickBooks Desktop.

 

With QuickBooks Desktop Mac, you have the ability to customize how your invoices would look like and the data to be included on it via the Layout Designer.

 

Here's how:

 

  1. Open the invoice.
  2. Choose a template from the Template pop-up menu at the top of the form.
  3. Click on Edit Current Template.
  4. Go to the Fields tab.
  5. Pick the fields you want to include in the transaction.
  6. Navigate the other tabs to apply the preference you want to apply.

 

If you wish to learn more about how to navigate QB Desktop 2020 Mac, kindly refer to this article: QuickBooks Desktop Mac 2020 User’s Guide. It contains a downloadable file where you can find all available features and steps on how to perform a specific task. 

 

If you wish to use and customize a form templates for your statements in QuickBooks Desktop for Mac, kindly refer to this article for the detailed steps: Use form templates. It contains information on how to access the form templates, add form fields, and adding images to forms to name a few.

 

Please let me know if you have other concerns. I'm just around to help.

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2 Comments 2
TirzahC
QuickBooks Team

Insert Dates into invoice

Glad to have you here, zamboknee.

 

Welcome to the Community. I am here to share details on how you can customize your invoices in QuickBooks Desktop.

 

With QuickBooks Desktop Mac, you have the ability to customize how your invoices would look like and the data to be included on it via the Layout Designer.

 

Here's how:

 

  1. Open the invoice.
  2. Choose a template from the Template pop-up menu at the top of the form.
  3. Click on Edit Current Template.
  4. Go to the Fields tab.
  5. Pick the fields you want to include in the transaction.
  6. Navigate the other tabs to apply the preference you want to apply.

 

If you wish to learn more about how to navigate QB Desktop 2020 Mac, kindly refer to this article: QuickBooks Desktop Mac 2020 User’s Guide. It contains a downloadable file where you can find all available features and steps on how to perform a specific task. 

 

If you wish to use and customize a form templates for your statements in QuickBooks Desktop for Mac, kindly refer to this article for the detailed steps: Use form templates. It contains information on how to access the form templates, add form fields, and adding images to forms to name a few.

 

Please let me know if you have other concerns. I'm just around to help.

zamboknee
Level 2

Insert Dates into invoice

Excellent. Thank you.

 

I clicked on 'columns' and changed field to 'date' and we're good to go.

Thank you

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