Question

Customize Invoice Template Default - NOT WORKING!

Forum|Forum|2 years ago
December 3, 2023
1 reply
3 views

Hello -

After many years of using QB, I need to start utilizing the SKU field.

So I created a "customized" template, made it the "default" and cannot get it to apply going forward. I have tried everything, read everything and call tech support and nothing.

Please help as this is an important feature I need to start using but cannot.

Anyone else with this issue, feedback is appreciated!

QuickBooks Online

AlverMarkT

Moderator

Hi, @cirrusmarketing.

You're on the right track in setting a customized template as default to show the SKU of a product or service. I'm here to further assist you on this.

When you create a customized template for your printed invoice, you can choose which fields to include, such as the SKU field. If you have set your default template to show the SKU for a product or service, don't worry, as it will still appear on the printed form, even if it is not visible on the invoice sheet. Furthermore, if you use the old layout when creating invoices, there is an additional step to display the SKU field.

In your invoice sheet, go to the Gear icon.
Scroll down to Optional Columns.
Put a checkmark on the SKU under Product/Service.

Please refer to the image below:

To check if the SKU will be applied to your printed invoice, you can click on Print preview. Also, if you need assistance changing SKU for a product or service, you can do so when editing a product or service.

I have included an article on adding custom fields to your transaction sheets to help you track important information: Create and edit custom fields in QuickBooks Online Advanced.

Let me know if you need further assistance customizing your invoice through the reply button. I'd be glad to assist. Take care.

C

cirrusmarketingAuthor

So I need to clarify further -- the reason for using the "SKU" field is when I initiate an invoice for our services each line on the invoice must also have a specific "ID Code". I cannot use the "Description" field because I need that for something else!

My end goal is to be able to export to Excel so I can match the "ID Code" (or SKU) to something within our workflow process.

BUT I don't see the SKU on the invoice. If you have a better idea of how to handle it, let me know!! Or need further clarification 🙂

M

Mark_AG

Level 1

I understand the importance of showing the SKU to your invoice forms, @cirrusmarketing. Rest assured, I'm here to guide you to show this and achieve your goal.

You'll need to set up an SKU on each product on the Products and Services page for it to show in an invoice.

Here's how:

Go to Sales, then select Products & Services.
Find a product and click Edit on the Action column.
Fill in the ID Code you want in the SKU textbox field.
Hit Save.

Repeat the steps for each product or service to which you want to add SKU. Create an invoice and fill in each line item with your products. It will automatically show in the SKU column if you have enabled it from the settings as my colleague, @AlverMarkT, has provided.

If the ID code still doesn't show in the SKU column, we'll need to clear your browser's cached data to ensure your browser is running in the best condition for QuickBooks Online.

For Google Chrome browser, here's how:

Press Ctrl+Shift+Delete while on your browser.
Select only the Cached images and files.
Set the time range to All time.
Click Clear Data.

If you're using a browser other than Chrome, refer to this link as it shows the steps for each browser: Clear cache and cookies to fix issues when using QuickBooks Online.

I'd be glad to help you with any concerns besides the SKU not showing on your invoices. Let us know by commenting below.

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