How do I hide Product/Service from our invoices and estimates? Using custom templates is not a solution because once emailed, "review" clicked its the new template.

Hi there, kschondorf. I can show you how to hide your products and services in your invoice and estimates in QuickBooks Online.

You can personalize your sales forms by using our custom template feature. This way, you can remove the products and services from your invoices and estimates.

To ensure that you have used the template, please check if you've selected the template and marked it as default before creating the estimates and invoice.

Here's how to mark it as default:

1. Go to the Gear icon, then select Custom form styles.
2. Click the dropdown arrow under the Action column. 
3. Tick Mark it as default.

Also, when creating an invoice, make sure to select the correct template to avoid using the modern view.

Here's how:

1. Click the +New icon, then select Estimates.
2. Tick Manage. Then, select Design.
3. Choose the custom template you've created.

Furthermore, you can click this article to learn how to record your paid invoice in QBO: Record invoice payments in QuickBooks Online

If you still have concerns about managing your form styles, don't hesitate to comment. I'm always here to help.

I have done everything that you suggested with the custom template...however, there is still an issue.

When you email the estimate to a customer, the PDF attached is the custom template version (so that is good), However, if the customer clicks "review and pay" then clicks "view estimate"...the version that appears is the Modern version.  I am not sure how to turn this off.  Please advise.

Kara

Hey there, @kschondorf. Let me join in this conversation and provide you with further info about the new experience in QuickBooks.

Once you send an invoice or estimate to your customers, the system will still show the modern template even if the old template is selected.

I know the importance of having the option to use the old template when sending transactions to your customers. With that, I suggest sending feedback to our developers. Doing this will help them develop the program and most likely include it in future updates.

1. Click the Gear icon at the top and select Feedback.
2. Enter your comments or product suggestions. Then, click Next to submit feedback.

To track your feature requests, please go through our 

Additionally, you can generate sales reports to gain insights into your purchases, sales, and inventory status within QuickBooks.

Feel free to drop a comment below if you have other questions. I'll be right here to help you out. Have a great day!

I have sent feedback to the developers twice.  However, I am not able to see if there is any progress being made on this defect.  I do believe it is a system defect because Quickbooks is offering the option for the custom template to be used, we select that we want the custom template used...then in the customer view an incorrect version is shown that is not the custom template.  That is a design flaw that should have been addressed before put into production. How do we escalate this so that we can see the developers are making progress on this item?

Your proactive approach to managing this situation is commendable, @kschondorf. I'm here to help.

I can provide further details about tracking the progress of feature requests in QuickBooks Online (QBO). 

Since the progress on feature requests to our product engineers depends upon the volume of requests from other users, it would be best to track the progress of the current feature requests for the time being. 

To hide the product and service items in the estimates you send, you can consider downloading and manually sending them outside the software using your email address. 

For future reference, I'm adding this article about managing estimates in QBO as a guide in this transition from the old to the new experience: Create and send estimates in QuickBooks Online. 

As always, we're here in the Community if you have further concerns about feature requests or estimates in QBO. We'll do our best to assist. 

This is not a "feature request"  this is a defect.  This is a system failure.  The system is stating that we can use the custom template, we choose to use the custom template, then the modern template is being displayed to our customers.  This is a system defect.  Surely quickbooks must have a system to track such defects that are impacting their customers bottom line.  How do I get this logged as a system defect with a tracking number so that I can see the progress being made and be notified when it is resolved?  

Good morning, @kschondorf. 

I appreciate you coming back and expressing your concern. 

If you're thinking this problem is more of an investigation and would like to receive updates via email when it's resolved, I recommend contacting our Customer Support Team. They'll be able to add you to a list of affected users so that you can get these updates. Here's how: 

1. Go to the Help ? icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

It's that easy! 

Keep us updated on how the call goes with support. Have a fantastic day! 

Hi Candice,

I appreciate how easy you might think that is...but I spent 2.5 hours on the phone over this issue and was speaking with someone who knew less about how the system works than I did.  After over 2 hours of being put on hold repeatedly, I was just told to use the feedback option and attach screenshots.  I did that and now it has been an additional two weeks and I have not heard anything...so the whole 2.5 hour phone call was a waste of my time. 

I would like a case opened for this defect.  Again, we are being told that we can use a custom template for estimate and invoices.  We select to use it.  Then our customers are able to see a "Modern" template that is different than the custom template that we built.  This is a defect.  The system is not operating as it is intended to operate.  

Could you open a case and provide a case number so I can get updates?

I'm having the exact same issue and i can guarantee you Intuit needs to spend less time on DEI and more time on actually fixing problems