New look - Margins inside the software

I want to ensure you have a better experience using QuickBooks Online (QBO), especially with the Invoicing feature, 9130356876184986. Allow me to share some steps to help maintain consistent margins on your invoices.

Begin by launching QBO in private browsing or incognito mode to eliminate the possibility of any webpage issues. Next, create an invoice to check if the margins will change automatically (either getting bigger or smaller). Here are the shortcut keys in each browser:

• Google Chrome: Press Ctrl + Shift + N.
• Safari 11 or newer: Press ⌘ + Shift + N.
• Mozilla Firefox: Press Ctrl + Shift + P.
• Microsoft Edge: Press Ctrl + Shift + P.
  
  

If the invoice margins don't change in private browsing, return to your regular browser to clear the cache and cookies. This will help improve browsing speed and resolve issues related to outdated or corrupted cached data. Alternatively, you can utilize another supported browser.

Additionally, you can set a default template to standardize the format and content of your invoices which prevents you from manually changing the margins. For detailed instructions, head to Step 7 in this guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Click the following link to gain further insights into the new invoice experience and answers to frequently asked questions about the feature: See what's new with estimates and invoices in QuickBooks Online.

In case you want to apply sales tax or discounts to sales forms later on, explore these resources to get more information about the process:

• Add a discount to an invoice or sales receipt in QuickBooks Online
• Use automated sales tax on an invoice or sales receipt in QuickBooks Online 

Keep in touch if you have other sales-related concerns or questions on how to manage your accounting tasks. The Community is available round the clock to help you out. 

Thank you for your feedback, however, I am not talking about what the margins are for the printed invoice, those are fine. I'm talking about when you create a new transaction/invoice and you go down to the first line item of product/service. The date, product/service, description, qty, rate and amount boxes change in size with every new transaction/invoice I create. Those margins change since the new rolled out version. That's what I'd like fixed so I don't have to physically change the margins in every invoice I create.

Thanks

Thank you for providing more details about your concern. I acknowledge that some features could be beneficial in managing your invoices flawlessly. Please know that we value every insight and suggestions.

With that, I'll help you send your feature recommendations and comments to our development team. This way, you can notify them about the varying sizes of the fields (date, product/service, description, quantity, rate, and amount) when creating new invoices.

To submit your idea, kindly follow these steps:

1. Open your QBO account.
2. Go to the Gear icon.
3. Select Feedback.  
4. Enter your feature request in the designated field.
5. Hit Next to submit.

To review the status of your feature suggestions, please access our QuickBooks Online (QBO) - Customer Feedback website.

Finally, I've added this article to help you once you need to organize your reports according to the information you need to show in its data: Customizing reports in QBO.

Properly sized fields improve invoice clarity for customers. If you need additional assistance achieving this or any other concerns in QBO, mention me on this thread. I'll be willing to assist you again