Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
LIMITED TIME 90% OFF QuickBooks for 3 months*
Buy nowMy client would like to see the class on their invoices. Is this possible to?
Not an option, class is an internal reporting tag, nothing more, and as such has nothing to do with the customer
Let provide few information, @Proledge7.
In QuickBooks, a category is a way to classify the products and services you sell. In the meantime, ensure to put the check mark the Category from the Custom Form to include the class.
Here's how:
I've attached this article if you want to customize invoices, estimates, and sales receipts.
If you need further assistance with this, please comment below by clicking the reply button. I'll get back to you as soon as possible.
the catagory is not an option on mine>?
Hello there, kandus11,
When you customize the invoice, under Content, click on the invoice body. From there, put a check mark on Product/Service and Category. Click Done to save changes.
Please refer to the screenshot below:
Here's an article to learn more about invoice customization: Customize invoices, estimates, and sales receipts.
Stay in touch if you have additional questions.
I see this article is almost a year old. Is this function no longer an option?
It's a pleasure to have you here, @chelsea_modern.
The function suggested by my colleague is still an option right now in QuickBooks Online. You can still be able to include the category in your invoice.
Here's how:
You'll want a visual presentation on how to customize invoices and other sales forms in QuickBooks. Here's a link you can use for your reference: Customize sales forms.
Additionally, let me share these articles on how to manage invoices in QuickBooks Online. This includes steps on how to send, receive and record the accounting for the payments.
Feel free to get back to this thread if you have other questions about handling your invoice transactions. I'll be happy to lend a helping hand. Keep safe and take care.
I did what was advised to do but still not able to print the invoice. Does someone has the solution?
I understand you require more convenient functionalities in printing invoices within QuickBooks Online, DonyaaC. I'll share the steps to submit feedback about the correct email invoice amount.
The option to print an invoice that includes the Class isn't possible in QuickBooks Online. I would suggest you send a request to our product developer. This way, they'll see your recommendation and consider counting it in the subsequent schedule update.
Follow the steps below:
Furthermore, our Product Development team receives your thoughtful comments (QBO) through the feature request tracking QuickBooks Online Feature Requests website.
If in case you need to get the summary details of your sales transactions, you can gain ideas from this article: Run reports in QuickBooks Online.
That's it. I'm excited to provide more information on any QuickBooks-related topic. Please add it in the comment section. May you have a great day.
It isn't only for categorizing data, I also use it to show an employee who performed work. As QBO doesn't allow you to reference line items by employee, it is the only way our customers can see who did the work. It saves time from having to download reports from another program, format, and attach them to the invoice. It also provides insight into service profitability by subcontractors & employees. So it is a win-win for our customers and internal reporting. We also don't use QBO Payroll.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here