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We're here to help, @jerelyn. Thanks for bringing this to our attention about adding hours to the invoice. We'll gladly share information to clarify things for you.
We appreciate the time and effort you spent figuring out the option to change the Quantity section to Hours in the invoice. However, this option in QuickBooks Online (QBO) is currently unavailable. The correct format for entering time is in an hour (HH: MM) format which applies to fields that require hours, such as timesheets and paychecks. So if you want to put hours in the invoices in QuickBooks, it will convert the time to decimals since Quantity is the only available column.
Feel free to check out these articles for future reference in managing invoices in QuickBooks:
We hope the information above clarifies your concern. Keep us posted if you need anything else. We'll be right here to back you up at any time. Take care always!
But this was an option for years, how are those of us that that provide a service supposed to now provide invoices to customers that says we provide "3 units" of service? This now renders QBO unusable for many of us. When will this be fixed?
I'm having this problem as well.
Hi, @chefsplace.
Thanks for reaching out to the Community. I'll be sharing some details for your clarification.
The option of changing units into hours in your invoice is unavailable. If you want QuickBooks Online to count the invoice hourly instead of per unit, you can manually convert the units into an hourly count and enter it in the Quantity section. Once the conversion is complete, you can modify your invoice template accordingly. This will help you ensure accurate billing and better manage your invoicing process.
To change the invoice template, follow these steps:
If you want to change the counting from per unit to hourly in your invoice, you may do so by using a third-party app. Let me guide you on how to add a third-party app:
You might also want to check out this article for future reference about the updated estimates and invoices in QuickBooks Online: See what's new with estimates and invoices in QuickBooks Online.
Feel free to reply or post if you need further assistance about invoices or any QuickBooks-related concerns. I'll be happy to help.
Thanks so much. I should have clarified....
I only have this problem when utilize the new invoicing system, not the current/old one. Previously I was able to just have a column titled QTY with the number listed underneath (see screenshot). In the new invoice system, the QTY column is not titled and displays units with no option to change.
I cannot attach another file, so here's an example of the display:
Hello there, @chefsplace. Thank you for getting in touch!
The option to customize invoices is available to all QuickBooks Online versions. When you receive the prompt about account upgrade, can you tell me what specific option you click?
In the new invoice layout, we can edit the column label by opening your template. Here's how:
If you want to switch to the previous invoice design, just click the Old layout icon in the upper-right corner.
Furthermore, I'm adding these articles to guide you in managing your invoice and recording your invoice payment:
Feel free to get in touch if you have other concerns with invoices in your QuickBooks Online. I'll be happy to help.
Thanks so much for the response!
Under Design I've selected the recommended template (Modern). Under Customization there is no option other than customizing fields. There you click manage. Then I get this message:
Custom fields aren't available in Simple Start. Upgrade your Quickbooks Online plan to create custom fields.
If I backup and choose any other template under Design, clicking Manage there takes me back to the old invoice template design center. That's great......if this is still going to be available after Oct. 16th? The emails I keep getting seem to suggest otherwise.
Thanks so much.
I appreciate your prompt reply, @chefsplace. I'm here to clarify the message and email you received.
Yes, the custom field feature is only available for the Essential, Plus, and Advanced versions of QuickBooks Online. That's why you're prompted to upgrade to use this functionality. To take a look at the available pricing plans, check out this article: Upgrade or downgrade your QuickBooks Online edition.
Your invoice format will vary based on whether you are using the old or new invoice experience. In the old layout, the Standard default template is used for all your forms. Any changes made will be applied to all your forms automatically by QuickBooks.
Once you have switched to the new one, it is not possible to revert to the old experience. Here's an article to learn more about the features unavailable in the new experience: See what’s new with estimates and invoices in QuickBooks Online.
Feel free to check these resources to personalize invoices and receive payments moving forward:
With this information, you should be able to verify the availability of a custom field in Simple Start. If there's anything else you need to manage invoices, let me know. It'll be my pleasure to help you.
Sadly then it seems there is no way to get rid of the word "units" that has been auto-added to each service date without paying more money to Intuit? The word "units" was never in every service date text before, but now it is. Units rarely applies to everyone. Why would this be the default? Many companies supply hours of time, services, etc.
This seems like more of a downgrade to the invoice system. It's not at all the upgrade Intuit is advertising it to be.
Hopefully they address this situation. In the meantime, I'll use Adobe to delete "units" or another invoice program.
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