In QBOL+ In reports, how do I decrease width of the fields and increase size of font?

Knuk5685 · ‎June 10, 2022

Mich_S · ‎June 12, 2022

I'd like to share additional information on how you can manage font sizes and fields in QuickBooks Online.

Currently, the option to customize the font on reports is unavailable in QBO. However, you can adjust the column width by pointing the cursor to the column and then double-clicking it. I suggest saving a copy ( Save customization)of the report to avoid making other adjustments in the future.

On the other hand, you can access Custom form styles from the Account and settings to manage invoices.

Here are the steps to edit the font size:

Click on the Gear icon.
Select Custom form styles.
Locate the template you're using when creating invoices.
Click on Edit.
Under design, tap on Select a different font.
Choose a new font size from the dropdown.

To edit the column width:

Click on the Gear icon.
Select Custom form styles.
Locate the template you're using when creating invoices.
Click on Edit.
Go to the Content tab and click on Table from the middle part.
Beside Activity table, click on Edit labels and widths.
Do the necessary adjustments.
Once done, click on Done.

I'm also adding this guide about receiving invoice payments in QBO: Record invoice payments in QuickBooks Online.

You already know where to find me if you need extra assistance regarding invoices. You can also post questions about QuickBooks in general. I'd be delighted to help further. Take the best care!

View solution in original post

Archie_B · ‎June 10, 2022

Hi there, Knuk5685.

I'm here to share some insights about reports in QuickBooks Online.

In QuickBooks Online, the fields and font size will adapt automatically depending on your browser's settings. That said, you can utilize the zoom controls of your browser and keyboard to adjust the size of the details on your report.

Alternatively, you can export your reports from QuickBooks Online to Excel spreadsheet. This way, you can adjust the fields and font size of your report.

Here's how:

Go to Business overview and then choose Reports.
Search for and pick the report you want to export.
At the top of the report, select the Export icon. Then select Export to Excel.
Save the file where you can easily locate it.

Once you open your report in excel, make sure to select Enable Editing to view the full report. For more info check out this link: Export your reports to Excel from QuickBooks Online.

I'm adding these articles to learn more about common custom reports and how to personalize it in QuickBooks Online:

If you have any further queries regarding QuickBooks reports or anything else, please come back to us. I'll be ready to assist you at any time. Have a wonderful day!

Knuk5685 · ‎June 12, 2022

I do appreciate your response, but it doesn't solve my problem. I don't see your recommended Excel process as a solution. It works I'm sure, but too many steps for each invoice. MY browser (Safari), allows use of speed keys, fine for me/staff on our computers. Most of my clients are private with little computer knowledge. we create an invoice, make a .pdf and email the .pdf. Their complaint is that the type font is too small. My complaint is that invoice some fields are much wider than necessary, Our Desktop version worked fine but since we're new to QBOL I'll investigate what QBOL options we have to edit/customize our invoice form. Thanks... Theknuk

Mich_S · ‎June 12, 2022

Hi there, @Knuk5685.

I'd like to share additional information on how you can manage font sizes and fields in QuickBooks Online.

Currently, the option to customize the font on reports is unavailable in QBO. However, you can adjust the column width by pointing the cursor to the column and then double-clicking it. I suggest saving a copy ( Save customization)of the report to avoid making other adjustments in the future.

On the other hand, you can access Custom form styles from the Account and settings to manage invoices.

Here are the steps to edit the font size:

Click on the Gear icon.
Select Custom form styles.
Locate the template you're using when creating invoices.
Click on Edit.
Under design, tap on Select a different font.
Choose a new font size from the dropdown.

To edit the column width:

Click on the Gear icon.
Select Custom form styles.
Locate the template you're using when creating invoices.
Click on Edit.
Go to the Content tab and click on Table from the middle part.
Beside Activity table, click on Edit labels and widths.
Do the necessary adjustments.
Once done, click on Done.

I'm also adding this guide about receiving invoice payments in QBO: Record invoice payments in QuickBooks Online.

You already know where to find me if you need extra assistance regarding invoices. You can also post questions about QuickBooks in general. I'd be delighted to help further. Take the best care!

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In QBOL+ In reports, how do I decrease width of the fields and increase size of font?