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cloyd1
Level 1

Invoices don't show the "Category" of charges. How do I get them on the invoice?

 
1 Comment 1
MaryAnn_E
QuickBooks Team

Invoices don't show the "Category" of charges. How do I get them on the invoice?

Glad to see you here in the Community, @Cloyd.


To show the category of the product/service item on an invoice, let’s enable the Category box on the invoice template. Allow me to give you the steps on how to do it.

 

Here’s how:

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Choose the template you’re using for the invoice and hit Edit.
  4. Click the Content tab
  5. Tap the Pencil icon on the second box of the template. 1a.PNG
  6. Under the Product/Service column, mark the Category
  7. Click Donea2original.PNG

 

Once done, you can check the invoice on the Print or Preview button to see the category. Let me show you a screenshot below:

a3.PNG a4.PNG

I’m also including these articles about modifying the invoices in QuickBooks:

 

Let me know how it goes. You can click the Reply button if you have follow up questions. I’ll be around to help.

 

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