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Account summary shows up on some invoices, but not all. The checkbox is certainly checked in the settings template for the invoices. Why doesn't it show up on all?

If the account summary was on no invoices it would make sense, but it is on some and not all.
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Account summary shows up on some invoices, but not all. The checkbox is certainly checked in the settings template for the invoices. Why doesn't it show up on all?

Hello there, kevindadof5.

 

I can think of different reasons why other invoices doesn't have an Account Summary. The following are the possible reasons:

  • The invoice is using a different template than the others.
  • The other open invoices have the same invoice date of the one you are opening right now. And you don't have an invoice with earlier date.

The other open invoices (with the same invoice date of the one you are opening right now) will only appear if you have other opening with earlier dates. For example, I have three open invoices under the same customer. The invoices dates are 11/01, 11/01, and 11/03. I will assume that these invoices are using the same template with Account Summary.

  • The Account Summary will not appear if I open invoice (11/01).
  • The Account Summary appears if I open invoice (11/03).

You can also use this link for reference: Add an account summary to an invoice in QuickBooks Online.

 

Feel free to get back to us if you want more clarifications about this. Have a great day!

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