Hi there, Cmeitz.
Let me share insights regarding the header title invoice feature in QuickBooks Desktop (QBDT).
QuickBooks is an accounting software that allows businesses to manage their financial transactions with ease. One of its features is the ability to customize their transaction types to suit their specific needs. For instance, users can create different invoice templates for various clients, where the customization will apply.
However, when generating a report, all transaction types will be displayed, regardless of whether they were personalized or not. This means that users can get a comprehensive view of their financial activity without having to sort through different transaction types manually.
Moreover, as a workaround, you can export the report to Excel and make changes from there. You can utilize this article to guide you throughout the process: Export reports as Excel in QuickBooks Desktop.
Let us know if you have other inquiries about customizing your invoices in QBDT, I'll be sure to address them as soon as possible. Have a good one!
