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mr1
Level 1

Sales invoice

I am trying to invoice a customer, but the products and service column does not appear on my invoice, instead it just says description.

3 Comments 3
LollyNino_C
QuickBooks Team

Sales invoice

Glad to see you here in the Community, @mr1

 

Let me share some information about handling your products and services in QuickBooks Online (QBO).

 

There are two areas to check if the product/services column does not appear on the invoice:

 

  1. Go to the Settings cog, then Account and Settings. Select Sales, then Products and Services, and ensure Show Product/Service column on sales forms is On
  2. Go to Settings, then Custom Form Styles. Select Edit on the template, then Content. Select the middle section of the invoice, and ensure Product/Service is ticked, then select Done.

It's also important to check you are using the same invoice template as you are editing. When creating an invoice, select Customise down the bottom and ensure the correct template is selected. 

 

Here's an article you can read to learn more about bundles: Change Product and Service Types.

 

You'll want to check out these articles. The information that you can get there is all about managing the product and services in QuickBooks Online.

 

Let me know if you have any reporting questions or need anything in QuickBooks. I'll be right here to help you anytime. Have a lovely day! 

mr1
Level 1

Sales invoice

Thanks Lolly, your instructions helped in setting up the invoice.  But there are a lot of other issues with how the products and services interfaced with QB pro desktop items list.  Especially the bundles.  Too lengthy to describe here. 

Tori B
QuickBooks Team

Sales invoice

Hi there, @mr1

 

Thanks for taking the time to follow up with us and letting us know that the steps my colleague provided above worked for you. 

 

Please know that you can let us know what's going on with your bundles at any time. We are here for you, and want to help you every step of the way. However, if you prefer, you can always work with our Technical Support Team over the phone. I've included the link to connect with an agent below. 

 

 

I'll be sure to keep eye out for your reply in case you need any additional help. Take care, and have a wonderful day ahead! 

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