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sbr1
Level 1

Can I delete Custom fields permanently from QBO

 
2 Comments 2
MaulikH
QuickBooks Team

Can I delete Custom fields permanently from QBO

Good Morning, SBR1.

 

 

If you want to delete the custom fields in an invoice, then that option is unavailable. However, you can remove them from your invoice. Here's how:

  1. Open or create an invoice.
  2. Tick the Gear icon beside the Help menu.
  3. Uncheck the custom fields you want to remove in your invoice.

If you need to remove custom fields on the other sales forms, we can go to the Custom form styles page. Here's how:

  1. Go to the Gear icon on the top menu.
  2. Choose Custom form styles under Your Company.
  3. Tick Edit on the form template you want to change.
  4. Tap Content.
  5. Select the Header part in the sample form.
  6. Under Display, click the Custom field link.
  7. Remove the checkmark on it.
  8. Press Done

For more details about customizing your sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

 

If you have any questions, I'll be here to help. Have a great day ahead.

Rustler
Level 15

Can I delete Custom fields permanently from QBO

No, you can turn them off, or create and use another invoice style

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