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nbonner_2004-yah
Level 1

How to make an hour section on invoices, would like to have qty, description, parts amount, labor and total

 
3 Comments 3
MichelleBh
Moderator

How to make an hour section on invoices, would like to have qty, description, parts amount, labor and total

Hello, @nbonner_2004-yah.

 

Adding an hour, qty, description, parts amount, labor, and total in your invoice is just a few clicks. I'm happy to guide you through the whole process. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose Custom form styles
  2. Hit the New style drop-down arrow or your previous template.
  3. Tap Invoice or Edit

 

       4. Select the Content tab, then click the second box. 

       5. Put a checkmark in the Description, Quantity, Rate, Amount, Include hours, and rates

       6. Tap Done

 

 

For more details, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

To add the hours and labor section, let's go to the Accounts and settings, then choose the Sales tab. In the Sales form content section, enter the needed part in the box, then tap Save and Done

 

See the sample screenshots below. 

 

 

Please make sure to check Internal and Public boxes to ensure these sections will show in your sales form when you print the form. 

 

Once done, you can create a sample invoice to check how the invoice looks like after customizing the form. 

 

 

I've also added an article about handling customer statements, sales transactions, and other related topics: Sales and Customers.

 

Let me know if you have other concerns by leaving a reply below. I'm glad to help. Keep safe!

nbonner_2004-yah
Level 1

How to make an hour section on invoices, would like to have qty, description, parts amount, labor and total

for some reason my quickbooks doesnt have the extra option to be able to put hours in

Nick_M
QuickBooks Team

How to make an hour section on invoices, would like to have qty, description, parts amount, labor and total

Hey there, nbonner_2004-yah.

 

Thanks for stopping by the Community, following the steps provided above by my colleague, when you get to number 5. You can find the Include hours and rate check box at the very bottom of the columns section. I'm including a screenshot with the location highlighted below:

 

 

If you still aren't able to find that option, you can reach out to our support team and they'll be able to guide you click-by-click.

 

Thank you for dropping by and I hope you have  a lovely afternoon. 

 

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