In QuickBooks desktop when a set up a custom invoice I have the choice to add "dates of services" as an additional column, but I do not see it in QuickBooks Online.
I can help you with that, jeasalva.
You can turn on the Service date option in the Account and Settings page to add that column to your sales forms. Here's how:
I'm also adding this article to learn how to design and personalize the invoices that you send to your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep me posted if you have any other concerns or additional questions. Have a great rest of the day.
Hello, @jeasalva. I'm very eager to share some workarounds and information about invoice service dates in QuickBooks Online.
You have the option to enter different service dates while using the same item on your invoice.
Please see this sample screenshot for reference:
In addition, I've got this helpful resource to know more about customization: How to customize invoices, estimates, and sales receipts.
Get back to me here if you have further questions about managing your invoice. I'd be more than happy to answer it for you. Have a nice day.
Thanks, maybe it was my fault but what I have in the invoice in QuickBooks Desktop under the column Service dates is for example 2/1/2022-7/1/22, ti could be a text that if fill in, I tried to do it under customization, but I could not find any text column that allowed me to set the invoice as I wanted.
Thank you for reaching back to us, @jeasalva.
Currently, adding more than one date under the Service Date column is unavailable in QuickBooks. You can add dates one at a time. As an option, you can use the Description field to indicate the information.
For additional reference, you can check this article on how to customize invoices, estimates, and sales receipts.
To understand more about reports, please check out this article for your future reference: Understand Reports.
This should get you on the right track. Feel free to leave a comment below if you have questions about customizing the report. I'm always here to help.
Hello there, jfarbs.
I just want to clarify something. Do you mean, you're not seeing the service date when trying to create an invoice? Or is it in the email or PDF file? I just want to make sure we are on the same page so we can address your concern properly.
Please get back to me as soon as possible. I'll always be right here to help you all the time.
I see the Service Date, Product/Service, Description, Qty, Rate, Amount and Tax across the top when I work on entering the info, but the Service Date column does not appear on the printed/emailed invoice.
I have another way to make sure the service date column appears on the printed invoice, jfarbs.
Normally, once the Service date option is turned on on the Account and Settings page, this will show in your invoices when you preview them. You can try creating a dummy invoice using a new template to check if you're still not seeing the option. To do this, follow the steps below:
However, If it's still not showing, you can also try the following these steps:
Additionally, learn how to accept electronic payments from invoices or emails. I've added this article for you to be guided: Take and Process Payments In QuickBooks Online.
Let us know if you have any other concerns about your invoices. The Community is always here to help you all the time.
I have another edge to this same problem. I am using a custom invoice (using the Invoice EZ mapping to a word document).
The document uploads correctly, and the fields are parsed properly, and the preview PDF shows all the fields correctly.
But the invoice that comes out doesn't have the service date field in it.
Screenshots attached show the preview pdf of the form at the top, and an invoice at the bottom.
i have turned on service date in the sales settings
Can anyone shed any light
It's my priority to ensure you're printed invoice would show the service date, @nick_in_canberra.
To begin, let's to make sure set the correct template when customizing your invoice. To verify, here's how:
If the issue persists, we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:
Once the date shows already, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.
I also encourage you to visit this resource that will guide you in personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel at ease to comment below if you have further concern about adding service date to printed invoice. I'll be around to help you always. Keep safe!
And just thinking ahead:
a) I have "service date" turned on in settings
b) The import works correctly using the EZ fields
c) the service date works for a standard invocie
Screenshots of all these attached...
Hi there, @nick_in_canberra.
Before we can accomplish your goal for today, may I ask for clarifications about your invoice template? Saying you've included screenshots, may I know how you attached the images since I haven't seen one linked to your post?
And may I also ask when was the date you started your account in QuickBooks Online? Keep me updated in the comments below. Hope to hear from you as soon as possible. Take care and stay safe!
Hi Jonpril and the support team.
Right - I'm making rookie errors. Underneath the reply box is a "choose file" button (opposite the "Cancel" and "Post" buttons, but looking back, I cannot see any files that were uploaded using that mechanism.
I'm using a Microsoft word document to create a custom style:
When I upload it as a new custom style it imports properly:
And it shows how the invoice will look:
But when I run it with a test invoice, there is no service date:
And when I switch that same test invoice to the standard style, the service date is there:
For the avoidance of doubt, in the sales setting, I have "Service Date" turned on:
I think it sounds like a support case, but I would welcome your thoughts.
Thanks for your patience!
Thanks for sharing more details in response to Jonpril's follow-up questions, @nick_in_canberra.
I appreciate sharing this information and screenshots. I'm glad that you're able to map the fields and columns, especially the code you use for the service date. In your case, I recommend contacting our Care Support team since the date entered didn't appear on the Invoice date column using a test invoice while the standard template shows the invoice date detail.
They have tools to pull up your account and see what's causing this issue. Here's how:
You can check our support hours here: Contact QuickBooks Online Support.
In addition, I've added more articles relevant to your concern. Feel free to check these out:
Please share updates here after contacting our Care Support team. If you have other QuickBooks-related, let us know. We'll be right here to assist. Stay safe and well.
Can i get service date to show on reports please? E.g. detailed profit and loss account? I am preparing year end accounts and need to identify invoices where the work was carried out before the year end but the invoice raised after it. Many thanks
Thanks for joining this thread, @buzz21. I’ve got some information about the service date on QuickBooks reports.
I recognize how the service date detail becomes handy in your year-end preparation. At the moment, it's unavailable in the Profit and Loss reports. You may consider generating Sales by Customer Detail report as a way around this. It has complete info on your customer transactions. To do so, please refer to the steps below:
QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features to streamline processes that suit your business needs.
I recommend sending feedback to our Product Development team about your idea. They can take a look and might consider this as part of the future enhancements.
Please let me know if there’s anything else that I can help you with about reports. I’ll be more than happy to help. Have a great rest of your day!
Thanks MadelynC but can i check which report you mean? Sales by Customer Detail report doesnt seem to show the service date by default or allow it as an extra column in the customise area. Oh how i wish this client was on QuickBooks Desktop... with very few exceptions that far superior software can report on almost anything almost everywhere! Dreaded Intuits discontinuation of Desktop and more of these issues for lots of clients.
Thank you for reaching back to us, @buzz21.
I appreciate you for trying all of the steps suggested by my colleague. Let me help you locate and add the Service date in your Sales by Customer Detail report. Here's how, and please see the screenshots below.
1. Go to the Reports tab.
2. Search the Sales by Customer Detail.
3. Choose the date period, then press the Run report button.
4. Click the Customize option to filter the transaction to Invoice only.
5. Select the Small gear icon, then click the Show More option.
6. Check the Service Date option, then select Reorder columns.
7. Click Run report.
Once done, the Service date column will show on your Sales by Customer Detail report.
You can read this article to learn specific ways to customize your reports: Common custom reports in QuickBooks Online.
Feel free to click the Reply button if you need further assistance on managing your reports or invoices. Stay safe!
Thanks for getting back to us, @buzz21.
I agree. It would be more beneficial for all of our users if this feature were available in other reports. With that said, I wanted to let you know I've gone ahead and submitted this suggestion to our Product Development Team. This way, the feedback can be taken into consideration for future updates.
Please let me know if you have any questions or concerns. Take care!