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Join nowin the old layout, I was able to customize invoices send to customers to exclude the 'qty' and 'rate' columns, which is a necessity for my business. How can this be accomplished in the New Layout? It appears this functionality has been removed? unless i just cant find it.
Hello, @aborgardt.
The customization process in the new invoice layout is slightly different from the previous experience. Let me guide you through the steps in removing the "Qty" and "Rate" from your invoice in the new layout.
After this, please see the image below for reference in applying the created form style:
Alternatively, you can also choose to remove the quantity and rate fields in your sales forms. Here's how:
Let me add this resource in managing your invoices and payments in QuickBooks Online: Self-help resources.
We're always here in the Community should you need further help customizing invoices in the new invoice experience. We'll do our best to assist. Stay safe.
These are the directions to create forms in the 'OLD' style. I have already completed this years ago. In order to use the new features available with the 'NEW' style, I need to make these adjustments to the 'NEW' style forms, which is not done in that area. I did, just now, follow your directions to verify what im trying to do can not be done there.....
I can see that your business has a definite need, aborgardt. I appreciate your effort in performing the steps shared above, and I've come to provide additional insights when customizing sales form transactions with the new layout experience.
With the new version of invoicing and estimates, you can update and personalize your forms when creating them or in the invoice window. All the tools you need for customization are on the template itself.
For now, I'll take note of your feedback to help improve our service and your overall QuickBooks experience. I highly appreciate your patience and understanding as we work on enhancing our product. You may personally send this idea to our program developers to work on its progress and include them in future updates. To do that:
In addition to that, turning off the Track quantity and price/rate option from your account's settings can be an alternative way to remove them from your sales forms. However, this section is considered for tracking your inventories to see insights on what you need to buy and sell for your company.
In case you want to create templates for recurring transactions, I've included this guide to help you handle these entries: Create recurring transactions in QuickBooks Online.
If you have additional queries while working with other QuickBooks tasks, just reply in the comments below and I'll make sure to provide further help. Keep safe and have a great day ahead!
Maybe I've spent too much around ai, but I feel like your question wasn't answered or I'm unable to follow since I'm having the same exact issue. Maybe the 2025 version will have the ability to turn quantities off...
Thank you for the screenshot. I gave it a try and it did what i anticipated it would do. It took rate and quantity out of everything. I want to use it to build estimates and invoices, i just dont want it to display on the pdf my customers receive.
I like to be able to use quantity and rate when estimating but I don't show those to all of my clients. I will probably just use the old version unless that changes.
Same problem, it was working fine and then it wasn't. I've tried everything mentioned here and on other forums and nothing works.
I just get the standard "Please know that we've received a similar issue of your concern. 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. The problem occurs when emailing an estimate, as it still includes the quantity, rate, and description despite unchecking them in the customer form style."
The standard answer is the engineers are working on it or I will bring it to their attention, very frustrating!!!
I did find out 2 weeks ago that when QBO updated their software in early May 2024 that they messed up the ability to turn off details on the estimate sheets. When I called, the person I talked to said that they had over 300 complaints in the last 2 days so they assured me they were working on it. Of course the problem is still not solved.
We found out by accident that our customers were getting our rate details so I am sure that there are thousands of QBO users out there that have no idea that they are sending their customers their rate details. I would guess that they will lose some bids due to this mistake.
My son asked me to help with his bookkeeping since he was spending way too much time trying to keep-up with all of QBO's mistakes.
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