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Level 1

Personalizing an invoice template



I am setting up Quickbooks for Mac 2019 for our family engineering consulting business.  My invoice is shaping up, however, I am having difficulty with the fields on my invoice.  Here is where I am so far...


Item Description (feeds from the estimate)

Contract Amt (feeds from the estimate)

Percent Complete

Total Billed

Prior Billed

Current Billed Due on this Billing


My problem is that the fields are not formatted on the invoice input screen such that I can input the appropriate numbers.  In addition, the invoice input screen looks different from the template as well as the preview.  I'm so confused!  I've been trying to play with it but to no avail.

 Screen Shot 2019-04-22 at 10.17.51 PM.png


I appreciate your help!




QuickBooks Team

Personalizing an invoice template

Hello there, boymama22.


For further assistance about invoicing, I'd suggest contacting our Customer Support team. They have all the tools needed to investigate about this issue.


The Community team is always here to help.

Level 8

Personalizing an invoice template

Your screen view will not change to match your output view.

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