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dotsanddoodles
Level 1

How to change invoice headers on Quickbooks Advance online?

I'm trying to create an invoice for our new company.  I don't want the headers that come with QBO advance.  I need QTY, Unit, Description, Unit Price, Amount.  I can put them all in and they show up in the printer preview but under Unit, it will say "services".  I can't change it because I don't see it on my template I created.  I see Service Date, Description, QTY, Rate, Amount.  So I am not even able to correctly enter like I want to the info I need from our work orders.  Any way around this?  We can't all have the same business invoices, can we?  I have been on the phone for hours with Quick books trying to get an answer...hope against hope that someone has an answer here.   

 

When I created a new template, I unclicked Date (I don't need it).  I kept Quantity (Qty label).  Product/Service (this is where I labeled it Unit).  Description (Description).  Rate (Rate).  Amount (Amount label).  The Product/service area is where I am having trouble because it doesn't show up on the created invoice so I can type what I need in that column.  

 

Any help or suggestions, would be greatly appreciated!  Thank you!

 

4 Comments 4
SarahannC
Moderator

How to change invoice headers on Quickbooks Advance online?

Hello there, @dotsanddoodles.

 

Welcome to QuickBooks Community! I also appreciate you for providing enough details of your concern.

 

When you print or preview the form, it'll show what you've set up or how you organize the invoice template using the Custom form style feature.

 

In this case, we can edit the invoice form you've created to correct the "Services" to the appropriate term you need for your business. These steps will guide you how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles under Your Company.
  3. Click the template you want to modify.
  4. In the Content tab, make sure to tick the Product/Service column.
  5. Then, click Edit Labels and widths.
  6. Type what you need in that column.
  7. Then, click Done to reflect the changes.

However, if you entered Unit from the Edit column, that would be the word you'll see when printing the invoices. To apply this template to your invoices, make sure you select the correct template by clicking the Customize button. 

 

If the same thing happens, probably, this is a browser-related issue. You can follow the steps below:

 

Step 1: Use an incognito window:

 

It's likely a result of a browser error. This prevents your browser from storing additional cache files that maybe not letting you change the column. It's a way to check issues caused by a full cache.
 

Step 2: Delete cache and temporary internet files:

 

If it works, you can clear cache and temporary internet files to optimize the browser's performance. It will also help delete the information stored in the cache. Another way is to use compatible browsers with QuickBooks Online

 

You may want to read through these articles to learn about creating custom workflows in QuickBooks Online Advanced, and customizing templates:

 

 

Keep me posted on how this goes by leaving a message in this thread. I'd be glad to help you out.

SarahannC
Moderator

How to change invoice headers on Quickbooks Advance online?

Hi dotsanddoodles,


Hope you’re doing great. I wanted to see how everything is going about changing invoice headers on Quickbooks Online Advanced. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

dotsanddoodles
Level 1

How to change invoice headers on Quickbooks Advance online?

No.  I thought you were on to something when you suggested to clear the cache, but neither suggestion worked.  I can't edit the center section column headers of an invoice template so I can see the column headers changed while I enter data.  When I hit the preview/print button, it is changed like with my new headings I want,  but I don't have my data into my newly made "Unit" column because I can't see where to enter it on the invoice.  I am also having to guess what heading matches up to the ones I created while I enter data on each invoice. 

 

Is the desktop version better equip to handle me changing column headings and being able to actually see them on each invoice while I enter the data?

JenoP
Moderator

How to change invoice headers on Quickbooks Advance online?

Thanks for keeping us updated on how the troubleshooting steps went through, dotsanddoodles.

 

We'd really want to have this sorted out so you can adjust the column headings accordingly.

 

Aside from creating a new template in QBO, you can also import your own in a MS Word document. THis offers more flexibility in customizing the data and dimension in the template that you want to use. Here's an article as a guide: Import Custom Form Styles for Invoices or Estimates

 

I'd also suggest reaching out to our chat and phone support teams. They can take a closer look at your invoice template and check what's causing the issue. 

 

Here's how to reach out to them:

 

  1. Click the Help menu in the upper-right hand corner of your QBO account.
  2. Type in "Talk to a human" in the chatbox, then press Enter.
  3. Select Get help from a human.
  4. Click Chat with us or Have us call you

 

Feel free to check out these articles as well for more details and reference: 

 

 

We're just around the corner here to help you again if you need anything else. Just reply below or post new questions and we'll be glad to answer them for you. 

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