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How do you adjust invoice and estimate forms? I need to make the activity/description column larger

 
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QuickBooks Team
QuickBooks Team

How do you adjust invoice and estimate forms? I need to make the activity/description column larger

I know a way on how you can adjust the columns for Activity and Description, Morandylan27.

 

We can go to the invoice and estimate form template to adjust the widths of those columns.

 

Here's how:

 

  1. Go to the Gear icon on the top menu.
  2. Choose Custom Form Styles.
  3. Select the Invoice or Estimate template.
  4. Hit Edit under the Action column.
  5. Tick Content.
  6. Tap the Table part on the sample invoice/estimate.
  7. Press the Edit Labels and Widths.
  8. Move the Slider on the Activity or Description column to adjust the width.
  9. Click Done.

template01.PNG template02.PNG template03.PNG template04.PNG

To learn more about customizing sales form and importing them, please refer to these articles:

 

I've got a link here that provides you with articles about managing customer's transactions: Sales and customers gathers topics for all your company's income and customers.

 

Fill me in if you need a hand with running customer's reports or any QBO related. I'm glad to help. 

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