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Join nowGreetings, @mroland1.
You'll want to ensure the template used in the invoice shows the description field. Otherwise, it'll not show the description when printing the invoice. Let me show how to check it in your QuickBooks Online (QBO) account.
Here's how:
Furthermore, here's an article you can read for more details in personalizing and printing your invoice:
Additionally, I got you this article that provides detailed information on how to import and design custom form styles for your invoices: Import custom form styles for invoices or estimates.
Let me know if there's anything else you need help with. I'm always here to help you anytime. Take care and keep safe!
Thanks. I'm not sure this solves my problem though. For example, one client will need multiple invoices, one per legal matter. What I am looking to do is have the matter name show up on each invoice. I use the description block, but that is for the itemized work I do in each case. That might not make sense and might not be doable. It might also be a Clio issue.
Hi there, @mroland1.
I understand how it is important that you have the description show up to each invoice. For this, I recommend reaching out to Clio because the downloaded transaction in QuickBooks Online is based on what Clio will share.
By doing so, you will be clarified why the matter description does not print on the bill.
You can always check out articles in our help website: QuickBooks Support.
Please get back to us if you have other concerns with QuickBooks. We're here to assist you. Have a nice day.
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