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john-gotosynergy
Level 1

Can the Product/Service column in invoices, be turned off, when printing/sending and invoice? If so, how?

I would like the Product/Service column to be available when creating an invoice, but not be seen in print and or email.
Solved
Best answer July 01, 2024

Best Answers
IrizA
QuickBooks Team

Can the Product/Service column in invoices, be turned off, when printing/sending and invoice? If so, how?

Yes, John. You can exclude the Product/Service column in QuickBooks Online (QBO). I know a way how you can achieve this.

 

In QBO, you can uncheck the Product/Service section within the Custom Form Style. Afterward, select the template you created for your invoice transaction.

 

Step 1: Turn off or untick the Product/Service section

 

  1. Navigate to the upper right corner and click on the Gear icon.
  2. Choose the Custom form styles.
  3. Click the New style dropdown, then choose Invoice.
  4. Within the given field under the Design tab, enter the preferred name of your invoice template.
  5. Go to the Content tab.
  6. You'll see three sections containing a pencil icon on their upper right side.
  7. Click the middle section.
  8. Untick the Product/Service checkbox.
  9. You can also Edit the Labels and Widths of your columns.
  10. Once you've finished customizing the invoice form, click the Preview PDF or Done.

 

Step 2: Add the created template to your invoice entry.

 

  1. Go to the +New icon, then press the Invoice option.
  2. Click the Manage, then hit the Design dropdown.
  3. From the Other templates, tick the template that you created earlier.
  4. Click the Manage to close the window.
  5. Choose your customer and fill out the necessary fields, such as the Product or service section.
  6. Once done, click Print and Download, Save, or Review and Send.

 

You can also exclude the Product/Service column in the old invoice layout by checking out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

After creating an invoice and having your customer pays it, you can now record invoice payments in QuickBooks Online so it balances your account.

 

Feel free to notify me or comment if you have further questions regarding customizing your invoices or anything about QuickBooks. I'm still here to help you in any way I can.

View solution in original post

3 Comments 3
IrizA
QuickBooks Team

Can the Product/Service column in invoices, be turned off, when printing/sending and invoice? If so, how?

Yes, John. You can exclude the Product/Service column in QuickBooks Online (QBO). I know a way how you can achieve this.

 

In QBO, you can uncheck the Product/Service section within the Custom Form Style. Afterward, select the template you created for your invoice transaction.

 

Step 1: Turn off or untick the Product/Service section

 

  1. Navigate to the upper right corner and click on the Gear icon.
  2. Choose the Custom form styles.
  3. Click the New style dropdown, then choose Invoice.
  4. Within the given field under the Design tab, enter the preferred name of your invoice template.
  5. Go to the Content tab.
  6. You'll see three sections containing a pencil icon on their upper right side.
  7. Click the middle section.
  8. Untick the Product/Service checkbox.
  9. You can also Edit the Labels and Widths of your columns.
  10. Once you've finished customizing the invoice form, click the Preview PDF or Done.

 

Step 2: Add the created template to your invoice entry.

 

  1. Go to the +New icon, then press the Invoice option.
  2. Click the Manage, then hit the Design dropdown.
  3. From the Other templates, tick the template that you created earlier.
  4. Click the Manage to close the window.
  5. Choose your customer and fill out the necessary fields, such as the Product or service section.
  6. Once done, click Print and Download, Save, or Review and Send.

 

You can also exclude the Product/Service column in the old invoice layout by checking out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

After creating an invoice and having your customer pays it, you can now record invoice payments in QuickBooks Online so it balances your account.

 

Feel free to notify me or comment if you have further questions regarding customizing your invoices or anything about QuickBooks. I'm still here to help you in any way I can.

john-gotosynergy
Level 1

Can the Product/Service column in invoices, be turned off, when printing/sending and invoice? If so, how?

Thanks for your kind assistance.  Your solution worked great and my current problem is solved.

ZackE
Moderator

Can the Product/Service column in invoices, be turned off, when printing/sending and invoice? If so, how?

Thanks for getting back with the Community, john-gotosynergy.

 

I'm happy to hear IrizA was able to help with removing your Product/Service column from invoices while printing/sending them.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a wonderful Wednesday!

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