I would really like to see on the desktop version of Quickbooks a way to customize my ONSCREEN templates.
For example the Invoice. It would be great to be able to customize WHERE things go and there order. I know I can customize it but I cannot resize a field and put it where I want on the screen. We have order numbers that don't fit in a field because quickbooks makes the sizes of the fields. Let me add it to the next line, please! This is for ONSCREEN not printed.
Or how about the CUSTOMER PAYMENT screen. This is great but let us add fields, not just invoice number and amount, we may need Work Order or Proposal Number. Let us change these. And if we can do it, don't give me a message that pops up and says if you change this, it may not work? What? Give an example of when it does work please.
There are more onscreen pages that come up that we would like to have more info, but this is a start.
I would love to have custom fields with dates that I can add. Not just 2, we need a lot more.
Currently, the customizations you've mentioned above are unavailable in QuickBooks Desktop. I can definitely see how this feature could be beneficial to your business. I also appreciate you explaining how it would help out.
We’re committed to helping you use our software to its full potential so you can grow your business with us. Your ideas and suggestions will aid us in determining what features to add and how we can make the product better for you. That said, I encourage sending feedback to our Product Development Team to help improve your QuickBooks experience. Here's how:
Open your QuickBooks Desktop.
Select Help at the top menu bar.
Choose SendFeedback Online, then click Product Suggestion.
Set the appropriate product are, then enter your suggestion in the textbox.
Enter your name and email address (optional).
Hit Send Feedback to submit your suggestions.
As we assess this opportunity, you can visit our Firm of the Future page from time to time to stay current with our news and product updates.
In addition, here are some resources that you can browse to help manage your sales form templates in the program: