How do I remove the Qty and Rate columns from the estimates and invoices that are sent to my customers?

Hey there. I'm pleased to help you remove columns from the estimates and invoices you send to your customers.

To achieve this, you can personalize your sales forms. This way, you can decide what information your customers see. Let me guide you how.

1. Go to the Gear icon and select Custom form styles.
2. Click the New style dropdown button and choose Invoice.
3. Open the Content tab and select the second window (Table).
4. Under the COLUMNS section, untick the Quantity and Rate checkboxes.
5. Click Done.
6. To make an estimate form style, you can repeat the same process but choose Estimate from the New style dropdown button this time.

Once you've made your templates, you can easily find them at the top of the list. Their names will include the date you created them. After that, you can use them when producing your invoices and estimates. Here's how:

1. Go to the +New button and choose Invoice or Estimate.
2. Fill out the necessary details. 
3. Select the Customize button at the bottom of the form and choose the template you created.
4. Click Save and send, then Send and close.

For more detailed information, you can visit this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

In case you want to receive and record invoice payments, you can check out this article for more guidance: Record invoice payments in QuickBooks Online.

If you have any other concerns besides removing columns from your sales forms, feel at ease to add a reply. We're always glad to help. Have a great day!

Hi whorst, 

Hope you’re doing great. I wanted to see how everything is going about the removal of columns from the sales forms you had earlier. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead! 

Hello,  

My estimates all of sudden started including rates and qty's.  My standard form had the rates and qty's turned off, but I decided to create a new form and followed the instructions you gave to turn off rates and qty's and made it my default.  It is still adding the rates and qty's.

What's going on?

Thanks

I commend you for following my colleague's instructions, @22222. I'll ensure to help by explaining further the quantity and rates in your estimates.

Let's ensure that the customized estimate in the custom form styles is set as default. That way, the quantity and rate details will still be visible when you create estimates. However, it will not be shown to your clients when the estimates are sent or printed.

You can visit this article for more detailed information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, you might want to check this article and learn how to convert an estimate into an invoice in QuickBooks Online: Convert an estimate into an invoice in QuickBooks Online.

I'm always around if you have further concerns about customizing estimates in QuickBooks. Kindly leave a reply below, and I'll provide the necessary help. Have a great day!

Thank you for the reply.

I did have the custom form set as the default.  The rates and qty's don't show up when I preview the pdf (which is great), but the estimate that gets sent to the customer shows the rates and qty's.

I'm at a loss??

You've followed the instructions correctly, 22222. I would also be concerned about not getting accurate information despite having a correct setup.

Please know that we've received a similar issue of your concern. This occurs when emailing an estimate, as it still includes the quantity, rate, and description despite unchecking them in the customer form style.

Rest assured that our product engineers are working on a solution for the problem where estimates do not use the custom form style selected when sent to the customer using the new experience. 

You can receive updates and notifications regarding this investigation by adding your company details to the lists of the affected users. To do this, you can follow the steps below.

1. On the QuickBooks Home page, click the Help icon.
2. In the Search tab, click Contact Us.
3. Choose Ask about something else. Then, enter your concern.
4. Follow the on-screen instructions to complete the process.
   

Additionally, you can set again the standard template as the default to apply the template for invoices and estimates. Utilize this article when personalizing your sales form. It provides further tips about handling templates: Customize invoices, estimates, and sales receipts.

Drop a new post for additional concerns about customizing sales forms and managing your sales transactions. All of us are here to assist you anytime. 

Thanks for the reply.

This needs to be fixed today, it is affecting my business!!!

this is a problem that needs to be fixed. I only want my customer to see my total

I acknowledge that you only want the total amount to reflect on your sales forms, Rescon.

Our product engineers are already informed regarding the issue when utilizing the custom form style when sending estimates and invoices. They are working on this matter carefully for the most reliable fix to get you back to business.

In the meantime, we don't have the exact time frame for resolution. Therefore, I recommend contacting our customer support team to be added to the list of affected users. This way, you can receive timely updates regarding this case via email.

Here's how:

1. Access your QuickBooks Online (QBO) company.
2. Click on Help (?), then head to the Search tab.
3. Select Contact Us and choose a topic related to your concern or Ask about something else.
4. Choose how you would like to communicate with an expert: Start a chat or Get a callback.

In addition, ensure connecting with them during their support hours. You may reach them Monday to Friday from 6AM to 6PM and 6 AM to 3PM PT on Saturday if you have QBO Plus, Essentials, or Simple Start. While for QBO Advanced, it will be anytime and any day.

On the other hand, consider scanning these resources once you're ready to convert estimates into invoices and receive corresponding payments:

• Convert an estimate into an invoice in QuickBooks Online
• Record invoice payments in QuickBooks Online

I'm around to deliver relevant information whenever you need assistance utilizing custom form styles in QuickBooks Online. Just click the Reply button to notify me on this thread.