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juan-luna-hrmoti
Level 1

Remove date and sku columns from invoice template

My invoice template did not have 'Date' and 'SKU' columns because I used a product or service category for each week that I provided services.  Now the invoice template shows these two columns but I don't want them displaying on my invoices.  Is there a way to remove them from the invoice template?
6 Comments 6
MelroseV
QuickBooks Team

Remove date and sku columns from invoice template

It's nice to see you here in the Community space, juan.

 

I understand the need to remove the Date and SKU in your invoice template in QuickBooks Self-Employed. However, this feature is currently unavailable. What we can do is submit this request to our developers for now.

 

You may consider sharing this idea with our product developers. They can consider this for future updates depending on the number of requests. I'll show you how:

 

  1. Go to Invoice.
  2. Click Feedback at the top right corner.
  3. Enter your product suggestion, then click Next.

 

You can visit our website or blog to track your requests and recent developments.

 

Additionally, I'm adding this article to learn the basics of QBSE: Overview of QuickBooks Self-Employed.

 

If you have additional questions about your invoice template, click the Reply button below. Keep safe and have a good one.

Anthony84
Level 1

Remove date and sku columns from invoice template

Please make this happen. I do not need date or SKU.  SKU is turned off so it should not display on PDF. This showed up recently and makes a one page invoice multiple printed pages.

ReymondO
Moderator

Remove date and sku columns from invoice template

Thanks for sharing your thoughts about managing invoices, @Anthony84.

 

Upon checking, there should be no SKU column in QuickBooks Self-Employed since this feature is unavailable in the product. However, you'll have the option to remove the invoice date and due date. All you have to do is click the Customize button in the Invoice window, then turn off the Date and Due date buttons under Invoice details.

 

If you can still see these columns, I suggest running some browser troubleshooting steps. We can start by accessing your account in a private window. Doing this will help us check if the problem is related to a cache issue. Simply press the following shortcut keys to access this mode:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers.

 

In addition, you can set up online payments in QBSE. This way, your customers can pay you for their invoices electronically.

 

If you have further questions about removing the date and SKU columns, just add them to the thread. I'll be here to help you out. Have a good one.

Anthony84
Level 1

Remove date and sku columns from invoice template

I apologize for making a mistake,  my version of Quickbooks is the Quickbooks Simple Start.  I did turn off the date and that did go away from the Printed version. Also the column heading "SKU" has gone but it appears the column is still taking up space on the PDF. It almost triples the number of lines used on the edit view. See the attached sample pdf.

 

[attachment removed due to sensitive info]

Anthony84
Level 1

Remove date and sku columns from invoice template

Also the Invoice details  information could go above the fold line and to the right side of the invoice greatly reducing the wasted space and allow a lot more information on a single page. It does make a difference when mailing and less waste looks much better to my customers if they download and print for there own files.

SheandL
QuickBooks Team

Remove date and sku columns from invoice template

I appreciate the detailed information you've shared, @Anthony84. We can use the custom form style to personalize your invoice template to your preference.

 

Please know that the space that you've mentioned is an interface we can customize. Seeing how you want to take up the area, let's go ahead and create a personalized template for this. Let me show you how.

 

  1. Open your QBO. 
  2. Click the Gear icon, then select Custom Form Style.
  3. From the New style dropdown, choose Invoice.
  4. Write a name for this template so you can identify it easily.
  5. Head to the Content tab and then click the center section.
  6. Hit the Edit labels and Widths, then adjust the spacing to your liking. You can utilize the Preview PDF to view what this template looks like.
  7. Once done, click Done.
  8. Click the dropdown in the Action column, then select Make default to use this template always.

 

Additionally, you can check this article to obtain accurate insights on the products and services you're selling in QBO: Use reports to see your sales and inventory status.

 

Please leave a comment below if you have further questions about personalizing your invoice template. I'll ensure to answer your needs.

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