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dustin_cummings-
Level 2

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

I was able to do this in previous desktop versions of Quickbooks.  Since migrating to Quickbooks Online I can't seem to make it work.
5 Comments 5
Ivan_G
QuickBooks Team

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

Yes, there's a way to turn off invoice columns by utilizing the Manage option or the Custom form style menu, Dustin. I'm glad to lead the way and assist you in adding notes to your invoice line items in QuickBooks Online (QBO).

 

Please know that to hide some information when printing invoices, we'll also have to switch it off on the main Invoice page. That said, the columns you choose to turn off will also be unavailable to display when generating invoices.

 

To proceed, we have two options depending on the details you want to conceal. The first one is to disable the column(s) directly from the Invoice page:

 

  1. Go to the Sales menu and select Invoices.
  2. Choose any invoice and click the dropdown arrow under the Action column.
  3. Pick View/Edit, then Manage.
  4. Tick the Customization dropdown and deselect the columns and information you want to hide.
    Manage and Customizatiojn.png

 

The modifications you've made will automatically apply to the following invoices you create for your customers.

 

Meanwhile, the second option is to utilize the Custom form styles to turn off any columns or details. Here's how:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Locate your default invoice template and click Edit under the action column.
  3. Pick the Content tab and click the Pencil icon for the Header, Table, or Footer.
  4. Untick the details you want to switch off.
  5. Double-check everything and click Done to save.

 

On the other hand, regarding the notes for your invoice, do you mean for the whole invoice itself or add a note to each invoice line item? If it's for each line item, you can input it into each item's Description field when generating invoices.

Description.png

Just make sure to activate the Description section from the Manage option.

Manage Description.png

 

However, if it's for the whole invoice, you can use the Note to customer field from the lower portion of your invoice to input the note.

Note to customer.png

 

Nevertheless, if you mean something else, please provide me with additional information so that I can help you accurately.

 

Additionally, you can record an invoice payment once your customer pays their outstanding invoice. Doing so ensures you'll have accurate sales data in the system.

 

I'm still here if you have more queries about invoice columns, notes, or other transactions and data. Just comment below, and rest assured I'll get back to you promptly.

dustin_cummings-
Level 2

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

Thanks for the reply.  I know how to toggle on and off certain invoice elements and columns.  What I'm looking for is a way to add an additional column next to the description that is visible when generating an invoice but doesn't print so the customer cannot see my notes.  I already use the description field for describing the task performed for each line item.  The description column needs to remain visible when printing.  When generating invoices in previous desktop versions I could write a description of the work performed for each line item.  I would then have a column for details about each line item that was invisible to the customer because it was hidden when printing. I haven't been able to do this since switching to Quickbooks Online

dustin_cummings-
Level 2

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

Thanks for the reply!  I already know how to toggle the stock columns and fields on/off.   In previous desktop versions of Quickbooks I was able to add a new column next to the description column.  I would use this column for additional notes that I didn't wish for the customer to see.  There was a checkbox to hide the column when printing.  I need the description column to remain visible when printing because this is where I write descriptions of each line item task performed.  The additional "notes" column I wish to be visible to me when creating an invoice but invisible when printing.  I haven't been able to do this since switching to Quickbooks Online.

JamaicaA
QuickBooks Team

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

There are feature differences between the two QuickBooks products, Dustin. You can customize the invoice template for now while I guide you on how to request this functionality from our developers.

 

Please know that adding a column for notes beside the Description is unavailable. To have it visible during invoice creation and hidden when printing is also unattainable. We value your thoughts, so I recommend sending this to our Product Development Team by following the steps below:

 

  1. Go to the Gear icon at the top.
  2. Under the Profile column, select Feedback.
  3. Share your recommendation with the product, then click Next.

 

Keep an eye on your suggestions on this website and visit our blog for recent developments.

 

In the meantime, you can follow the suggestions by my colleague above. It allows you to personalize the template and input additional notes.

 

Here's an article to help you tailor it according to your needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Scan this reference for your guide in receiving your receivables: Record invoice payments in QuickBooks Online.

 

Your idea matters to us and the program. You can rely on us for assistance in managing invoices or navigating QuickBooks Online. Stay explorative.

dustin_cummings-
Level 2

Is there a way to toggle off an invoice column's visibility when printing? I am a contractor & would like a column for notes about certain line items.

I have already submitted feedback on this issue multiple times over the past year since discovering the issue.  There has never been any resolution.  I am not the only one experiencing this issue.  I have read dozens of other users with similar complaints.  For the dramatic increase in the cost for me to migrate from my desktop version to QBO I would at least expect simple basic functions to be available.  

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