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jcw91371
Level 1

Formatting for text by line item?

I'm using a simple 4 column template for estimates and invoices. I would like to be able to select an individual line item for text formatting like this;

 

ITEM         DESC.                                                                                                    MODEL                         TOTAL        

Misc.         Item #1: One (1) gross decorative ball gag and lube combo.  ( DNC Blue Donkey ) $1,550.00

 

Thanks!

 

 

1 Comment 1
KlentB
QuickBooks Team

Formatting for text by line item?

 

I can help you with that, jcw91371.

 

You can create and use a custom column to track the information that matters most to you and your customers. Here's how to do it:

 

  1. Select List from the top menu bar.
  2. Go to Templates.
  3. Find and then click the appropriate invoice and estimate template.
  4. Click the Additional Customization button.
  5. Go to the Columns tab.
  6. Uncheck the unnecessary columns.
  7. Tick the Others checkbox, then enter "Model" in the Title field.
  8. When you're done, click OK.
  9. Hit OK again to save the changes.

I also recommend reading these articles to help control how your sales forms look and what information to include: 
 

You can always find me here if you need more help in managing your sales transactions in QuickBooks Desktop. Feel free to tag me in your comments.

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