How can I get th 'Description' column in the INVOICING/Invoices screen? I cannot differentiate different jobs done for the same customer. A Pain adding memo for All Sales

Hi there, @kelvin-jobling.

Thanks for posting here in the Community. Allow me to provide some clarifications about adding the description column on your invoice screen in QuickBooks Online.

To add the description column on your invoice you'll need to check on the description column on your template. Doing this adds a separate line on your invoice. 

Here's how:

1. Click on the Gear icon at the top.
2. Under Your Company, select on Custom Form Styles.
3. Select on your Invoice template.
4. Click on Content.
5. Click the middle box of the invoice.
6. Remove the check-mark for Include description here under the Products and Services.
7. Put a check-mark on Description box.
8. Click Done.

I've attached some screenshots below to guide you through the steps:

That should do it.

Please let me know how it goes. I'll be around to help if you need further assistance. Have a great day!

can we add 2 description boxes

Hello there, @Mahasin,

You can only fine one box for the description of the product/service on the customize template page. However, you can enter as many descriptions as you want since the size of item description is 4095 characters. You can check out to this article for your guidance: Character limitations for fields in QuickBooks.

If you need to create another line for the item description, you can press CTRL + ENTER on your keyboard through the Invoice page. Please see the attached screenshot below for your reference.

If you wish to create a new item, please follow the steps listed below:

1. Click the Gear icon at the right top.
2. Select Products and Services under Lists.
3. Click New.
4. Select the product or service type.
5. Enter the description of the item, then click Save and close.

Feel free to read through this article for additional information with the solution provided above: How to Create and Use a Products and Services List.

If you need to create an invoice and receive customer payments, check out to this link: How to Create an Invoice.

Let me know if you have need additional information about adding an item description. I'd be glad to help.

How do we edit the "memo" column under the list of invoices for one customer?  Or is there another way to differentiate multiple jobs for the same customer without having to open each invoice to see which is which?  

Yes, there's another way to view it, asharples.

We can pull up the Sales by Customer Detail Report and customize it to view the memo of your invoices. 

You can follow these simple steps:

1. Select Reports from the sidebar menu.
2. Search Sales by Customer Detail Report.
3. Click Customize.
4. Set the appropriate report date.
5. Under Rows/Columns, check the box for Memo/Description.
6. Under Filter, select Invoice from the Transaction Type drop-down menu. 
7. Hit Run report.

To save its current customization settings, you can memorize the report.

I've added an article that will help you in personalizing your reports: Customize your reports in QuickBooks Online.

You'll want to use the Projects feature in QBO, this will help you in organizing your books the way you work by keeping all job-related information in one place. You can set the job as a project, then directly add the customer to it for a more convenient job tracking.

If you need additional help in managing your customers, please reach out to me again and I'll be happy to help.

Trying to get an invoice with only item description and amount on it. How can I broaden the item description field? It is displayed all compacted in narrow column with three lines, with plenty empty space beside it.

Thanks for joining this conversation, @Rosa3.

You can edit the template that you're using to broaden the item description field. There are two ways on how to do this. The first one is to open the invoice that you've shown in the screenshot.

Here's how:

1. In QuickBooks Online (QBO), go to the Sales menu at the left pane to get to the Invoices page.
2. Locate and choose the invoice to open the transaction. 
3. Click the Customize option at the bottom and pick Edit current. 
4. In the Content tab, select the Pencil (edit) icon in the middle section. 
5. Tick the Edit Labels and Widths option and move the slider for the Description to change the width. 
6. Hit Done.

The second option is to go to the Custom Form Styles page. Please refer to this article for the detailed steps on how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have any other issues or concerns in the comment section below, and I'll get back to you right away. I'm more than happy to answer them. Have an amazing rest of the day!

Thanks a mil. That was very helpful. It worked!!

Good to hear from you again, @Rosa3.
 
You're most welcome. I also appreciate your taking the time to post this and letting me know that the issue got resolved.
 
As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

Hello, 
I am trying to add our own custom template for Invoice and in the dropdown list of available fields for mapping, I don't find the item description at the invoice item line level? 

How do I get the description displayed in the invoice preview?

Thank you

Krish

I don't want to add a column to the actual invoice or in a form, I just want it displayed on the Invoices screen. Current options are Invoice, Balance, Due Date. Would love to add Description in this view.

Thanks for becoming part of the Community, JRC-JOHN.

I can certainly understand how an ability to add a description column to your Invoices screen could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear (⚙️) icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera (📸) icon.
4. Select Next.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You also have the option of checking our QuickBooks App Store for apps which may be able to help you accomplish what you're looking to do.

If there's any additional questions, I'm just a post away. Have a wonderful day!

How do I customize the report for a specific customer group, instead of having all customers. Thank you!

Thanks for joining this thread, Pegasus23.

If you're referring to your Sales by Customer Detail report mentioned in KlentB's post, there's a couple different ways you can customize and filter it by specific customers.

Here's how to filter a report by customer in the new enhanced experience:
 

1. Run your report from the Reports screen.
2. Use your Filter option.
3. In the Filter by drop-down list, choose Customer.
4. From your Options drop-down, pick an appropriate option.
5. Using the Value drop-down, specify which customers you do/don't want to appear on your report.
6. When you're finished, select the X (Close) option on your Filter screen.
   
   

You can also use the Switch to classic view on some customer-based reports, and customize it that way:
 

1. While the report's pulled up, click its Switch to classic view button, then Customize.
2. Find your Filter section and expand it, then tick the Customer checkbox and use drop-down list to specify which customers you want to appear on your report and select Run report.
   
   

I've also included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

Please don't hesitate to send a reply if there's any additional questions. Have a great Friday!